Accept or Reject Owner Invoices for Export to ERP

Coming iconERP DOCUMENTATION

Each Procore-built ERP integration offers its own unique feature set. Your integration might not support the action described on this page.

To learn about your integration and its supported features, see Things to Know About Your ERP Integration.

To explore all documentation for your integration, see ERP Integrations.

Beta icon For Procore Customers in the United States

flag-us.png When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options.

  • To learn the differences: Show/Hide

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options.

      General Contractors English (United States) - Default

      Owners English (Owner Terminology V2)

      Specialty Contractors English (Specialty Contractor Terminology)

      Invoicing

      Invoicing

      Progress Billings

      Owner

      Funding

      Owner

      Owner/Client

      Owner/Client

      GC/Client

      Prime Contract Change Order

      Funding Change Order

      Client Contract Change Order

      Prime Contracts

      Funding

      Client Contracts

      Revenue

      Funding

      Revenue

      Subcontract

      Contract

      Subcontract

      Subcontractor

      Contractor

      Subcontractor

      Subcontractor Schedule of Values (SSOV)

      Contractor Schedule of Values (CSOV)

      Subcontractor Schedule of Values (SSOV)

Objective

To accept or reject an owner invoice that has been sent to the ERP Integrations tool for acceptance by an accounting approver.

Background

After a user sends an invoice to the ERP Integrations tool for accounting acceptance, an accounting approver has the option to 'Accept' or 'Reject' the invoice.

Things to Consider

  • Required User Permissions:

    • '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.

  • Prerequisites, limitations, and considerations will vary depending on the ERP system your Procore account is integrated with. See Things to Know about your ERP Integration for details.

Steps

  • Review an Invoice

  • Accept an Invoice

  • Reject an Invoice

Review an Invoice

  1. Navigate to the company's ERP Integrations tool.

  2. Click the Owner Invoices tab.
    Note: If your web browser is minimized, click the More link and select Owner Invoices from the list.

  3. Under Filter Invoices By, make sure the Ready to Export link is highlighted.
    The page that appears lists only the invoices that have been sent to the ERP Integrations tool for accounting acceptance.

  4. Continue with one of the following:

    • Accept an Invoice

    • Reject an Invoice

Accept an Invoice

  1. Click Accept under the Billing period column next to the invoice you want to accept for export.

  2. Click Export to ERP.
    This sync process typically takes a few minutes.

    • If for any reason an invoice fails to export, you can view the failed item(s) by clicking the Failed to Export link in the filters menu in the right pane.

Reject an Invoice

  1. Click Reject under the Billing period column on the invoice you want to reject for export.

  2. Enter the reason(s) for rejecting the invoice in the Reason box. Then, click Reject.
    The following events occur:

    • The system removes the invoice from the ERP Integrations tool and returns it to an editable state in the project's Prime Contracts tool in the Invoices tab.

    • The system sends an automated email notification to the user who created the invoice to alert this person of the 'Reject' response.