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Acumatica Release Notes

Below are the notable changes to the Procore + Acumatica Cloud ERP integration.

Recent Changes

New! retention release on subcontractor progress claims with the Acumatica Cloud ERP Connector (08/05/2023)

Users can now release retention on subcontract progress claims in Procore and export the released retention to Acumatica Cloud ERP. This feature will be automatically enabled on all integrated projects. To learn more about this feature, see Send Subcontractor Progress Claims to ERP Integrations for Accounting Acceptance.

New! Head Contracts and Head Contract Change order (PCCO) syncing with the Acumatica Cloud ERP Connector (08/05/2023)

Users can now sync their Head Contracts to Acumatica Cloud ERP as a single, summarised line item in the Revenue Budget tab. Head Contract syncing is automatic and requires no action to initiate once a contract has been created and approved in Procore. To learn more about this feature, see How do I sync my Head Contract with Acumatica?

Users can also sync PCCOs from Procore to Acumatica Cloud ERP. To enable PCCO syncing on an integrated project, please contact your Acumatica Cloud ERP channel partner and request that they upgrade you to the latest Procore Customization Package. For more information, reach out to your Procore point of contact.

NEW! Received Date Syncing for Direct Costs in Procore with the Acumatica Cloud ERP CONNECTOR (18/10/2022) 

With Received Date syncing for the Direct Costs tool, users can now enjoy the added benefit of using the pre-fill function in Owner Invoicing to pull in those Direct Costs with a Received Date that fall within a progress claim's selected billing period. This function was previously unavailable because the pre-fill function requires a date entry to determine if a cost falls within the relevant billing period.

To learn more about the details of this function, see Project Financials + Acumatica Connector: Received Date Syncing for Direct Costs in Procore.

Previous Changes