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Procore

View Business Entities & Accounts as a Payor

 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 your company's business entities and any associated funding account(s) in the Company Payments tool. 

Background

During the Procore Pay implementation process, your company's Payments Admin works with Procore to set up Procore Pay. When sending payments, your company might have one (1) business entity or choose to work with Procore to set up multiple business entities to send payments.

Things to Consider

Prerequisites

Steps

  1. Navigate to the Company level Payments tool. 
    The Subcontractor Invoices tab is active by default. 
  2. Click the Payments Settings icons-settings-gear.png icon.
    This opens the Payments Settings page. 
  3. In the Payments Settings page, click Business Entities.
    This page lists all of your company's business entities. 
  4. Optional. If one (1) or more funding accounts exist, click the BLUE Funding Accounts link to view information for the corresponding entity.

    view-business-entity-funding-accounts.png