Send an Owner Invoice to ERP Integrations for Accounting Acceptance

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

Background

To sync invoices 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 invoice data to your integrated ERP system. After invoices are sent to the ERP Integrations tool, users will NOT be able to edit the invoice in the Prime Contracts tool (with the exception of the invoice's attachments).

Things to Consider

  • Required User Permissions:

    • 'Admin' permission on the project's Prime Contracts tool.

      Note icon Notes

      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding, or Prime 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 general contractors, owners, and specialty contractors?

      • If you are a collaborator (for example, an invoice 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 Prime Contracts tool.

        • Membership on the 'Private' list of a specific contract or funding

        • Designated as an 'Invoice Contact' on the contract or funding.

  • Requirements:

  • 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 icon Tips

You must be using the Modernized Owner Invoice Experience (Beta) to see the 'Send to ERP' button. If the 'Send to ERP' button is grayed out and unavailable, check to be sure the invoice is in the required status.

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

  1. Navigate to the project's Invoicing tool.

  2. Click the Owner tab.

  3. Locate the invoice to work with, then click its Number link.
    Note: To allow export of an invoice, it must be in the _'_Approved' status.

  4. Click Send to ERP.