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About the Project Financials + Procore Edge Connector for Acumatica® Cloud ERP

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Overview

With the Project Financials integration for the Procore Edge for Acumatica®, you can: 

  • Exchange information between systems to provide your project team with access to data from a single source-of-truth.
  • Reduce manual and duplicate data-entry to increase confidence that data is free from unnecessary errors.
  • Improve decision-making with access to the most up-to-date data available.
  • Streamline communication and information-sharing between your back-office and operational teams.

Feature Set Map


PROCORE		 Exports data from Procore to Procore Edge for Acumatica®  Imports data from Procore Edge for Acumatica® to Procore
Procore Edge for Acumatica®
COMPANIES erp-orange-arrows.png erp-green-arrows.png VENDORS
PROJECTS
SUB JOBS		 erp-orange-arrows.png erp-green-arrows.png PROJECTS
PROJECT TASKS
PROJECT WBS CODES 1   erp-green-arrows.png COST CODES
COST TYPES   erp-green-arrows.png ACCOUNT GROUPS
BUDGETS erp-orange-arrows.png erp-green-arrows.png COST BUDGETS
BUDGET MODIFICATIONS erp-orange-arrows.png   COST BUDGET CHANGE ORDERS
PRIME CONTRACTS erp-orange-arrows.png   REVENUE BUDGET
PRIME CONTRACT CHANGE ORDERS erp-orange-arrows.png   REVENUE BUDGET CHANGE ORDERS
COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)		 erp-orange-arrows.png   COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
SUBCONTRACTOR INVOICES erp-orange-arrows.png   PAYABLES
SUBCONTRACT PAYMENTS ISSUED
FOR SYNCED SUBCONTRACTOR INVOICES		   erp-green-arrows.png PAID INVOICES
COSTS
DIRECT COST
JTD COST		   erp-green-arrows.png COSTS
TRANSACTIONAL COST BY INVOICE, EXPENSE, PAYROLL, AND SUBCONTRACTOR INVOICE TYPES

1 Custom WBS segments are NOT supported at this time.

 

Supported Versions

  • Required Software:
    • The following versions of Procore Edge for Acumatica® Construction Edition are supported:
      • 2024R1
      • 2023R2
      • 2023R1

*Procore's validation of Procore Edge for Acumatica® version 2024R1 is now complete. Support has ended for Procore Edge for Acumatica® version 2022R2. 

WHen do supported versions change?

When a new version of Procore Edge for Acumatica® Construction Edition is released, Procore begins the process of validating the new version for compatibility with the integration. Validation will typically be completed within 2 months of the date a new version is released.

Once a new version has been validated, and is noted as supported by the integration with Procore, support for the oldest previously supported version will be discontinued. For example, following the release and validation of Procore Edge for Acumatica® version 2022R2, version 2021R1 will no longer be supported for use with the integration. 

Unsupported Features

  • Designed for use only on new construction jobs/projects:
    Projects that are in-progress or created before connection of the integration cannot be synced. Professional Services for assistance with integrating in-progress/pre-existing project records are available for an additional fee.
  • Data from these Procore tools and items do NOT sync with Procore Edge for Acumatica®
    • Purchase Order Invoices
    • Prime Contract Invoices/payments
    • Vendor Insurance
  • The Procore Edge for Acumatica® integration does NOT support the following items:
    • Project-Specific Cost Codes
      Project-specific cost codes are NOT supported with the Procore + Procore Edge for Acumatica® integration. Your company will have one (1) cost code list for use with all Procore Edge for Acumatica®-integrated projects.
    • Tax Categories
      Commitments, invoices and direct costs synced to or from Procore Edge for Acumatica® will NOT evaluate tax information. 
    • Materials Tracking
      Materials presently stored and related retainage is NOT supported with the Procore + Procore Edge for Acumatica® integration. It is strongly recommended that materials tracking be disabled with the Procore + Procore Edge for Acumatica® integration.
    • Purchase Order Approvals in Procore Edge for Acumatica®
      Purchase Order approval in Procore Edge for Acumatica® must be disabled in order for purchase orders to export from Procore.

  • Payment retrieval is only supported for US customers currently. Taxes on Subcontractor invoices are not supported.

Common Questions

How often is data exchanged between Procore and Procore Edge for Acumatica®?
Exports happen instantly upon approval by your organization’s Accounting User(s). Imports happen upon requests which can be made by your Project and Accounting Teams directly within Procore. In addition to on-demand imports, there is an automatic nightly import of data.

Is Procore Edge for Acumatica®’s Job Cost module required to integrate?
Yes. Procore requires the Procore Edge for Acumatica® Job Cost module.

Will you be adding additional functionality?
We will continue to evaluate key functionality to include in the integration. What is listed in the above feature map simply denotes the current functionality.

Does the Project Financials integration for the Procore Edge for Acumatica® Connector support multiple branches?
Yes, multiple branches are supported.