Accept or Reject a Company for Export to Xero™

Objective

To accept or reject a company record in Procore in order to export it to Xero™.

Background

If you users have created new company records in the Directory tool and sent those records to the ERP Integrations tool for review, an accounting approver can accept or reject the record for export to Xero™.

Things to Consider

Required User Permissions:
- 'Standard' or 'Admin' on the company's ERP Integrations tool.
  AND
- The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
Prerequisites:

Review the Company Record

Navigate to the company's ERP Integrations tool.
This reveals the Xero™ Integration page.
Click the Vendors subtab.
Under Filters, click Ready to Export.
The system reveals a 'Companies Only in Procore' list to show all of the active vendor/company records that do not exist in your integrated ERP system (Note: This page only lists active company records. Inactive companies cannot be exported to an integrated ERP system. If a company record is not listed here, check to see if it is inactive. See Deactivate a Company in the Company Directory).
Review the vendors/companies in the list. Then do the following:
- Accept the Company Record
- Reject the Company Record

Accept the Company Record

Locate the desired vendor in the 'Companies Only in Procore' list.
Choose Accept.
Click Export.
- If for any reason a vendor (or another item) fails to export to the integrated ERP system, you can view the failed item(s) by clicking Failed to Export in the right pane.
- If the vendor fails to export, follow the step for rejecting the vendor.
- If you want to confirm that the export was successful, log into the integrated ERP system and verify that your data appears as expected).
This exports the vendor/company record to the integrated ERP system. The process typically takes a few minutes. A message appears to show you the export status.
Notes:

Reject the Company Record

Locate the desired vendor in the 'Companies Only in Procore' list.
Choose Reject.
Provide a reason for the rejection in the Enter a Comment box.
Click Reject.
This rejects the vendor/company record. It is not imported into the integrated ERP system.
Notes:
- The system returns the record to an editable state in both the Company and Project Directory tools so it can be edited.
- After you've edited the record, you can then follow the steps in Resend a Rejected Company to ERP Integrations for Accounting Acceptance.