Overview
For payors issuing joint checks outside of Procore and Procore Pay, team members can use Procore's Invoice Management tools with Procore Pay to track and manage joint check payment agreements on commitments and subcontractor invoices.
Users with the appropriate permissions on the Commitments tool can easily add sub-tier subcontractor information to commitments or subcontractor invoices to specify when joint checks are required. This helps to ensure that payors and payees who enter into joint check agreements with sub-tier subcontractors can maintain financial accuracy in Procore and prevent overpayments in Procore Pay.
Once the joint check settings are enabled in Procore's Invoice Management tools, payees can confidently request lien waiver signatures from the appropriate sub-tier subcontractors with a seamless collection workflow.
Informational banners alert users when disbursements include invoices requiring joint checks to minimize errors and support your team's payment activities.
Alert messages help teams ensure joint checks are cut to avoid overpayment.
Actions related to sub-tier joint checks and waivers are logged in the Change History tabs within commitments and subcontractor invoices. This provides a transparent audit trail to promote accountability and clarity.