If a commitment has previously been sent to the ERP Integrations tool for accounting acceptance, the accountant has the option to submit a 'Reject' response. When rejected, the accountant typically includes a reason summarizing the issue(s) that must be corrected to achieve acceptance. Procore also sends an email to alert the person who created the commitment (see Create a Commitment) and to the person who sent the commitment to the ERP Integrations tool for accounting acceptance (see Send a Commitment to ERP for QuickBooks).
The next step is to address the reasons for the rejection in an updated commitment (see Edit a Commitment Synced with QuickBooks). Once the issues are addressed, you can use the steps below to resend the commitment to the ERP Integrations tool for acceptance by the accounting approver.
Color-coded icons appear to help you quickly identify the state of an item that has been integrated with your integrated ERP system (e.g., Dexter + Chaney Spectrum, QuickBooks, or Sage 300 CRE).
|OLIVE||Data has been retrieved from the ERP Integrations tool. |
Data has been rejected in the ERP Integrations tool by an accounting approver.
|GREEN||Data is synced with a third-party ERP system.|
|BLUE||Data been sent to the ERP Integrations tool for acceptance by an accounting approver.|