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View a Disbursement

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 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png  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.
 In Beta
This page details functionality that is not available in Procore's production environment. Access to the features documented here is limited to specific Procore customers who have signed the required agreement to participate in Procore's Company level Workflows Tool Beta Program. The content on this page is for informational purposes only and all information and content on this page is subject to change without any prior notice. To learn more, see About the Workflows Beta Program.

Objective

To view a disbursement. 

Background

Payments Admins and Payments Disbursers can view information about individual disbursements The information that's available when viewing a disbursement, depends on whether the disbursement has completed the required authorization process. 

Things to Consider

Prerequisites

Steps

  1. Navigate to the Company level Payments tool. 
  2. Click the Disbursements tab. 
     Tip
    Don't see the Disbursements tab? To view this tab, your Procore user account must be assigned the Payments Disburser or Payments Admin role. 
  3. In the Disbursements tab, the table lists all the disbursements.

    payments-disbursements-tab.png
     
  4. In the Disbursement ID column, click a link to open a specific disbursement.
     Tip

    Why do our disbursements have different page layouts? When viewing a disbursement, the information that appears depends on whether the disbursement has been authorized or not.

    • Before it is authorized, the disbursement page includes the Disbursement Details and Invoices cards.
    • After it is authorized, the disbursement page includes the Disbursement Details, Drawdown, and Payments cards. 

Examples

The examples below show you the differences between authorized and unauthorized disbursements. To learn more, see Authorize Disbursements.

Examples

In the examples below, the Start Workflow and Show/Hide Workflow buttons only appear if your company has implemented a Payments Workflow. See Best Practices for Creating a Payments Workflow.

Before a Disbursement is Authorized

Before a disbursement is authorized, the General tab contains the Disbursement Details and Invoices cards.

before-authorization.png

Disbursement Details

The Disbursement Details card includes this information:

Field Description
Workflow Status Shows the current approval status of the disbursement. This field only appears when the Company level Workflows tool is enabled in your company's Procore account. To learn about statuses, see  What are the default workflow statuses for disbursements in Procore Pay's custom payments workflow?
Aggregate Disbursement Amount Shows the total sum of all invoice payments for the disbursement.
Funding Account Shows the bank account funding the disbursement. 
 
Invoices

The Invoices card includes this information:

Field Description
Invoice No.  Click the hyperlink to open each invoice in the Project level Invoicing tool. 
Beneficiary Name Shows the beneficiary's name for each invoice. 
Project Shows the project name for each invoice. 
Amount Due Shows the amount due for each invoice.
After a Disbursement is Authorized

After a disbursement is authorized, the General tab contains the Disbursement Details, Drawdown, and Payments cards. 

after-authorization.png

Disbursement Details

The Disbursement Details card includes this information:

Field Description
Workflow Status Shows the current workflow status of the disbursement. This field only appears when the Company level Workflows tool is enabled in your company's Procore account. To learn about statuses, see  What are the default workflow statuses for disbursements in Procore Pay's custom payments workflow?
Aggregate Disbursement Amount Shows the total amount of the disbursement. This is the full sum of all invoice amounts included in the disbursement. 
Funding Account Shows the account that funded the disbursement.
 
Drawdown

The Drawdown card includes this information:

Field Description
Funding Account Shows the funding account for the drawdown. 
Drawdown Method Shows the method used to obtain the drawdown.
Date Initiated Shows the date the drawdown request was started.
Drawdown Status Shows the status of the drawdown request. See What are the default drawdown statuses in Procore Pay?
Drawdown Amount Shows the total dollar amount of the drawdown.
 
Payments

The Payments card includes this information:

Field Description
Procore Check No. Shows the check number for the invoice payments.
Procore Invoice No. Shows the Procore project's invoice number associated with the payment. 
Procore Project Shows the name of the Procore project associated with the invoice. 
Beneficiary Name Shows the beneficiary of the payment. This is the 'Contract Company' named in the commitment. 
Beneficiary Bank Account Shows the beneficiary's bank account information. 
Payment Method Shows the payment method.
Date Initiated Shows the date the payment order was started.
Payment Status Shows the status of the payment order. See What are the default payment statuses in Procore Pay?
Payment Amount Shows the total dollar amount of the invoice payment. 

View Change History

Optional. To view user and system actions related to the disbursement, click the Change History tab. The Change History tab keeps track of this information. 

Field Description
Date Shows the date the action occurred.
Action By Shows the name of the user who performed the action.
Changed Describes the action.
From Shows the From value of the action, if applicable.
To Shows the To value of the action, if applicable. 

See Also