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Support Home > Integrations > Dexter + Chaney Spectrum > Tutorials > View an Accountant Report for Spectrum

View an Accountant Report for Spectrum

Objective

To a report detailing the individuals in your organization who have been granted the privilege to use the ERP Integrations tool to accept and reject data for export to Spectrum. 

Background

The Accountant Report lets users with 'Admin' level permission to the ERP Integrations tool view a list of users who have been granted permission and privilege to sync data between Procore's ERP Integrations tool and your Spectrum system.

Things to Consider

  • Required User Permissions:
    • To view the report: 'Admin' level permission to the ERP Integrations tool.
    • To be listed as an accountant in the report:
      • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
        AND
      • 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. 
  • Prerequisites:

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click the Configure ERP Integrations Settings link in the right pane. 
  3. Click the Accountant Report link in the right pane.
    This reveals a list of users who have been granted the 'Can Push to Accounting' privilege on the project. See What is the accounting approver role? 

See Also

 

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