View the Payments Dashboard as a Payee
Objective
To navigate to the Payments Dashboard as a payee.
Background
After setting up Procore Pay, you can navigate to the Payments Dashboard to see an overview of recent payments and other payment details.
Things to Consider
- Required User Permissions
Note: Permissions differ based on whether your company has a free or paid Procore account. See How can I tell if I have a free or paid Procore account?
Prerequisites
- Your general contractor sent you an onboarding invite. See Invite Beneficiaries to Procore Pay.
OR - You requested to be paid with Procore Pay. See Set Up Procore Pay as a Payee.
Steps
- Navigate to your company's homepage. See How do I change companies?
- Navigate to the Payments tool.
In the Payments tool, the Dashboard tab is active by default.
Dashboard
The table below describes the available features and options.
Card | Description | What can you do? | Learn more... |
---|---|---|---|
Recent Payments | View a summary of your recent payments in table format. Data columns include: Date Payment Initiated, Company, Project, Amount, and Payment Status. | Click the View All Payments button to open to the Payments Received tab to view details payment information. | View the Payments List as a Payee |
Bank Accounts | View the account nickname and verification status of the external bank account(s) that receive payments. | Click the Manage Accounts button to open the Account Settings page, where you can manage your Payment Settings. | Manage Procore Pay Bank Accounts |