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Procore

(Beta) View Funding Payment applications

 In Beta
This content is for participants in the Project Financials: Modernised Experience for Main Contracts beta program. 
 Limited Release
flag-us.png flag-canada.png The Funding tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?

Objective

To view the payment applications associated with a funding.

Background

To navigate to the payment applications associated with a funding, click the 'Invoices' tab in the funding.


Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Funding tool.

Steps

  1. Navigate to the project's Funding tool.
  2. In the fundings table, locate the funding.
  3. Click the contract's Number link to open it.
  4. In the contract, click the Payment applications tab to view the 'Invoices (Payment Applications)' table.
    funding-invoicing-tab.png
  5. Choose from these options:
    • To review the payment application line items, scroll to the up/down and left/right.
    • To open a payment application, click its Number link.

See Also