Below are the notable changes to the Procore + Acumatica® integration.
Procore now includes line items with $0 values in budget exports. Previously, users could not export budgets containing line items with $0 values to ERP systems. This enhancement eliminates the need to add amounts to original budget line items, ensuring comprehensive budget data and streamlining user workflows. To learn more, see Procore Edge Connector for Acumatica® Detailed Data Mapping.
To enable this feature in your company accounts integrated with Acumatica®, reach out to your Procore point of contact.
Procore has automated the export process for project cost codes, eliminating the need for manual refreshes before exporting financial objects. The new functionality now ensures that any new cost codes are automatically refreshed and exported, streamlining the workflow for users connected to ERP systems. This new functionality applies to ERP integrations that allow cost code/WBS code syncing and project exports. See Things to Know about Procore Edge Connector for Acumatica® ERP Connector to learn more.
Users can now release retainage on subcontract invoices in Procore and export the released retainage to Acumatica®. This feature will be automatically enabled on all integrated projects. To learn more about this feature, see Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance.
Users can now sync their Prime Contracts to Acumatica® as a single, summarized line item in the Revenue Budget tab. Prime Contract syncing is automatic and requires no action to initiate once a contract has been created and approved in Procore. To learn more about this feature, see How do I sync my Prime Contract with Acumatica?
Users can also sync PCCOs from Procore to Acumatica®. To enable PCCO syncing on an integrated project, please contact your Acumatica® channel partner and request that they upgrade you to the latest Procore Customization Package. For more information, reach out to your Procore point of contact.