Skip to main content
Procore

Send Subcontractor Progress Claims to ERP Integrations for Accounting Acceptance

  1. Last updated
  2. Save as PDF
NEW ERP DOCUMENTATION EXPERIENCE!

We're building a better way to serve you documentation that gives you the most up-to-date and relevant information about how to use your company's Procore + ERP integration.

This page is part of the new experience. The new experience is currently complete for Workday®, QuickBooks® Online, Yardi Voyager®, Xero™, CMiC, NetSuite®, MRI Platform X®, Acumatica Cloud ERP, and MYOB Advanced Construction only. 

To view documentation for a Procore-supported ERP integration that is not yet part of the new experience, please see ERP Integrations and select the tile for your ERP system.

Objective

To send progress claims the ERP Integrations tool so they can be accepted by an accounting approver for export to your integrated ERP system. 

Background

To sync progress claims in a Procore project with your ERP system, they must be sent to the ERP Integrations tool in Procore for acceptance by an accounting approver. After acceptance, the system will export the progress claim data to your integrated ERP system. After progress claims are sent to the ERP Integrations tool, users will NOT be able to edit the progress claim in the Commitments tool (with the exception of the progress claim's attachments). 

Things to Consider

  • Required User Permissions:
    • 'Admin' permission on the project's Commitments tool.
       Notes
      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Head Contracts tool. Procore tool names vary, depending on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for head contractors, owners and speciality contractors?
      • If you are a collaborator (for example, an progress claim contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding or Head Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.
  • Requirements:
    • The progress claim must be in the Approved, Approved as Noted, or Pending Owner Approval status. 
  • Considerations, requirements, and limitations vary depending on the ERP system your Procore account is integrated with. See Things to Know about your ERP Integration for details.

Steps

 Tip

If the 'Send to ERP' button is greyed out and unavailable, it's usually because the progress claims are not in one of the required statuses.

Send One or More Subcontractor Progress Claims to ERP

A user with 'Admin' permission on the Commitments tool can perform this task in the project's Invoicing tool. 

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Mark the checkboxes that correspond to the progress claims that you want to send to ERP.
    Note: To select progress claims, they must be in the Approved, Approved as Noted, or Pending Owner Approval status. 
  4. Click Send to ERP.

Send an Individual Subcontractor Progress Claim to ERP 

  1. Navigate to the project's Commitments tool.
  2. Locate the commitment that contains the progress claim that you want to send to ERP Integrations. Then click View. 
  3. If you need to make any changes, click Edit. Then update the commitment as appropriate. See Edit a Commitment.
    Note: To enable the Send to ERP button in the next step, you must place the item into the Approved, Approved as Noted, or Pending Owner Approval status. 
  4.  Click the Progress Claims tab.
  5. Click Send to ERP.