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About 17 results
  • Can I change the selected vendor type after a company has been synced?
    https://en-au.support.procore.com/faq/can-i-change-the-selected-vendor-type-after-a-company-has-been-synced
    Answer You cannot change the vendor type after a Procore Company is synced/linked to a vendor ID from an integrated ERP system. To work around this, Procore recommends changing the 'Vendor Type' in yo...Answer You cannot change the vendor type after a Procore Company is synced/linked to a vendor ID from an integrated ERP system. To work around this, Procore recommends changing the 'Vendor Type' in your integrated ERP system and then refreshing the vendor list in Procore. The updates will go into effect after the next successful data sync. See Also Things to Know about your ERP Integration
  • What is the accounting approver role?
    https://en-au.support.procore.com/faq/what-is-the-accounting-approver-role
    Provides information about the 'Accounting Approver' role for the ERP Integrations tool when configured for one of the supported ERP systems.
  • Why can't I create WBS custom segments?
    https://en-au.support.procore.com/faq/why-cant-i-create-wbs-custom-segments
    Describes the reasons some Procore users are not able to create custom segments with Procore's Work Breakdown Structure feature.
  • Why are my variation line items duplicated on my subcontractor progress claim?
    https://en-au.support.procore.com/faq/why-are-my-change-order-line-items-duplicated-on-my-subcontractor-invoice
    Learn about the conditions that lead to variation line items appearing twice on subcontractor progress claims on ERP-synced projects.
  • Are pending commitments automatically synced with integrated ERP systems?
    https://en-au.support.procore.com/faq/are-pending-commitments-automatically-synced-with-integrated-erp-systems
    Upon completion of a workflow applied to the commitment when the Direct Export feature is enabled for commitments in your company's account, and a workflow is applied to the commitment. After a commit...Upon completion of a workflow applied to the commitment when the Direct Export feature is enabled for commitments in your company's account, and a workflow is applied to the commitment. After a commitment is sent to the ERP Integrations tool for accounting acceptance, and an accounting approver accepts the commitment for export to your integrated ERP system.
  • Can I customise the numbering system for financial objects in Procore?
    https://en-au.support.procore.com/faq/can-i-customize-the-numbering-system-for-financial-management-objects-in-procore
    Provides guidance for how your project team can apply a customised numbering scheme to a project's commitment, contracts, fundings and changes.
  • What happens if I have duplicate company records in Procore's Company Directory?
    https://en-au.support.procore.com/faq/what-happens-if-i-have-duplicate-company-records-in-procores-company-directory
    When you add a new company record to a project's Directory tool, the system automatically adds that company record to the Company level Directory tool. Multiple entries for the same company (e.g., a s...When you add a new company record to a project's Directory tool, the system automatically adds that company record to the Company level Directory tool. Multiple entries for the same company (e.g., a subcontractor, contractor, outside vendor) are accidentally created in the Company Directory when different users add the same company (with different spellings) to two different projects.
  • Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?
    https://en-au.support.procore.com/faq/are-accounting-approvers-notified-when-data-is-awaiting-acceptance-in-the-erp-integrations-tool
    The email alerts the approvers that data has been sent to the ERP Integrations tool for review and that those items are awaiting an 'Accept' or 'Reject' response. Note: If an accounting approver initi...The email alerts the approvers that data has been sent to the ERP Integrations tool for review and that those items are awaiting an 'Accept' or 'Reject' response. Note: If an accounting approver initially submits a 'Reject' response, the system will NOT send an immediate automated email notification after the corrected information is sent to the ERP Integrations tool.
  • Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
    https://en-au.support.procore.com/products/online/user-guide/company-level/admin/tutorials/add-the-erp-direct-costs-column-to-a-procore-budget-view-for-erp-integrations
    How to add ERP Direct Costs column to a Procore Budget View for ERP Integrations
  • Why is my Procore project missing from the ERP Integrations tool?
    https://en-au.support.procore.com/faq/why-is-my-procore-project-missing-from-the-erp-integrations-tool
    If your company has configured the ERP Integrations tool to work with your ERP system, a user can create a new project and then send it to the ERP Integrations tool for acceptance by an accounting app...If your company has configured the ERP Integrations tool to work with your ERP system, a user can create a new project and then send it to the ERP Integrations tool for acceptance by an accounting approver. To view this list, navigate to the ERP Integrations tool and click the Jobs subtab. After the project is created, it must be sent to the ERP Integrations tool.
  • Can I edit or delete a commitment after its been synced with an integrated ERP system?
    https://en-au.support.procore.com/faq/can-i-edit-or-delete-a-commitment-after-its-been-synced-with-an-erp-integration
    Explains the additional steps to take if you want to delete a commitment after it's been synced with Procore + ERP Integrations.