Create Disbursements
Review Invoices
Select Business Entity & Funding Account
Review Invoices
Navigate to the Company level Payments tool.
Click the Subcontractor Invoices tab.
TipAre invoices ready to pay? Use these tips:
Under Payment Requirements, a unit fraction in the Requirements column shows if an invoice meets payment requirements and an icon appears in the Manual Holds column if a hold has been applied. Only authorized users can manage and view payment requirements and holds. See Manage Payment Requirements as a Payor and Manage Payment Holds as a Payor.
Use the Search, Filter, and Group By options to narrow the list. See Manage Rows & Columns on the Subcontractor Invoices Tab and Search for and Apply Filters on the Subcontractor Invoices Tab.
Select one (1) or more 'Unpaid' invoice(s) by marking the checkbox(es) and click Add to Disbursement.
NoteIf there are existing disbursements in the 'Draft' status:
To create a new disbursement, click Create New.
To add the selected disbursements to an existing 'Draft', select it from the menu. See Add Subcontractor Invoices to a 'Draft' Disbursement.
This opens the New Disbursement panel on the right side of the page. NotesWhen using a custom payments workflow, the New Disbursement page contains two sub-pages: #1 Review Invoices and #2 Select Funding Account.
When not using a custom workflow, the New Disbursement page also contains a #3 Authorize sub-page.
In the #1 Review Invoices page, do the following:
If there are invoices in the disbursement that are ineligible for payment: Show/Hide
When the Review Invoices page displays an error message indicating that there are ineligible invoices for payment, click 'Show Details' to expand the error message and review the details. Click Hide Details to hide the error message. You can address the eligibility issue or click the
icon to remove the disbursement to address it later. See Remove Subcontractor Invoices from Disbursements as a Payor.
Click Continue to proceed with the next step.
Select Business Entity & Funding Account
Your next step depends on whether your company configured a custom payments workflow. See Best Practices for Creating a Payments Workflow. For companies operating with multiple business entities, a Business Entity drop-down list appears.
If you only see the #2 Select Funding Account page, your company has implemented a custom payments workflow to streamline the approval process. Click here for next steps.
In the #2 **Select Funding Account page:
Business Entity. If applicable, select the appropriate business entity from the drop-down list. This list only appears for companies operating with more than one (1) business entity. See Add Business Entities as a Payor.
Funding Account. Select your company's funding account from the drop-down list. If only one funding account is set up for the selected business entity, it’ll be preselected.
Disbursement Name. Enter a unique name to help others identify the disbursement. There is a maximum character limit of 50.
Choose one (1) option:
To go back to the previous step, click Back.
To save the disbursement as a 'Draft', click Save as Draft. Procore adds a 'Draft' status to the disbursement for easy identification. To add more invoices to the disbursement, see Add Subcontractor Invoices to a 'Draft' Disbursement.
If you are ready to pay the invoices in the disbursement, click Start Workflow.
NoteAfter clicking Start Workflow, the system checks to determine if the selected invoices are eligible for payment. If invoices are ineligible for payment, an error message appears. Click Show Details to expand the message and review the details. Click Hide Details to hide the error message.
Continue with the steps in Workflows Enabled: Start the Payments Workflow & Authorize the Disbursement.
If you see a #3 Authorize page, your company hasn't implemented a custom payments workflow to streamline approval. Click here for next steps.
In the #2 **Select Funding Account page:
Business Entity. If applicable, select the appropriate business entity from the drop-down list. This list only appears for companies operating with more than one (1) business entity. See Add Business Entities as a Payor.
Funding Account. Select your company's funding account from the drop-down list. If only one funding account is set up for the selected business entity, it’ll be preselected.
Disbursement Name. Enter a unique name to help others identify the disbursement. There is a maximum character limit of 50.
Choose one (1) of these options:
To save the disbursement as a 'Draft', click Save as Draft. Procore adds a 'Draft' status to the disbursement for easy identification. To add more invoices to the disbursement, see Add Subcontractor Invoices to a 'Draft' Disbursement.
To pay the invoices in the disbursement, click Continue and proceed to Authorize Disbursements.
NoteAfter clicking Continue, the system loads the disbursement and then checks to determine if the selected invoices are eligible for payment. An error message appears for each ineligible invoice. Click Show Details to expand the error message and review the details. Click Hide Details to hide the error message.