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What is a Payments Disburser?

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 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png with payments powered by Goldman Sachs Transaction Banking (TxB)* is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management icon-external-link.png functionality in the Procore web application to handle the payment process between general and specialty contractors.

Answer

In Procore Pay, a Payments Disburser is a Procore user granted permission to create and view disbursements in the Company level Payments tool. Because of the sensitive nature of payments, only a Payments Admin can add/remove disbursers. 

To learn more about the Payments Disburser role:

How is the Payments Disburser role assigned to Procore users? 

There are two (2) steps:

  1. Mark the user as an employee in the Company Directory. See How do I add someone as an employee of my company? 
  2. Grant the user 'Read-Only' level permissions or higher to the Payments tool. Procore recommends creating a permissions template for your Payments Disbursers. To learn how, see Create a Company Permissions Template. 
  3. Add the user as a disburser. See Add Payments Disbursers.

Do Payments Disbursers require Multi-Factor Authentication (MFA)?

Yes. Payment Disbursers are required to verify their identities before gaining access to Procore Pay and before performing sensitive transactions. To learn more, see How does MFA work with Procore Pay and why is it required?

Does a Payments Disburser need additional permissions on Procore's tools? 

A Payments Disburser should also be an invoice administrator. This ensures they can view all the subcontractor invoices for the appropriate projects. Your Procore Administrator can provide your disburser(s) with invoice administrator access to one project, specific projects, or all projects. 

Procore Tool Required User Permissions Description Learn More
Project Level Commitments Tools 'Admin' on the Commitments tool Assign the user invoice administrator permissions on a project permissions template. What is an invoice administrator?

Are there any limitations that Payments Disbursers need to be aware of?

If a Payment Disburser changes the status of a subcontractor invoice to one of the GREEN statuses (for example, 'Approved', 'Approved as Noted', or 'Pending Owner Approval') that disburser is NOT permitted to create a disbursement if the disbursement contains a payment for the approved invoice. Invoice approval and disbursement creation must be performed by two (2) different authorized users. 

Who are my company's Payments Disbursers? 

As a general contractor using Procore Pay, ask your company's Payments Admins about Payments Disbursers. A Payment Admin must assign the Payments Disburser role to a Procore user. See Add Payments Disbursers. Your Procore Administrator can identify your disbursers in the 'Project Team' section on each project's Home page. For details, see Add the Project Team to the Project Home Page. 

See Also