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Bulk Edit Subcontractor Payment application Status with the Payment Applications Tool

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 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      General Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)
      Invoicing Invoicing Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client GC/Client
      Prime Contract Change Order Funding Change Order Client Contract Change Order
      Prime Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

Objective

To bulk edit the status of multiple subcontractor payment applications as an payment application administrator. 

Background

Use the steps below to change the status of multiple subcontractor payment applications at once. 

Things to Consider

  • Required User Permissions
  • You can edit subcontractor payment application status in bulk only with the Payment applications tool.

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Mark the tickboxes that correspond to the commitments with payment applications:
     Note
    To change the status of the selected payment applications in bulk, each commitment that you select must have a payment application. 
    • To select all payment applications, mark the tickbox that corresponds to the heading in the Status column. This selects all of the commitments in the list. 
    • To select individual payment applications, mark the tickbox that corresponds to an commitment line item. 
  4. Click Edit.
  5. Select the appropriate status from the Select a Status drop-down list.
    bulk-edit-sub-invoice-status.png 
     Notes
  6. Click Save Edits.
    save-edits-sub-invoice.png 
     Tip
    Why isn't the Save Edits button active? A payment application doesn't exist for one (1) or more of the selected commitment(s). 

 

If you would like to learn more about Procore's invoice management software and how it can help your business, please visit our construction invoice management software product page icon-external-link.png.