Below are the notable changes to the company's ERP Integrations tool.
Removed 'Archived' Page from the Budget Tab for the Procore + QuickBooks Integration (3/9/2018)
Updated the ERP Integrations tool for the Procore + QuickBooks integration to remove the 'Archived' page from the Budget tab. Because budgets are exported from Procore into QuickBooks, the archive feature in Procore is not used.
Updated ERP Icon Color Scheme (2/16/2018)
If your company has enabled the ERP Integrations tool for use with an integrated ERP system, color-coded icons and ribbons appear in relevant areas of Procore. This visually highlights the data, to help you quickly identify its current state. For details, see ERP Integrations: Updated Color Scheme for ERP Icons.
Updated 'Add Filter' in Companies Tab of Directory Tools To Reflect Cost Code Configuration (2/14/2018)
Updated the selections in the 'Add Filter' drop-down list for the Company and Project level Directory tools. Now, if the company account is using an ERP integration (e.g., Dexter + Chaney Spectrum, QuickBooks, Sage 300 CRE, or Viewpoint Vista), the available selection in the list will show the appropriate cost code types that are available (e.g., Sage 300 CRE Cost Code, QuickBooks Cost Code, and so on). If the ERP Integrations tool is NOT enabled, this selection reads 'Cost Code' or 'Company Name Cost Code.'
Updated Prime Contract Amount on Ready to Import Page of ERP Integrations Tool (2/12/2018)
Updated the Prime Contract Amount on the 'Ready to Import' page of the ERP Integrations tool. The system now syncs new Prime Contract Amount data (if available) in the integrated ERP system on each scheduled sync and each on-demand sync for the ERP-integrated project.
Added 'Synced' Icons for Vendors in the Company Directory When Synced with ERP Integrations (2/9/2018)
Updated the Company Directory so that now, if the ERP Integrations tool is enabled and vendor record has successfully synced with an integrated ERP system, the 'Synced' ERP icon appears. See What do the ERP icons mean?
Added Sage 300 CRE Standard Cost Codes to Project Directory Tool's Add Filter Drop-Down List (2/07/2018)
Updated the Project Directory (Beta View) so that now, if your company has enabled the ERP Integrations tool, the Add Filter drop-down list in the Companies view shows 'Sage 300 Cost Codes' as a filter option. Prior to this update, the 'Cost Codes' filter showed the Sage 300 CRE Cost Codes, but it was not explicitly labeled.
Introducing Procore's Viewpoint Vista Connector (1/29/2018)
Bringing financials to the field not only saves time and money, it gives teams the ability to do the best work they can in the most efficient way possible. To learn more, visit Bringing Financials to the Field with Procore's Viewpoint Vista Connector. Support documentation is also available. See Viewpoint Vista Connector.