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

• Required User Permissions

Prerequisites

• Add a Payments Disburser
• Create Disbursements

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.
    
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

     • How do you add a funding account to the drop-down menu? See Add Funding Accounts.

Next Step

•  View a Disbursement

See Also

• Manage Disbursements
• About the Disbursements Tab in the Payments Tool