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Procore (en-GB)

Undo the Rejection of an Payment Application in Portfolio Financials

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To undo the rejection of an payment application in the Contract Room of a Portfolio Financials project.

Background

The Contract Room is a shared portal where vendors can submit variations and payment applications directly to the project team for approval throughout the duration of the project. The Payment Applications tab of the Contract Room is where payment applications can be added, managed and reviewed. If an payment application was marked as rejected but should instead be approved, you can undo the rejection of the payment application.

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' permissions must have access to the contract associated with the invoice, or access to the relevant Invoice Room. 

Steps

  1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker
    Note: Cost items with a Contract Room are marked with a ribbon  icon.
  2. Click the Payment Applications tab.
  3. Click the payment application that was rejected.
  4. In the 'Invoice Status' section, click Undo.

    undo-rejection-button.png

    OR

    Click the vertical ellipsis  icon and select Undo Rejection

    ellipsis-undo-rejection.png
  5. Click Undo to confirm that the invoice should no longer be rejected. 
    Note: The status changes back to 'Approval Needed' and the invoice can now be approved or rejected. See Approve or Reject an Invoice in Portfolio Financials.