About Direct Sub-Tier Payments with Procore Pay

To ensure funds are distributed to the correct entity, you must first associate your sub-tier's billing information with a verified entry in the Procore Directory. This step uses an EIN-based confirmation system to validate the sub-tier’s identity. Establishing this link is a one-time requirement per commitment that enables the General Contractor (GC) to replace manual check issuance with verified electronic transfers.

• Required User Permissions:

  • To add an EIN to a Directory record.

  • To link a Sub-tier to a Directory record.

    • 'Read Only' or higher permissions on the project's Directory tool.
      AND

    • 'Admin' level permissions on the project's Commitments tool.

• Sub-tier linking to a Directory entry is required only once per commitment.

• Ensure the sub-tier’s name in the Directory matches the business name on their W-9 to avoid verification delays.

• Enter only in numbers (no dash) in the EIN field.

• Ensure sub-tiers are in your company Directory with an EIN and at least one user email address (no collaborator permissions required).

1. Locate and open the Commitment’s Lien Rights tab.

2. In the Beneficiary Onboarding Status column, select Link to Directory.

3. Enter the sub-tier’s EIN and select the appropriate company Directory entry.

4. Click Link.
   Note: This is required once per commitment.