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Accept or Reject a CCO for Export to QuickBooks

Objective

To accept or reject a Commitment Change Order (CCO) that has been sent to the ERP Integrations tool for acceptance by an accounting approver.

Background

After a user sends a CCO to the ERP Integrations tool for accounting acceptance (see Send a Change Order to ERP Integrations for Accounting Acceptance) an accounting approver (see What is the Accounting Approver Role?) has the option to 'Accept' or 'Reject' the budget as follows:

Note: If there is at least one (1) change order in the ERP Integrations tool that's awaiting accounting acceptance, Procore sends an automated email notification to the designated accountant once per day with the subject line 'ERP Integrations Daily Summary.' This notification lists all of items awaiting that person's acceptance.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 
  • Prerequisites:

Steps

Review a Commitment Change Order

  1. Navigate to the company's ERP Integrations tool.
  2. In the ERP Integrations tool, click the Change Orders subtab. 
  3. In the 'Views' menu, click the Ready to Export link. 
    The page that appears lists only the CCOs that have been sent to the ERP Integrations tool for accounting acceptance. See Send a Commitment Change Order to ERP for QuickBooks
  4. Continue with one of the following:

Accept a Commitment Change Order

  1. Locate the CCO in the 'Change Orders - Ready to be Exported to QuickBooks' list.
  2. Choose the Accept option.
  3. If prompted, enter a Title/Description.
    • This will appear if the 'Enable Custom CCO Title/Description When Exporting to QuickBooks' feature is enabled.(Note: This feature must be enabled at the Company level by Procore. To submit a request to your Procore point of contact to enable this feature, a user must have 'Admin' level permission to the ERP Integrations tool).
  4. Click Export
    This syncs the CCO with your QuickBooks database. The process typically takes a few minutes. 
  5. (Optional) To verify that the sync was successful, log into QuickBooks and verify that your data appears as expected.

Reject a Commitment Change Order

  1. Locate the CCO in the 'Change Orders - Ready to be Exported to QuickBooks' list.
  2. Choose the Reject option.
  3. Enter a short explanation about the reason(s) for the rejection.
  4. Click the Reject button. 
    The following events occur:
    • The system removes the CCO from the ERP Integrations tool and returns it to an editable state in the project's Change Orders tool and in the Commitments tool's Change Order subtab. See Edit a Change Order.
    • The system sends an automated email notification to the user who sent the CCO to the ERP Integrations tool to alert this person of the 'Reject' response.
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Last modified
12:24, 3 Feb 2017

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