Comparison

Procore Pay

Not supported.

Supported. Enables Procore Pay lien waivers, payment application and vendor holds, payment application compliance requirements, payment requirements and disbursements.

Primary design layout

A fixed table layout with limited on-screen detail.

A modernised, more intuitive layout consistent with Procore's other financial tools.

Retention controls

Limited administrative control over billable retention.

Subcontractor default payment application type setting controls billable columns (Work and materials and/or retention) and the default payment application type for subcontractor-created payment applications. A warning banner appears when retention is released.

Workflow routing

Static routing configured on the workflow.

Route based on custom fields on the parent commitment and many other conditional steps, automating payment application routing.

Custom fields & fieldsets

Not configurable.

Configurable fieldsets and custom fields on main contract payment applications.

Exports

PDF with attachments was compiled and emailed when ready.

Export > PDF with attachments downloads the compiled PDF directly.

Workflows

Legacy (V1) workflows only, actioned on a separate workflow screen.

Support new workflows and legacy (V1) workflows, both actioned in the new workflows side panel.

Payment application numbering

Payment application # is a free-form field; payment application contacts enter their own reference number. 

Optional Company level automated numbering format built from components such as payment application position, project number and commitment number. Generated numbers are non-editable. (Requires Company level opt-in.)