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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 'Speciality 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 main 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. 

      Main Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Speciality Contractors

      English (Speciality Contractor Terminology)
      Payment Applications Payment Applications Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client MC/Client
      Main Contract Variation Funding Variation Client Contract Variation
      Main Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Bill of Quantities (SBOQ) Contractor Bill of Quantities (CBOQ) Subcontractor Bill of Quantities (SBOQ)

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
  • Additional Information:
    • 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).