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Send a Procore Project to ERP Integrations for Accounting Acceptance

Objective

To send a project in Procore to the ERP Integrations tool for acceptance for export to the integrated ERP system by an accounting approver.

Background

When you add a new Procore project to QuickBooks or add standard QuickBooks Cost Codes to a project, you must send the data to the ERP Integrations tool for accounting acceptance. After acceptance, the project data is exported to QuickBooks. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the project's Admin tool.

Steps

  1. Navigate to the project's Admin tool.
    This reveals the General Project Information page.



    (Note: If the Procore project has already been to synced with the integrated ERP system, the green ERP icon appears next to the 'General Project Information' title. See What do the ERP icons mean?)
  2. Click Send to ERP.



    This sends to project to the ERP Integrations tool for acceptance for export to the integrated ERP system by an accounting approver.
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Last modified
13:03, 27 Feb 2017

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