Add Payments Disbursers

  1. Navigate to the Company level Payments tool.

  2. Click the Payments Settings icon-settings-gear-android.png icon. This opens the Payment Settings page. The Funding Accounts page is active by default.

  3. Click the Payment Processing tab. This is the active tab by default.

  4. Click the Payments Permissions link.

  5. Scroll to Payments Disbursers.

    add-disbursers.png

  6. Click the Add Disbursers button. This opens the Add Disbursers window.

  7. In the Add Disbursers window, add one (1) or more employees from your company as follows:

     Pointe

    Quels utilisateurs sont disponibles dans la liste Rechercher des personnes ? Tout compte utilisateur Procore marqué comme employé de votre entreprise dans l’outil Annuaire au niveau entreprise. Les déboursés doivent être des employés de votre entreprise. Voir Comment ajouter une personne en tant qu’employé de mon entreprise ?

    • Start typing the name of the user to add in the Search People list.

    • Select the matching user name(s) from the drop-down list.

      add-disbursers-modal.png

  8. Click Continue.

  9. Review the names in the Payments Disbursers list.

    payments-disbursers-list.png

  10. Click Add Disbursers. A GREEN banner indicates the action was successful. Procore also logs the 'User added as Disburser' action in the Change History.