View a Disbursements List
Objective
To view a list of disbursements in the Company level Payments tool.
Background
Payments Admins and Payments Disbursers can see all of the disbursements that have been created.
Things to Consider
Prerequisites
Steps
- Navigate to the Company level Payments tool.
- 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. - In the Disbursements tab, the table lists all the disbursements.
- Optional. Filter the data table by selecting one (1) or more of these options:
- Created On. Click the button and select one of these options:
- Last 30 days. Shows only the disbursements created in the last thirty (30) days.
- Last 60 days. Shows only the disbursements created in the last sixty (60) days.
- Year to Date. Shows all of the disbursements created in the past year.
- Funding Account. Click the button to select one (1) or multiple company's funding account options.
Tip
How do you add a funding account to the drop-down menu? See Add Funding Accounts. - Drawdown Status. Click the button to select one (1) or multiple company's funding account options. See What are the default drawdown statuses in Procore Pay?
- Created On. Click the button and select one of these options: