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Procore (en-GB)

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 invoices at once. 

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project's Commitments tool.
       Note
      Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Main Contracts or Commitments tool, as well as the privacy and payment application contact settings set on each main contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Payment Applications.

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Place a tick next to the payment applications with the statuses to update.
  4. Click Edit.
    bulk-edit-payment application-statuses.png
  5. Select the appropriate status from the drop-down list:
    • Draft. The payment application still needs to be approved. Costs are not reflected in the budget.
    • Under Review. The payment application is currently being reviewed by an approver. Costs are not reflected in the budget.
    • Revise & Resubmit. The payment application needs to be reviewed and resubmitted. Costs are not reflected in the budget. 
    • Pending Owner Approval. The payment application is waiting to be approved by the owner. Costs are not reflected in the budget.
    • Approved as Noted. This amount will not show up on the budget.
    • Approved. This amount will show up in the Job to Date Costs column on the budget.
       Notes
  6. Click Save Edits