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About the Project Financials + Procore Vision Connector for Acumatica Cloud

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 Coming Soon
Procore Vision for Acumatica® Cloud ERP is coming soon in 2025. Please reach out to your Procore point of contact for more information.

Overview

With the Project Financials integration for the Procore Vision 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®

Notes

STANDARD COST CODES
Cost Types

  

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COST CODES
Account Groups

  

COMPANIES

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VENDORS

  • Import companies by type, including those without a specified company type from Procore Edge for Acumatica® to Procore.

PROJECTS
Sub Jobs

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PROJECTS
Project Tasks

  

PROJECT WBS CODES

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COST BUDGET CODES

  • Custom WBS segments are NOT supported at this time.

  • Add project specific codes to your Company Standard list in Accounting to sync them to Procore. Synced codes are available for use across all relevant projects.

BUDGETS
Sub Job
Project Cost Code
Project Cost Type

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COST BUDGETS
Project Task
Cost Code
Account Group

  • Budgets containing line items with $0 values can be exported from Procore to Procore Edge for Acumatica®.

BUDGET MODIFICATIONS

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COST BUDGET CHANGE ORDERS

  

PRIME CONTRACTS

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REVENUE BUDGET

  

PRIME CONTRACT CHANGE ORDERS

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REVENUE BUDGET CHANGE ORDERS

  

COMMITMENTS 

Subcontracts & Purchase Orders
Commitment Change Orders (CCOs)

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COMMITMENTS Subcontracts & Purchase Orders
Commitment Change Orders (CCOs)

  

SUBCONTRACTOR INVOICES

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PAYABLES

  

SUBCONTRACTOR PAYMENTS ISSUED 2
For Synced Subcontractor Invoices

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PAID INVOICES

  • Import of subcontractor payment records from Procore Edge for Acumatica® is only supported in US Editions.

COSTS
Direct Cost
JTD Cost

  

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COSTS
Transactional Cost By Invoice, Expense, Payroll, and Subcontractor Invoice Types

  

Supported Versions

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

*Procore's validation of Procore Vision for Acumatica® version 2024R2 is now complete. 

WHen do supported versions change?

When a new version of Procore Vision 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 Vision for Acumatica® version 2023R2, version 2022R1 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.
  • The Procore Vision for Acumatica® integration does NOT support the following items:
    • Project-Specific Cost Codes
      Project-specific cost codes are NOT supported with the Procore Vision for Acumatica® integration. Your company will have one (1) cost code list for use with all Procore Vision for Acumatica® -integrated projects.
    • Tax Categories
      Commitments, invoices and direct costs synced to or from Procore Vision for Acumatica® will NOT evaluate tax information. 
    • Materials Tracking
      Materials presently stored and related retainage is NOT supported with the Procore Vision for Acumatica®  integration. It is strongly recommended that materials tracking be disabled with the Procore Vision for Acumatica® integration.
    • Purchase Order Approvals in Procore Vision for Acumatica®
      Purchase Order approval in Procore Vision 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 Vision 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 Vision for Acumatica® Job Cost module required to integrate?
Yes. Procore requires the Procore Vision 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 Vision for Acumatica® support multiple branches?
Yes, multiple branches are supported.