Bulk Edit the Status of Subcontractor Payment Applications

Objective

To bulk edit statuses for multiple subcontractor invoices.

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

Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
  Notes
  
  User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Main Contracts and/or Commitments tool.
  
  If you are a collaborator (for example, an payment application contact for a subcontracting company that is performing work for a main contractor managing your contract in Procore), your ability to perform payment application-related tasks is determined by the project team that controls these settings for your Procore user account:
  
  Your user account's permissions on the project's Commitments and/or Main Contracts tool.
  
  Your membership on the 'Private' list of a specific main contract, purchase order, or subcontract.
  
  Your designation as an 'Payment Application Contact' on a main contract, purchase order or commitment.
  
  To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.

Navigate to the project's Invoicing tool.
Click the Subcontractor tab.
Mark the checkboxes next to the payment applications that you want to update.
Click Edit.
Select the appropriate status from the drop-down list.
Note
- To learn more about statuses, see What are the default statuses for Procore payment applications?
- When creating an payment application (see Create an Payment Application on Behalf of an Payment Application Contact or Create and Submit an Payment Application as an 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.
Click Save Edits.