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Procore

View a Disbursements List

 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.

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

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. Optional. Change the sort order using these options:
    • Created On. Click the button and select one of these options from the drop-down menu:
      • 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 and select one of your company's funding account options from the drop-down menu.
       Tip

Next Step