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Review a Subcontractor Payment application as an Admin

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 Phased Release: New Admin & Collaborator Views for Subcontractor Payment applications
On March 23, 2022, the modernised subcontractor payment application experience was turned ON in all Procore project's using Procore's Payment application Management tools. To give you time to preview the design changes, Procore is providing users with the option to switch between the modernised and legacy experience until September 2023. After September 2023, the ability to exit out of the new experience will be removed and the legacy experience will no longer be available in Procore. To learn more, see Financial Management: New Admin & Collaborator Views for Subcontractor Payment applications.
 Note
If you have reverted to the legacy version of subcontractor payment applications, follow the steps in Review a Subcontractor Payment application as an Admin instead of the ones below.

Objective

To approve or reject the line items on a downstream payment application as an payment application administrator.

Background

If you are an payment application administrator for your project, it's important to ensure the payment applications submitted by your downstream collaborators are accurate. To support that, Procore provides you with the ability to approve or reject individual line item(s) on a payment application's Bill of Quantities card. To approve or reject line item(s), your Procore user account must be assigned the required user permissions detailed below. Once you have been granted the appropriate permissions, you can use the steps below to review the payment applications submitted to your team for payment. 

Things to Consider

  • Required User Permissions:
    • To review a subcontractor payment application as an admin from the Payment applications tool, 'Admin' level permissions on the project's Commitments tool. 
       Notes
      • Access permissions to the Payment applications & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Main Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
      • If you are a collaborator (for example, an payment application contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding or Main Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.
  • Additional Information:
    • Payment application administrators can review line items on any payment application and are NOT limited to reviewing only most recent payment application. However, it is important to keep in mind that rejecting a line item will NOT change the value of the payment application. 
    • To learn how to review a project payment application using the project's Commitments tool, see Review Subcontractor Payment applications as an Administrator.

Prerequisites

The payment application must be in the 'Under Review' status. Depending on who is creating the payment application, see the following tutorials. 

Steps

  1. Navigate to the project's Payment applications tool. 
  2. Click the Subcontractor tab. 
  3. Locate the payment application to review and click its Payment application link. 
  4. Scroll to the Bill of Quantities card.
  5. Click the Edit button. 
  6. In the Line Item Approval column, approve or reject each line item on the payment application as follows:
     Notes

    As you review each line item, keep in mind:

    • To approve a line item, click the GREY tick to approve it. A GREEN tick indicates you have approved the line item.
       sub-invoice-sov-line-item-approval-green-checkmark.png
    • To reject a line item:
      sub-invoice-sov-line-item-reject-reason.png
      1. Click the GREY 'x' to reject it. A RED 'x' indicates you have rejected the line item. 
        This opens the Reason (Optional) box. 
      2. Enter a reason in the Reason (Optional) box.
      3. Click Add.
         Important

        Comments entered in the 'Reason (Optional)' box are NOT included in the automated email sent to the payment application contact. However, you can export a PDF that includes a 'Reasons for Difference' table that shows the comments as entered. See Export a Subcontractor Payment application.

  7. Click one (1) of the save options:
    • Save. Click this button to save the payment application and keep it in the 'Under Review' status. 
      OR
    • Save & Change Status. Click this button to open the 'Save Edits and Change Status' window. Then, select the desired status and enter any information that you want to convey to the payment application contact in the Overall Comments box. Then click Save & Change Status.
       Tip
      What status do I change the payment application to? To learn more about the available statuses, see What are the default statuses for Procore payment applications?