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About 44 results
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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™.
  • 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.
  • 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.
  • 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.
  • https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/qbo
    Learn how to set up and use ERP Integrations for Procore® + QuickBooks® Online.
  • https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/sync-paid-invoice-notifications-from-erp-into-procore
    How sync bill payments made in your ERP system with the Payments Issued tab in Procore commitments.