Authorize a Disbursment

The steps to follow depend on whether the Workflows tool is enabled or disabled in your environment. For instructions, see:

  • Workflow Enabled: Start the Payments Workflow & Authorize the Disbursement

  • Workflows Disabled: Authorize the Disbursement

 Important

Once authorized, a disbursement's drawdown instructions and payment orders cannot be canceled. To cancel a disbursement before authorizing it, see Cancel Disbursements Before Authorization as a Payor.

Workflows Enabled: Start the Payments Workflow & Authorize The Disbursement

If the Workflows tool is enabled, a custom payments workflow guides your team through your company's approval process. The system sends an email notification to the assignee for the first step, who then reviews the disbursement and its invoice payments. Your team may have one (1) or multiple workflow steps.

Click here to view the steps.

Start the Payments Workflow

  1. In the Disbursement # page, click Start Workflow.

    disbursement-start-workflow.png
    The system starts the custom payments workflow configured for the Payments tool. The Workflow Status changes from Not Started to Under Review. A Workflows panel also opens on the right side of the page.

  2. Each assignee(s) on the custom payments workflow must complete their assigned step. For instructions, see Approve or Reject a Disbursement with a Custom Payments Workflow.
    On the Workflows panel, the system shows the name of the current workflow step, the due date, the status of the step, and the name of the assignee.

    disbursement-workflow-in-progress.png

     Tips

    • Want to hide the disbursement's Workflows panel? Click Hide Workflow.

    • Want to cancel the disbursement? Click Cancel Disbursement. This action permanently removes the disbursement. It cannot be recovered, but you can create a new one to replace it.

    Once all workflow steps are complete and the disbursement is approved, the Workflows panel shows a record of each step which includes the name of each approver, as well as a date and timestamp for the completed step.

    approval-in-workflow-panel.png

  3. Continue with the next step.

Authorize the Disbursement

Once the disbursement is approved, a Payments Admin or Payments Disburser completes the authorization step. To safeguard your company from the potential for misconduct, Procore requires two (2) different users to handle invoice approval and payment authorization. This helps to prevent a single Procore user from unilaterally approving an invoice and authorizing its corresponding payment.

 Important

Payment Admins and Disbursers cannot authorize a disbursement if they are also the last user to approve a subcontractor invoice in that disbursement.

  1. In the General tab of the disbursement, click Authorize.

     Tip

    Don't see the Authorize button? If your company has enabled the Workflows tool, but has not configured a custom payments workflow for Procore Pay, an alert banner appears. See Best Practices for Creating a Payments Workflow and Configure the Settings for a Payments Workflow Template.

    authorize-post-workflow.png

  2. Click Authorize.
    The system performs a check to determine if there are any issues to resolve.

  3. If an alert appears at the top of the page, resolve the issue(s) listed in the alert.

  4. In the Authorize panel:

    • Under Drawdown, mark the checkbox to authorize the instructions.

    • Under Payments, mark the checkbox to authorize the .

      authorize-panel-with-workflows.png

  5. Click Authorize.

     Tips

    What happens next? See these tips to learn more:

Workflows Enabled: Start the Payments Workflow & Authorize The Disbursement

If the Workflows tool is disabled, a third 'Authorize' step appears on the New Disbursement page. A Payments Admin or Payments Disburser must acknowledge the Drawdown and Payments for the disbursement before clicking Authorize.

Click here to view the steps.

Authorize the Disbursement
 Important

Payment Admins and Disbursers cannot authorize a disbursement if they are also the last user to approve a subcontractor invoice in that disbursement.

  1. In the Authorize panel:

    • Under Drawdown, mark the checkbox to authorize the drawdown instructions.

    • Under Payments, mark the checkbox to authorize the payment orders.

      authorize-new-disbursement.png

  2. Click Authorize.

     Tip

    What happens next? See these tips to learn more:

Create a Disbursement
Complete the Transactional MFA Challenge