Skip to main content
Procore

Overview

  1. Last updated
  2. Save as PDF

The modernised commitment Payment Applications experience offers a redesigned payment application interface, automated commitment payment application numbering, granular variation management, expanded retention controls, Procore Pay compatibility, line-item level approval and rejection and workflow routing driven by custom fields on the parent commitment.

The key benefits of the modernised commitment Payment Applications experience include:

  • Expanded retention controls: Set a Subcontractor default payment application type so administrators determine which columns are billable (Work and materials, retention or both) and define the default type for payment applications created without an Invite to Bill. Additionally, a warning banner alerts users whenever retention is released on a payment application.

  • Automated payment application numbering: Define a Company level numbering format for newly created commitment payment applications using components like Payment application position, Project number and Commitment number to ensure consistent numbering across all projects.

  • Configurable fieldsets and custom fields: Tailor payment application layouts and define custom fields for commitment payment applications to match your organisation's specific data collection needs.

  • Custom field workflow routing. Configure and route commitment payment application workflows based on custom fields on the parent commitment, automating payment application routing and reducing manual intervention and error.

  • Bulk line item updates: Select multiple or all Bill of Quantities (BOQ) line items and use the Edit values side panel to apply Work completed this period (%), Total to date (%) and retention percentages across all selected lines at once.

  • Procore Pay compatibility: Procore Pay is supported exclusively on the modernised experience, unlocking integrated lien waivers, payment application and vendor holds, compliance requirements and disbursements.

  • Granular variation management. Add or remove individual variations on an existing payment application, rather than accepting all or none.

  • Workflows support. Commitment Payment Applications support Procore Workflows, including continued use of your existing legacy (V1) workflows. For more information, see For customers using legacy (V1) workflows.