An accounting approver is an individual with the authority to accept and reject Procore data for export to an integrated ERP system.
After users send data from a Procore tool (e.g., Admin, Budget, Commitments, etc.) to the ERP Integrations tool, the accounting approver must review the data in the ERP Integrations tool and submit an 'Accept' or 'Reject' response:
- Accept. If accepted, the data is considered 'approved' and it is exported into the integrated third-party ERP system or accounting tool.
- Reject. If rejected, the data is removed from the ERP Integrations tool and placed into an editable state (in the tool from which it originated), so it can be corrected by the appropriate user.
Accounting Approver Permissions
To become an accounting approver in Procore, your user account will need to be granted the following permission and privilege:
- 'Standard' or 'Admin' level permission on the ERP Integrations tool.
- 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.
Accounting Approver Badge
When a user is designated as an accounting approver, the following badge appears along with their user profile in the Company and Project Directory.