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Procore

View the Accountant Report

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Objective

To view a report that lists all of the Procore users at your company who have been designated as accounting approvers.

Background

The Accountant Report lets users with 'Admin' level permission to the ERP Integrations tool view the 'Accountants in Procore' list. This list shows the Procore users who have been designated with the accounting approver role. See What is the accounting approver role?

Things to Consider

  • Required User Permissions:
    • To view the report: 'Admin' level permission to the Company level ERP Integrations tool.
    • To be listed as an accountant in the report:
      • 'Standard' or 'Admin' on the company's ERP Integrations tool.
        AND
      • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click Configure Settings icons-settings-gear.png.
  3. Click Accountant Report.

    erp-accountants-in-procore.png

See Also