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Procore

Export Subcontractor Invoices to Sage 300 CRE®

Objective

To export subcontractor invoice from a Procore project to Sage 300 CRE®.

Background

To reduce double-entry and save time, users can now export the invoices that they've created for the purchase orders and subcontracts in Procore to Sage 300 CRE®. Exporting invoices consists of these tasks, which are typically performed by three (3) different users:

  1. A subcontractor completes this task:
    1. Submits an invoice to the project team. See Submit an Invoice as a Subcontractor.
  2. A project manager completes these tasks:
    1. Creates an invoice for a purchase order or subcontract in the Project level Commitments tool. See Create an Invoice on Behalf of a Subcontractor.
    2. Sends that invoice to the Company level ERP Integrations tool to be reviewed by an accountant. See Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance.
  3. An accounting approver (see What is the accounting approver role?) completes this task:
    1. Reviews the invoice and then either accepts or rejects it for export. See Accept or Reject Subcontractor Invoices for Export to Sage 300 CRE®.
      Notes:
      • Accepted invoices are exported to the integrated ERP system (for example, Sage 300 CRE®).
      • Rejected invoices are NOT exported to Sage 300 CRE®. Instead, they are returned to an editable state in the Project level Commitments tool so they can be corrected and re-sent to the ERP Integrations tool for review. 

Things to Consider

Workflow

Follow the steps below to setup the subcontractor invoices any payments feature for Procore + Sage 300 CRE©. This lets you import subcontractor invoices and bill payments made against those invoices in Sage 300 CRE© into Procore's Payments Issued tab in the Commitments tool.

Steps

Follow these steps to create the invoice  and then export it to Sage 300 CRE®:

  1. Perform the following steps in the Project level Commitments tool and ensure the invoice is in the 'Approved' status:
  2. Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
    Note: If you need to make changes to an invoice before the data has been accepted by an accounting approver for export to Sage 300 CRE®, see:
  3. Accept or Reject Subcontractor Invoices for Export to Sage 300 CRE®

See Also

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