tutorials
- Last updated
- Save as PDF
Tutorials
There are no items that match your search query.
- (Beta) Create a Subcontractor Invoice on Behalf of an Invoice Contact
- (Beta) Review a Subcontractor Invoice as an Admin from the Progress Billings Tool
- (Legacy) Create a Subcontract
- Accept or Reject Subcontractor Invoices for Export to ERP Integrations
- Accept or Reject a Budget for Export to Acumatica®
- Accept or Reject a CCO for Export to Acumatica®
- Accept or Reject a Commitment for Export to Acumatica®
- Accept or Reject a Company for Export to Acumatica®
- Accept or Reject a Project for Export to Acumatica®
- Accept or Reject a Sub Job for Export to ERP Integration
- Add a Acumatica® Job to Procore
- Add a Budget Line Item
- Add a Procore Project to Acumatica®
- Add an Acumatica® Vendor to Procore's Company Directory
- Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations
- Archive a Acumatica® Vendor in Procore
- Configure Advanced Settings: ERP Integrations for Acumatica®
- Configure Cost Code Preferences for ERP
- Consolidate Duplicate Vendors in the Company Directory
- Consolidate and Link Acumatica® Vendors to Procore Companies
- Create a Budget Modification
- Create a Commitment
- Create a Commitment Change Order
- Create a Subcontractor Invoice on Behalf of an Invoice Contact
- Delete Cost Type Assignments from a Synced Acumatica Cloud ERP Project Cost Code List
- Delete a CCO Synced with Acumatica®
- Delete a Commitment Synced with Acumatica®
- Edit a Commitment Synced with Acumatica®
- Edit the Name of a Sub Job in a Procore Project
- Enable ERP Job Cost Transaction Syncing on a Procore Project
- Export Subcontractor Invoices from Procore to Acumatica®
- Export a CCO to Acumatica®
- Export a Commitment to Acumatica®
- Export a Procore Budget to Acumatica®
- Export a Procore Company Record to Acumatica®
- Import Direct Costs and Invoice Payments Across All Projects
- Import a Budget from Acumatica®
- Import a ERP Sub Job to a Procore Project
- Link Vendors in Acumatica® to Matching Companies in Procore
- Lock a Budget
- Re-import a Budget from Acumatica®
- Refresh the Acumatica Cloud ERP Cost Codes on a Project
- Remove Duplicate Companies from the Company Directory
- Request to Enable ERP Integrations for Acumatica®
- Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
- Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
- Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
- Resend a Rejected Company to ERP Integrations for Accounting Acceptance
- Resend a Rejected Sub Job to ERP Integrations for Accounting Acceptance
- Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
- Restore an Archived Acumatica® Vendor in ERP Integrations
- Retrieve a Budget from ERP Integrations Before Acceptance
- Retrieve a CCO from ERP Integrations Before Acceptance
- Retrieve a Commitment from ERP Integrations Before Acceptance
- Retrieve a Company from ERP Integrations Before Acceptance
- Retrieve a Subcontractor Invoice from ERP Integrations Before Acceptance
- Review a Subcontractor Invoice as an Admin
- Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
- Send a Budget to ERP Integrations for Accounting Acceptance
- Send a CCO to ERP Integrations for Accounting Acceptance
- Send a Commitment to ERP Integrations for Accounting Acceptance
- Send a Procore Company to ERP Integrations for Accounting Acceptance
- Send a Procore Project to ERP Integrations for Accounting Acceptance
- Send a Sub Job to ERP Integrations for Accounting Acceptance
- Send an 'Invite to Bill' to an Invoice Contact
- Send an 'Invite to Bill' to an Invoice Contact from the Progress Billings Tool
- Set up a Budget in a New Procore Project
- Submit a New Invoice as an Invoice Contact
- Sync Job Cost Transactions from an Integrated ERP into Procore
- Sync Paid Invoice Notifications from Acumatica® into Procore
- Unlink CCOs Synced with Acumatica®
- Unlink Commitments Synced with Acumatica®
- Unlink Subcontractor Invoices Synced with ERP
- Unlink a Synced Acumatica® Vendor
- View a List of Synced Sub Jobs
- View an Accountant Report for Acumatica®