Configure Payment Processing as a Payor

Funding Accounts

Only a Payments Admin can manage and link funding accounts to Procore Pay. In the payor environment, a funding account is the external bank account from which your company's drawdown funds are requested to pay a disbursement. 

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Funding Accounts Page

The table below describes the elements in the Funding Accounts page. For a list of available tasks, see Manage External Bank Accounts. 

*Goldman Sachs Transaction Banking services are provided by Goldman Sachs Bank USA (“GS Bank”) and its affiliates. GS Bank is a New York State chartered bank, a member of the Federal Reserve System, and Member FDIC. 

Element	Options	Description	Learn More
Add Funding Account	Button	Click this button to add a new funding account to Procore Pay	Add Funding Accounts as a Payor
Account Nickname	Account Nickname and last four (4) digits.	An account nickname shows only enough bank information so your company's Payment Disbursers can select the appropriate funding account to route payments.	Add Funding Accounts as a Payor Create Disbursements
Bank ID	A unique bank ID is created when linking an account.	Show the ID number assigned to the bank.	Add Funding Accounts as a Payor
Next Check No.	A unique check number is used to create a new check number on a payment.	Shows the next number that Procore Pay assigns to the next check. Check numbers are applied to the invoice payments in a disbursement.	Add Funding Accounts as a Payor
Added By	Only a Payments Admin can add funding accounts to Procore Pay.	Shows the name of the Payment Admin that added the account to Procore Pay.	Add Funding Accounts as a Payor
Account State	Default or Deactivated	Provides a visual cue to quickly identify your company's default withdrawal account and any deactivated accounts.	Set a Default Funding Account as a Payor Deactivate Funding Accounts as a Payor
Verification Status	Verified, Pending, Failed	Provides a visual cue to quickly identify the verification status of each linked funding account.	What are the default verification statuses for bank accounts in Procore Pay?
Overflow	Edit, Deactivate	Click the Overflow    menu icon and choose one of the available options from the drop-down list.	Edit Funding Accounts as a Payor Deactivate Funding Accounts as a Payor

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Payments Permissions

With the controls on the Payments Permission page, a Payments Admin securely controls who has access to create and view disbursements in the payor environment. There are two (2) roles in Procore Pay: Payments Admin and Payments Disburser. Only a member of Procore's Payments Operations Team can add a Payments Admin to your account. This requires an authorized user at your company to complete, sign, and return the Payment Administrator Designation Form to Procore. For details see, Add or Remove Payments Admins as a Payor. Once added, only your Payments Admin can add your company's Payments Disbursers.

The illustration below shows you the Payments Permissions page.

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Payments Permissions Page

The tables below detail the elements in the Payments Permissions page. For a list of available tasks, see Manage Payments Permissions.

Table	Column	Description	Learn More...
Payments Admins	Payments Admins	Shows the first and last names of the users at your company who are designated as Payment Admins. To designate a Payments Admin in the payor environment, an authorized user from your company must complete, sign, and return a Payment Administrator Designation Form to Procore. To remove a Payments Admin, contact your Procore point of contact. Payment Admins can only be removed by the Procore Payments Operations team.	Add or Remove Payment Admins as a Payor
	Added On	Shows the date and time that the Procore Payment Operations Team added your company's authorized Payments Admin.
Payments Disbursers	Add Disbursers	Only a Payments Admin can see the Add Disbursers button. Click this button to add a new Payments Disburser.	Add Payments Disbursers as a Payor
	Payments Disbursers	Shows the first and last name of each disburser.
	Added On	Shows the date, time, and timezone that the Payments Admin added the disburser.
		Only a Payments Admin can remove a disburser. Click the remove icon next to the user's name to revoke the disburser's access.	Remove Payments Disbursers as a Payor
Payments Beneficary Approvers	Add Beneficiary Approvers	Only a Payments Admin can see the Add Beneficiary Approvers button. Click this button to add a new Payments Disburser.	Add a Payments Beneficiary Approver as a Payor
	Added On	Shows the date, time, and timezone that the Payments Admin added the approver.
		Only a Payments Admin can remove a disburser. Click the remove icon next to the user's name to revoke the approver's access.

