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Procore

Accept or Reject a Commitment for Export to QuickBooks

Objective

To accept or reject a commitment that has been sent to the ERP Integrations tool for acceptance for export to an intergrated ERP system by an accounting approver.

Background

 

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.

Important! If you are granted only 'Standard' level permission, you can only view data. You do not have sufficient access permission to accept or reject items for export.

Steps

Review a Commitment

  1. Navigate to the company's ERP Integrations tool.
  2. In the
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    Integration page, click the Commitments subtab. 
  3. In the 'Views' menu, click the Ready to Export link. 
    This page that appears lists only the commitments that have been sent to the ERP Integrations tool for accounting approval. See Send a Commitment to ERP
  4. Continue with one of the following:

Accept a Commitment​

  1. Locate the commitment in the 'Commitments - Ready to be Exported to
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    ' list.
  2. Choose the Accept option. 
  3. Click Export
    This exports the commitment to your
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    database. The process typically takes a few minutes. 
    (Note: If for any reason a commitment (or another item) fails to export to
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    , you can view the failed item(s) by clicking the Failed to Export link in the Views menu in the right pane. When an commitment fails to sync, follow the steps in Reject a Commitment and then Re-send a Rejected Commitment to ERP). 
  4. (Optional) To verify that the sync was successful, log into
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    and verify that your data appears as expected.

Reject a Commitment

  1. Locate the commitment in the Commitments - Ready to be Exported to
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    list.
  2. Choose Reject.
  3. Enter a short explanation about the reason(s) for the rejection.
  4. Click Reject.
    The following events occur:
    • The system removes the commitment from the ERP Integration tool and returns it to an editable state in the project's Commitments tool. See Edit a Commitment.
    • The system sends an automated email notification to the creator of the commitment. This alerts that person of the 'Reject' response.

See Also