Payor Guide Onboarding Your Specialty Contractors To Procore Pay

1. Navigate to the Company level Payments tool.

2. Click the Beneficiaries tab.

3. Locate the beneficiary and click Manage.

4. Review the beneficiary's information for accuracy:

   • Directory Record. Shows the beneficiary's information in the company record of the Directory tool. See Add a Company to the Company Directory.

   • Company Profile. Shows the beneficiary's profile information as the beneficiary submitted it. See Set Up Procore Pay as a Payee.

   • Bank Account. This is the bank account number for payments submitted by the beneficiary.

      Note

     What if the information in the Directory Record and Company Record are different? If the information submitted by the beneficiary is different from the information in the Directory tool, Procore recommends contacting the beneficiary to determine if your Procore Administrator needs to make an address change in their company record. To learn more, see Edit a Company in the Company Directory.

5. If the information is correct, click Approve for Payment.

This sets the account's status to 'Approved', enabling it to receive payments through Procore Pay.