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Accept or Reject Owner Invoices for Export to ERP


Each Procore-built ERP integration offers its own unique feature set. Your integration might not support the action described on this page.

To learn about your integration and its supported features, see Things to Know About Your ERP Integration.

To explore all documentation for your integration, see ERP Integrations.

 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      
    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      General Contractors

      English (United States) - Default


      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)

      Invoicing Invoicing Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client GC/Client
      Prime Contract Change Order Funding Change Order Client Contract Change Order
      Prime Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)


To accept or reject an owner invoice that has been sent to the ERP Integrations tool for acceptance by an accounting approver.


After a user sends an invoice to the ERP Integrations tool for accounting acceptance, an accounting approver has the option to 'Accept' or 'Reject' the invoice.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
  • Prerequisites, limitations, and considerations will vary depending on the ERP system your Procore account is integrated with. See Things to Know about your ERP Integration for details.


Review an Invoice

  1. Navigate to the company's ERP Integrations tool.
  2. Click the Owner Invoices tab.
    Note: If your web browser is minimized, click the More link and select Owner Invoices from the list. 
  3. Under Filter Invoices By, make sure the Ready to Export link is highlighted. 
    The page that appears lists only the invoices that have been sent to the ERP Integrations tool for accounting acceptance. 
  4. Continue with one of the following:

Accept an Invoice

  1. Click Accept under the Billing period column next to the invoice you want to accept for export.
  2. