View Beneficiary Change History as a Payor

Beta icon General Availability in Select Markets (United States)

flag-us.png Procore Pay is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors.

Objective

To view the change history of a beneficiary record in the Company level Payments tool as a payor.

Background

As a Payments Admin or Payments Beneficiary Approver for a payor, you can track the progress of your subcontractor's onboarding status for Procore Pay in the Change History tab for each beneficiary.

Things to Consider

Prerequisites

Steps

  1. Navigate to the Company level Payments tool.

  2. Click the Beneficiaries tab.

  3. Expand the Onboarding Complete & Needs Review or Ready for Payment tab.

  4. Click Manage.
    This opens the beneficiary's record in the Payments tool.

  5. Click the Change History tab.
    The Change History tab logs the payee's onboarding status. To learn about each status, see What are the default statuses for Procore Pay onboarding?

Change History Tab

The payee's enrollment status changes are logged in the beneficiary's Change History tab.

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 (--).