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Procore

Sync Paid Invoice Notifications from Acumatica® into Procore

Objective

To sync bill payments made in Acumatica Cloud ERP with the Payments Issued tab in Procore commitments. 

Background

If your company has enabled the ERP Integrations tool and configured it to work with Acumatica Cloud ERP, your project's accountants can enter payments in Acumatica Cloud ERP against payables synced from Procore and then export those payments into Procore. This feature automatically imports the specified Acumatica Cloud ERP payments into the Payments Issued tab for commitments in the Commitments tool. 

Things to Consider

  • Required User Permission:
    • To perform an on-demand sync with the ERP Integrations tool, 'Admin' level permission on the project's ERP Integrations tool. 
    • To view payments made against subcontractor invoice, 'Read-Only' level permission or higher on the project's Commitments tool.
    • To change the configuration settings in the ERP Integrations tool, 'Admin' level permission on the ERP Integrations tool. 
  • Requirements:
  • Prerequisites:
  • Supported Items:
    The sync process supports the following payments:
    • Check and Credit Card payments in Acumatica Cloud ERP.
    • Full and partial payments in Acumatica Cloud ERP. 
    • Changes made to a payment after it is synced. For example, voiding a check. 
  • Additional Information:
    • Users cannot edit synced payments in Procore. 
    • Users can add or edit attachments in Procore.
    • User can add or edit the Payment number in Procore.

Steps

Perform an On-Demand Payment Sync

If you have 'Admin' level permission on the ERP Integrations tool or if your company has designated you as one of its accounting approvers, an on-demand sync lets you import bill payments made in Acumatica Cloud ERP immediately. 

  1. Ensure that these prerequisites have been completed:
  2. Navigate to the ERP Integrations tool. 
  3. Click Subcontractor Invoices.
  4. Click Sync Payments for Synced Invoices
  5. After the next scheduled sync, follow these steps to verify that your bill payments have synced with the project's corresponding commitment:
    1. Navigate to the project's Commitments tool. 
    2. Locate the desired commitment and click View
    3. Verify that the value in the Invoice # matches the bill number in QuickBooks®.
    4. Click the Payments Issued tab. A GREEN icon indicates that the bill payment has successfully been synced.
      Note: To learn about ERP icon color codes, see What do the ERP icons mean?

See Also