View a Beneficiary Record as a Payor (Draft)

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Objective

To view a beneficiary record in the Company level Payments tool as a Payments Admin or Payments Disburser for a payor.

Background

Things to Consider

Prerequisites

Steps

  1. Navigate to the Company level Payments tool.

  2. Click Beneficiaries.

  3. Click the arrow to expand one of the beneficiary groups:

    • Invite Sent & Onboarding Not Initiated. Lists beneficiaries who have been invited to join Procore Pay as a beneficiary but have not yet responded to the invite.

    • Onboarding in Progress. Lists beneficiaries who have accepted the invite to Procore Pay, but have yet to submit their bank account information.

    • Onboarding Complete & Needs Review. Lists beneficiaries who have completed subcontractor onboarding and are awaiting approval by the payor's Payments Admin or Payments Beneficiary Approver.

    • Ready for Payment. Lists beneficiaries that have been approved by a payor's Payments Admin or Payments Beneficiary Approver.

  4. Locate the desired beneficiary in the list.

  5. Click Manage.
    Procore Pay opens the selected beneficiary record. This page contains the following tabs.

Bank Account

The Bank Account tab shows the Bank Details and Business Identify Information.

Bank Account Details

Business Identify Information

Early Pay

If your company enables Early Pay Programs, the Early Pay tab appears.

Change History

The Change History tab logs the system changes to the beneficiary record. To learn more, see View Beneficiary Change History as a Payor.

See Also