Bulk Edit the Status of Subcontractor Payment Applications
Objective
To bulk edit statuses for multiple subcontractor invoices.
Background
Use the steps below to change the status of multiple subcontractor payment applications at once.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
Prerequisites
Steps
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- Mark the tickboxes next to the payment applications that you want to update.
- Click Edit.
- Select the appropriate status from the drop-down list.
Note
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To learn more about statuses, see What are the default statuses for Procore payment applications?
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When creating a payment application (see Create a Payment Application on Behalf of a Payment Application Contact or Create and Submit a Payment Application as a Payment Application Contact), change the payment application's status to 'Under Review' when you are ready to send it to the payment application administrator. The administrator can then change its status to 'Approved' as needed.
- Users with 'Standard' level permissions can bulk edit payment applications only when the payment application is in the 'Draft' or 'Revise & Resubmit' status.
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- Click Save Edits.