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ERP Integrations: Export Subcontractor Invoices to Sage 300 CRE©

This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: March 30, 2020  /  Feature Released: June 2, 2020

This feature is not available to Canadian flag-canada.png customers.

Export Subcontractor Invoices to Sage 300 CRE

Procore will soon be releasing a new feature for the Company level ERP Integrations tool. This feature lets your project users eliminate double-entry and save time by allowing invoices created in Procore's Commitments tool to be exported to your company's integrated Sage 300 CRE® system.  

How do I setup the feature?

To learn how to set up the feature, see Set Up the Export Subcontractor Invoices Feature for Sage 300 CRE®.

How does the new feature work?  

Create Your Subcontractor Invoices in Procore

The steps in the subcontractor invoice workflow are designed for use by your team's invoice administrator(s). You also have the option to either create all of your project's subcontractor invoices on behalf of your invoice contacts or to invite your invoice contacts to submit their own invoices:

  1. Add at least one (1) invoice contact to the purchase order or subcontract using one (1) of these tools:
  2. Create a billing period using the Invoicing tool:
  3. Decide who can create invoices for your Procore project. Users have these choices:
  4. After the invoices are created, a user with 'Admin' level permissions must review it. See Review a Subcontractor Invoice as an 'Admin.'
    •  If you are an 'Invoice Contact' who has also been granted 'Standard' permission on a project's Commitments tool, you can check the status of the line items on your invoice, see any comments left by the person who reviewed your invoice submission and adjust those line item amounts as needed to resubmit your invoice for another review. To learn more, see Revise & Resubmit an Invoice as an Invoice Contact.

See Also

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