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Enable the Payments Issued Tab on a Commitment from the Progress Billings Tool

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 Limited Release
flag-us.png The Progress Billings tool is only available to Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options. 

Objective

To enable the 'Payments Issued' tab on a commitment from the Progress Billings tool. 

Background

You can enable the 'Payments Issued' tab on a purchase order or a subcontract. As shown in the steps below, the controls in this tab give your project's users the ability to add new payment line items for a purchase order or subcontract. It also provides a convenient list that summarises all of the payments issued on project.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool. 
       Notes
      • User permissions are NOT managed in the project's Progress Billings tool. Instead, the Progress Billings tool is designed for users with 'Admin' level permissions on the Client Contracts and/or Commitments tool. 
      • If you are a collaborator (for example, an progress claim contact for a subcontracting company that is performing work for a head contractor managing your contract in Procore), your ability to perform invoice-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 Client Contracts and/or Commitments tool.
        • Your membership on the 'Private' list of a specific client contract, purchase order or subcontract.
        • Your designation as an 'Invoice Contact' on a client contract, purchase order or subcontract.
      • To learn more about permissions for specific tasks that can be performed with the Progress Billings tool, see Permissions: Progress Billings.

Prerequisites

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Under the Subcontractor tab, click the link in the Commitment column to select the commitment that you want to work with.
  3. Click the Advanced Settings tab.
     Note
    Depending on the size of your browser window, this tab may be listed as an option in the More menu. 
  4. Click Edit on the right-hand side of the screen.
  5. Scroll to Payment Settings.
  6. Place a mark in the Enable Payments check box.

    Enable Payments.png
  7. Click Save.