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About 72 results
  • Send a Procore Project to ERP for Accounting Acceptance
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/send-a-procore-project-to-erp-integrations-for-accounting-acceptance
    To retrieve an ERP-synced project that was sent the ERP Integrations tool. A project can only be retrieved before the it's accepted or rejected by an accountant.
  • Configure Cost Code Preferences for ERP
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/configure-cost-code-preferences-for-erp
    How to configure your company's cost code preferences for account's using the ERP Integrations tool with a ERP system.
  • Export a Commitment to ERP
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/export-a-commitment-to-erp
    How to export a commitment (e.g., a subcontract or purchase order) created in Procore to your integrated ERP system.
  • Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/resend-a-rejected-commitment-to-erp-integrations-for-accounting-acceptance
    How to re-send a previously rejected commitment to the ERP Integrations tool so it can be accepted or rejected for export to your integrated ERP system.
  • Add an ERP Company to the Procore Company Directory
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/add-an-erp-company-to-the-company-directory
    To add an ERP company as a new company entry in Procore's Directory tool.
  • Retrieve a Budget from ERP Before Acceptance
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/retrieve-a-budget-from-erp-integrations-before-acceptance
    How to retrieve a budget that was sent to the ERP Integrations approval before it is accepted by an accounting approver for export to ERP.
  • Export a Procore Budget to ERP
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/export-a-procore-budget-to-erp
    Export a budget in Procore to your ERP system.
  • Who receives a notification when an item is rejected from ERP?
    https://en-au.support.procore.com/faq/who-receives-a-notification-when-an-item-is-rejected-from-erp
    Please note that the ability to send an item to ERP is dependent on the type of ERP integration your company has enabled (for example, Sage 300 CRE®, QuickBooks® Desktop, or Xero™). If syncing for a t...Please note that the ability to send an item to ERP is dependent on the type of ERP integration your company has enabled (for example, Sage 300 CRE®, QuickBooks® Desktop, or Xero™). If syncing for a type of item is not supported by your ERP integration, you will not have the option to send it to the ERP tool for accounting acceptance. The user who sent the Job to ERP receives a notification. The user who sent the Sub Job to ERP receives a notification.
  • How do I export cost forecast data from a Procore budget to CMiC
    https://en-au.support.procore.com/faq/how-do-i-export-cost-forecast-data-from-a-procore-budget-to-cmic
    How to export cost forecast data into Viewpoint® Vista™
  • Accept or Reject a Commitment for Export to ERP
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/accept-or-reject-a-commitment-for-export-to-erp
    How to accept or reject a commitment for export to your ERP system.
  • Retrieve a CV from ERP Integrations Before Acceptance
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/retrieve-a-cco-from-erp-integrations-before-acceptance
    How to retrieve a Commitment Change Order (CCO) that was sent to the ERP Integrations tool before it is accepted for export to your ERP system by an accounting approver.