About the Disbursements Tab
Navigate to the Company level Payments tool.
The Subcontractor Invoices tab is active by default.Click the Disbursements tab.
The key features and controls in the Disbursements tab include:
TipDon't see the Disbursements tab? Only a Payments Admin or Payments Disburser can view this tab. Your company's Payments Admin can assign users to the Payments Disburser role. See Add Payments Disbursers as a Payor.
Filters
Default Columns
Optional Columns
Filters
You can filter the table data using these options.
This table shows the filters available in the Disbursements tab.
Element | Type | Description | Learn More |
|---|---|---|---|
Created On | Drop-down list | Apply one (1) or more filters to show only those invoices on the list: Last 30 Days, Last 60 Days, Year to Date. | |
Funding Account | Drop-down list | Apply one (1) or more filters to show only those invoices related to the selected funding account. Accounts are managed by a Payments Admin. | |
Drawdown Status | Drop-down list | Apply one (1) or more filters to show only invoices in the selected statuses. | |
Workflow Status (Only available if your team has implemented a custom Payments workflow) | Drop-down list | Apply one of these filters to show only those invoices in the corresponding workflow status. To learn about statuses, see What are the default workflow statuses for disbursements in Procore Pay's custom payments workflow? |
Default Columns
This illustration shows you the default columns in the disbursements table.
This table details the default columns in the disbursements table.
Element | Type | Description | Learn More... |
|---|---|---|---|
Disbursement No. | Column | Shows the number assigned to a disbursement. | |
Name | Column | Shows the name assigned to a disbursement. | |
Funding Account | Column | Shows the name of the funding bank account that funded the disbursement. | |
Aggregate Disbursement Amount | Column | Shows the aggregate disbursement amount. This shows the grand total of all the payment amounts in a single disbursement. | |
Drawdown Status | Column | Shows the current drawdown status of a disbursement. | |
Created By | Column | Shows the name of the Payments Admin who created the disbursement. | |
Created On | Column | Shows the date the disbursement was created. |
Optional Columns
This table details the optional columns in the disbursements table.
Element | Type | Description | Learn More... |
|---|---|---|---|
Workflow Status (Only available if your team has implemented a custom Payments workflow) | Column | This column reflects the current workflow status of each disbursement. To learn about statuses, see What are the default statuses for a disbursement in a Payments Workflow for Procore Pay? |