To enable the Procore Pay features on Procore projects as the Payments Admin for a payor.
On the Project Controls page of the Company level Payments tool, a Payments Admin can enable a setting to turn Procore Pay ON for all of your company's Procore projects. You can also enable or disable Procore Pay on a per-project basis. By default, Procore Pay is disabled on projects. In addition, this setting can only be applied to Procore projects in your Company Portfolio when projects are set in the 'Active' status.
Pay Status | Definition | What does this setting control? |
---|---|---|
Enabled | Procore Pay features are turned ON all new Procore projects | Procore Pay features are available in Procore’s Project level Invoice Management tools when new Procore projects are created. |
Disabled | Procore Pay features are turned OFF on all new Procore projects | Procore Pay features are not available in Procore’s Project level Invoice Management tools when new Procore projects are created. |
Why do I need to enable Procore Pay on projects? In addition to creating disbursements to pay invoices, enabling Procore Pay also provides users with the ability to manage lien waivers and compliance on subcontractor invoices in the Commitments tool. To use any Procore Pay's features, you must enable it on a project
To enable Procore Pay on all new Procore projects by default, move the Enable Pay on All New Projects toggle to the right. Existing projects are not affected. Any changes to this setting are logged in the Change History under the Payment Processing tab.
By default, the 'Select at Disbursement' option is enabled on the project row in the Project Controls table. This allows authorized users to select a funding account when creating disbursements to pay subcontractor invoices. See Create Disbursements. Authorized users can also change this setting under Project Controls. To learn how, see Customize the Payment Controls for Your Active Projects.
Any changes to this setting are logged in the Change History under the Payment Processing tab.