View History

  1. Navigate to the Company level Payments tool.

  2. Click the Payments Settings icon-settings-gear-android.png icon.
    This opens the Payments Settings page.

  3. Click the Payment Processing tab.

  4. Click the Change History link.
    This opens the Change History page.

    Only a Payments Admin has access to view the Payments tool's Change History. The table on the Change History page logs the actions performed by Payments Admins and Payments Disbursers with the Company level Payments tool. For step-by-step instructions, see View the Payments Tool Change History.

    view-change-history.png

    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 (--).

Disable Disbursements
More