Review Payment Application Line Items as a Payment Application Contact

Objective

To review rejected line items on a subcontractor invoice as the payment application contact. 

Background

Project managers and users with 'Admin' permissions on the Commitments tool can approve or reject payment application line items that have been submitted by a payment application contact (or Procore user with permission to submit a payment application).  If you are a payment application contact, you will be able to see which items on your payment application are approved and rejected as follows:

• A green tick indicates that the payment application line item has been approved. 
• A red x indicates that the payment application line item has been rejected.

Procore users with 'Standard' permission can view the line items that have been approved and rejected. They can also view any comments that have been added to the rejected line item(s). 

Things to Consider

• Required User Permission:
  • 'Admin' on the project's Commitments tool.
    OR
  • 'Standard' on the project' s Commitments tool and you must be added as a payment application contact on the commitment. See Add Payment Application Contacts to a Commitment.

Steps

1. Navigate to the project's Invoicing tool.
2. Click the Subcontractor tab, select the commitment that you want to work with.
3. Click the Payment Applications tab.
4. Click Edit for the payment application that you want to work with.
5. Click Edit.
6. Items with a green checkmark  to the left of the line show that the item has been approved. Items with a red X  to the left of the line item means that the line item has been rejected. The Comment column to the right shows any comments that have been added to the line item by the Admin user. 

5. You can adjust your line item amounts and then click Submit for Review.

See Also

• Submit a Payment Application as a Subcontractor