tutorials
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Tutorials
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- (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 Sage Intacct®
- Accept or Reject a CCO for Export to Sage Intacct®
- Accept or Reject a Commitment for Export to Sage Intacct®
- Accept or Reject a Company for Export to Sage Intacct®
- Accept or Reject a Sub Job for Export to ERP Integration
- Add Sage Intacct® Standard Cost Codes to a Project
- Add a Budget Line Item
- Add a Procore Project to Sage Intacct®
- Add a Sage Intacct® Job to Procore
- Add a Sage Intacct® Vendor to Procore's Company Directory
- Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
- Archive a Sage Intacct® Vendor in Procore
- Assign Default Cost Types To Cost Codes
- Configure Advanced Settings: ERP Integrations for Sage Intacct®
- Configure Cost Code Preferences for ERP
- Consolidate Duplicate Vendors in the Company Directory
- Consolidate and Link Sage Intacct® 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 a CCO Synced with Sage Intacct®
- Delete a Commitment Synced with Sage Intacct®
- Edit a Commitment Synced with Sage Intacct®
- Edit the Name of a Sub Job in a Procore Project
- Export a CCO to Sage Intacct®
- Export a Commitment to Sage Intacct®
- Export a Procore Budget to Sage Intacct®
- Export a Procore Company Record to Sage Intacct®
- Import a ERP Sub Job to a Procore Project
- Link Vendors in Sage Intacct® to Matching Companies in Procore
- Lock a Budget
- Refresh the Sage Intacct® Cost Codes on a Project
- Remove Duplicate Companies from the Company Directory
- Request to Enable ERP Integrations for Sage Intacct®
- 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
- Restore an Archived Sage Intacct® 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
- Sage Intacct Detailed Data Mapping
- 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
- Unlink CCOs Synced with Sage Intacct®
- Unlink Commitments Synced with Sage Intacct®
- Unlink Subcontractor Invoices Synced with ERP
- Update Project Cost Codes for Export to Sage Intacct®
- View a List of Synced Sub Jobs
- View an Accountant Report for Sage Intacct®