Export Subcontractor Invoices from Procore to Xero™
Objective
To export subcontractor invoices from a Procore project to Xero™.
Background
If you want to export your subcontractor invoices to Xero™, you first need to create them in your Procore project. As described in the Steps and Workflow below, your project team has two options when creating invoices: You can send an 'Invite to Bill' to one of your invoice contacts to allow them to submit their own invoice or you can create an invoice on behalf of an invoice contact.
After your subcontractor invoices are reviewed by a member of your project team and placed into the 'Approved' status, an accounting approver can export your subcontractor invoices as described below.
Things to Consider
- Required User Permissions:
Prerequisites
- The ERP Integrations tool must be enabled on the company account. See Request to Enable ERP Integration for Xero™.
- The ERP Integrations tool must be configured to work with Xero™. See Xero™: Setup Guide.
- Complete all of the steps in How do I setup the subcontractor invoices and payments feature for Procore + Xero™?
- Your company's Procore Administrator must specify a cost code for the Invoice Retainage Item configuration setting during the ERP implementation process. Contact Support to modify this selection.
Workflow
To create and export invoices, there are two (2) workflows that must be completed in this order:
Steps
Create Your Subcontractor Invoices in Procore
Export Your Approved Subcontractor Invoices to ERP
Once your subcontractor invoices are in the 'Approved' status, you can follow these steps to export them to Xero™:
- 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 Xero™, see: - Accept or Reject a Subcontractor Invoice for Export to Xero™
Next Steps
Limited Release
The ability to sync Xero™ Bill Payments with Payments Issued in the Commitments tool is currently supported with Procore + Xero™ U.S. Edition. It is NOT currently supported with any other Procore + Xero™ editions.