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Project Controls

Payments Admins can use the Project Controls page in the Payments Processing tab of the Payment Settings to control how Procore Pay works on your existing Procore projects. With the controls on this page, you can make changes to projects individually or in bulk.  With the controls on this page, you can:

• Turn Procore Pay ON or OFF on Procore Projects
• Change the Funding Account on Procore Projects

The illustration below shows you the Project Controls page. For a list of available tasks, see Manage Project Controls.

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Project Controls Page

The table below details the elements on the Project Controls page.

Element	Type	Description	Learn More
Search	Field	Type your keyword(s) in the Search field and click the  magnifying glass or press ENTER to show projects or funding accounts matching your entry. Note: Procore Pay searches the entries in the Project, Pay, and Bank Account columns for matches.	-
Edit Pay	Button with a drop-down list	Procore Pay enables this button after you mark one (1) or more project checkboxes in the list. When enabled, you can change the Pay status on the selected project(s). Enabled indicates the Procore Pay features are turned ON on a project. Disabled indicates that the Procore Pay features are turned OFF on the project.	Enable or Disable Procore Pay on Your Projects
Edit Bank Account	Button with a drop-down list	Procore Pay enables this button after you place a mark in one (1) or more project checkboxes in the list. When enabled, you can change the Bank Account setting on the selected project.  The account nickname that you select here will automatically populate the 'Select a Bank Account' drop-down list when one of your company's Payments Disbursers creates a new disbursement. See Create Disbursements.  Note: If you choose the Select at Disbursement option, Payments Disbursers are required to select the appropriate bank account nickname on new disbursements.	Update Your Project's Bank Accounts
Line items	Check box	Mark one or multiple checkboxes to enable the Edit Pay or Edit Bank Account button. Then select an option from the drop-down menu.	-
Project	Column	Shows the Procore project name. This list shows all projects marked 'Active' in your company's Portfolio.	Change a Project's Status to Active or Inactive
Pay	Column	Shows the project's Pay status. Enabled indicates the Procore Pay features are turned ON on a project. Disabled indicates that the Procore Pay features are turned OFF on the project.	Update Your Project's 'Pay' Status
Bank Account	Column	Shows the account nickname for any funding accounts linked to Procore Pay. See Add Funding Accounts. The account nickname that you select here will automatically populate the 'Select a Funding Account' drop-down list when one of your company's Payments Disbursers creates a new disbursement. See Create Disbursements.  Note: If you choose the Select at Disbursement option, Payments Disbursers are required to select the appropriate bank account nickname on new disbursements.	Add Funding Accounts as a Payor
Grand Totals	Field	Shows the total number of projects where Procore Pay is enabled as a unit fraction.	-

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Advanced Settings

With the controls in the Advanced Settings page, a Payments Admin can enable and disable the Disbursements feature for Procore Pay. During the implementation process, this feature is enabled by default. Only your Payments Admin can change these settings. 

• Enable Disbursements
• Disable Disbursements

The illustration below shows you the Advanced Settings page. For a list of available tasks when the feature is enabled, see Manage Disbursements.

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Advanced Settings Page

The tables below detail the options when disbursements are turned ON or OFF on the Advanced Settings page. 

Users can perform this task...	ON	OFF	Learn More...
A Payments Admin can add disbursers.			Add Payment Disbursers as a Payor
A Payments Disburser can create a disbursement.			Create Disbursements
A Payments Admin can remove disbursers.			Remove Payment Disbursers as a Payor
A Payments Admin or Payments Disburser can view a single disbursement or the disbursements list.			View Disbursements as a Payor

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Change History

Only a Payments Admin has access to view the Payments tool's Change History. The table on the Change History page logs the actions performed by Payments Admins and Payments Disbursers with the Company level Payments tool. For step-by-step instructions, see View the Payments Tool Change History. 

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