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About 48 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.
  • View an ERP Unsyncable Direct Costs Report
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/view-an-ERP-unsyncable-direct-costs-report
    How to view the Job Costs Report for a Procore project that's integrated with an 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.
  • Add ERP Standard Cost Codes to a Project
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/add-erp-standard-cost-codes-to-a-project
    How to add 'Xero™ Standard Cost Codes' at the Company level to a 'Project Cost Codes' list in Procore.
  • Enable ERP Job Cost Transaction Syncing on a Procore Project
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/enable-erp-job-cost-transaction-syncing-on-a-procore-project
    Enable the job cost transaction syncing setting on a Procore project for companies using supported ERP integrations.
  • Archive and Unarchive Cost Codes Synced With an ERP Integration
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/archive-and-unarchive-cost-codes-synced-with-an-erp-integration
    To archive and unarchive ERP-synced cost codes using the Company Admin tool.
  • 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.
  • Accept or Reject Subcontractor Progress Claims for Export to ERP
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/accept-or-reject-subcontractor-invoices-for-export-to-erp
    How to accept or reject a subcontractor progress claim so it can be exported from the ERP Integrations tool to Xero™.
  • Unlink Subcontractor Progress Claims Synced with ERP
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/unlink-subcontractor-invoices-synced-with-erp
    How to unlink a subcontractor progress claim after it has been synced with your ERP system.
  • Consolidate and Link ERP Companies to Procore Companies
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/consolodate-and-link-erp-companies-to-procore-companies
    How to consolidate your list of companies in your ERP and Procore directories so that there are no duplicates and that active ERP companies can be linked to their matching entry in Procore.