tutorials

Admin Tool

Budget Tool

• Export a Procore Budget to Yardi Voyager®
  • Set up a Budget in a New Procore Project
  • Add a Budget Line Item
  • Create a Budget Modification
  • Lock a Budget
• Send a Budget to ERP Integrations for Accounting Acceptance
  • Retrieve a Budget from ERP Integrations Before Acceptance
  • Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
  • Accept or Reject a Budget for Export to Yardi Voyager®

Commitments Tool

Subcontractor Invoices

• Export Subcontractor Invoices from Procore to Yardi Voyager®
  • Create an Invoice on Behalf of an Invoice Contact
  • Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
    • Retrieve a Subcontractor Invoice from ERP Integrations Before Acceptance
    • Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
  • Accept or Reject Subcontractor Invoices for Export to Yardi Voyager®
• Export Your Approved Subcontractor Invoices to ERP workflow
• Review a Subcontractor Invoice as an Admin

Direct Costs

• Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations
• Enable ERP Job Cost Transaction Syncing on a Procore Project
• Sync Job Cost Transactions from Yardi Voyager® into Procore
• Import Direct Costs and Invoice Payments Across All Projects Using These Integrations

Invoicing

• Send an 'Invite to Bill' to an Invoice Contact
• Submit a New Invoice as an Invoice Contact
• Sync Paid Invoice Notifications from Yardi Voyager® into Procore
• Create an Invoice on Behalf of an Invoice Contact

Admin Tool

• Configure Cost Code Preferences for Yardi Voyager®
• Request to Add Standard Cost Types integrated with Yardi Voyager®

Directory Tool

• Add a Yardi Voyager® Vendor to Procore's Company Directory
• Link Vendors in Yardi Voyager® to Matching Companies in Procore
• Consolidate and Link Yardi Voyager® Vendors to Procore Companies
• Archive a Yardi Voyager® CRE Vendor in Procore
• Remove Duplicate Companies from the Company Directory

ERP Integrations Tool

• Add a Yardi Voyager® Job to Procore
• Configure Advanced Settings: ERP Integrations for Yardi Voyager®
• Request to Enable ERP Integrations for Yardi Voyager®
• View an Accountant Report for Yardi Voyager