Skip to main content
Procore

Search

  • Filter Results
  • Location
  • Classification
    • Article type
    • Stage
    • Language
    • Ready to Translate
  • Include attachments
Searching in
About 57 results
  • What is the accounting approver role?
    https://support.procore.com/faq/what-is-the-accounting-approver-role
    Provides information about the 'Accounting Approver' role for the ERP Integrations tool when configured for one of the supported ERP systems.
  • Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
    https://support.procore.com/products/online/user-guide/company-level/erp-integrations/tutorials/resend-a-rejected-subcontractor-invoice-to-erp-integrations-for-accounting-acceptance
    How to resend an invoice to the ERP Integrations tool for accounting acceptance that has previously been rejected by an accounting approver.
  • Add an ERP Company to the Procore Company Directory
    https://support.procore.com/products/online/user-guide/company-level/erp-integrations/tutorials/add-an-erp-company-to-the-company-directory
    To add an ERP company as a new company entry in Procore's Directory tool.
  • Add ERP Standard Cost Codes to the Company Level Admin Tool
    https://support.procore.com/products/online/user-guide/company-level/erp-integrations/tutorials/add-erp-standard-cost-codes-to-the-company-level-admin-tool
    How to add one (1) or more new cost code(s) to the  ERP Standard Cost Code list in the company's Admin tool.
  • Edit Synced Direct Cost Transactions
    https://support.procore.com/products/online/user-guide/company-level/erp-integrations/tutorials/edit-synced-direct-cost-transactions
    To edit or delete direct cost transactions after they have been synced with your ERP system. Editing or deleting direct cost transactions can cause the costs in the Procore project and the synced ERP ...To edit or delete direct cost transactions after they have been synced with your ERP system. Editing or deleting direct cost transactions can cause the costs in the Procore project and the synced ERP project to no longer match. If the synced direct cost transaction data is ever re-synced from your ERP integration, any updates you've made will be overwritten. This setting will allow you to edit or delete direct cost transactions synced with your ERP system.
  • Unlink Owner Invoices Synced with ERP
    https://support.procore.com/products/online/user-guide/company-level/erp-integrations/tutorials/unlink-owner-invoices-synced-with-erp
    How to unlink a subcontractor invoice after it has been synced with your ERP system.
  • Configure Cost Code Preferences for ERP
    https://support.procore.com/products/online/user-guide/company-level/erp-integrations/tutorials/configure-cost-code-preferences-for-erp
    How to configure your company's cost code preferences for account's using the ERP Integrations tool with a ERP system.
  • Add an ERP Job to Procore
    https://support.procore.com/products/online/user-guide/company-level/erp-integrations/tutorials/add-an-erp-job-to-procore
    How to add an ERP job to Procore
  • Accept or Reject Owner Invoices for Export to ERP
    https://support.procore.com/products/online/user-guide/company-level/erp-integrations/tutorials/accept-or-reject-owner-invoices-for-export-to-erp
    How to accept or reject an ownerr invoice so it can be exported from the ERP Integrations tool to an integrated ERP system.
  • Export Owner Invoices from Procore to ERP
    https://support.procore.com/products/online/user-guide/company-level/erp-integrations/tutorials/export-owner-invoices-from-procore-to-erp
    How to export a subcontractor invoices from Procore to your ERP system.
  • Accept or Reject a Company for Export to ERP
    https://support.procore.com/products/online/user-guide/company-level/erp-integrations/tutorials/accept-or-reject-a-company-for-export-to-erp
    How to accept or reject a company record in Procore in order to export it to your ERP system.