Enable the Payments Issued Tab on a Commitment from the Progress Billings Tool
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.
Steps
- Navigate to the project's Progress Billings tool.
- Under the Subcontractor tab, click the link in the Commitment column to select the commitment that you want to work with.
- 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.
- Click Edit on the right-hand side of the screen.
- Scroll to Payment Settings.
- Place a mark in the Enable Payments check box.
- Click Save.