View a Disbursements List

To view a list of disbursements in the Company level Payments tool.

Payments Admins and Payments Disbursers can see all of the disbursements that have been created.

• Required User Permissions

• Add a Payments Disburser

• Create Disbursements

1. Navigate to the Company level Payments tool.

2. Click the Disbursements tab.

    Tip

   Don't see the Disbursements tab? To view this tab, your Procore user account must be assigned the Payments Disburser or Payments Admin role.

3. In the Disbursements tab, the table lists all the disbursements.
   

4. Optional. Filter the data table by selecting one (1) or more of these options:

   • Created On. Click the button and select one of these options:* Last 30 days. Shows only the disbursements created in the last thirty (30) days.* Last 60 days. Shows only the disbursements created in the last sixty (60) days.* Year to Date. Shows all of the disbursements created in the past year.

   • Funding Account. Click the button to select one (1) or multiple company's funding account options.

      Tip

     How do you add a funding account to the drop-down menu? See Add Funding Accounts.

   • Drawdown Status. Click the button to select one (1) or multiple company's funding account options. See What are the default drawdown statuses in Procore Pay?

• View a Disbursement