View Beneficiary Change History as a Payor
General Availability in Select Markets (United States)
Procore Pay 
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 functionality in the Procore web application to handle the payment process between general and specialty contractors.Objective
To view the change history of a beneficiary record in the Company level Payments tool as a payor.
Background
As a Payments Admin or Payments Beneficiary Approver for a payor, you can track the progress of your subcontractor's onboarding status for Procore Pay in the Change History tab for each beneficiary.
Things to Consider
Prerequisites
- The payee must Accept a Procore Pay Invitation as a Payee and Add a Bank Account as a Payee.
- The payor must approve the payee's beneficiary account. See Approve a Beneficiary Bank Account as a Payor.
Steps
- Navigate to the Company level Payments tool.
- Click the Beneficiaries tab.
- Expand the Onboarding Complete & Needs Review or Ready for Payment tab.
- Click Manage.
This opens the beneficiary's record in the Payments tool. - Click the Change History tab.
The Change History tab logs the payee's onboarding status. To learn about each status, see What are the default statuses for Procore Pay onboarding?
Change History Tab
The payee's enrollment status changes are logged in the beneficiary's Change History tab.
Click here to learn about the table.
Change History Page
The table below describes the default columns on the Change History page.
| Column | Description |
|---|---|
| Date | Shows the date and timestamp of the action. |
| Action By | Shows the first and last name of the Procore user as their name appears in the Company Directory. Note: Only a member of Procore's Payments Operations Team can add Payments Admins to your account. This requires an authorized user at your company to complete and sign Procore's Payment Administrator Designation Form. Once added, this entry indicates the user was added by 'Procore Support'. For details, see Add or Remove Payments Admins as a Payor. |
| Changed | Provides a brief description of the action. |
| From | Shows the value that the action changed from. Note: If the action originated from a setting with a blank or null value, Procore shows the double dash symbol (--). |
| To | Shows the To value that the action changed to. Note: If the action resulted in a setting with a blank or null value, Procore shows the double dash symbol (--). |