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Procore

Remove a Payments Beneficiary Approver as a Payor

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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.

Objective

To remove one or more Payments Beneficiary Approvers from the Company level Payments tool as a Payments Admin. 

Background

In Procore Pay, a Payments Beneficiary Approver is a user who has been granted permission to approve and manage beneficiary accounts in the Company level Payments tool. Approving a beneficiary account provides payees with the ability to receive payments. 

Things to Consider

Steps

  1. Navigate to the Company level Payments tool.
  2. Click the Payments Settings icon-settings-gear-android.png icon. 
  3. Click the Payment Processing tab. 
  4. Click Payments Permissions. 
  5. Scroll to Payments Beneficiary Approvers.
  6. Review the names in the Payments Beneficiary Approvers list. 
  7. Click the trash can icon. 
  8. In the Remove Beneficiary Approver? prompt, click Remove Beneficiary Approver. 
    A GREEN banner indicates the action was successful. Procore also logs the 'User removed as Approver' action in the Change History. The user can no longer manage or approve beneficiary bank accounts.