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View an Accountant Report for Sage 300 CRE

Objective

To view a report that lists all of the Procore users at your company who have been designated as accounting approvers.

Background

The Accountant Report lets users with 'Admin' level permission to the ERP Integrations tool view the 'Accountants in Procore' list. This list shows the Procore users who have been designated with the accounting approver role. See What is the accounting approver role?

Things to Consider

  • Required User Permissions:
    • To view the report: 'Admin' level permission to the ERP Integrations tool.
    • To be listed as an accountant in the report:
      • '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. 

Steps

  1. Navigate to the company's ERP Integrations tool. 
    This reveals the integrated ERP system's page. 
  2. In the right pane, click Configure ERP Integrations Settings.
    This reveals the Integration Settings page. 
  3. In the right pane, click Accountant Report.



    This reveals the 'Accountants in Procore' list which shows the Procore users who have been designated with the accounting approver role. See What is the accounting approver role?


     
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Last modified
14:05, 3 Feb 2017

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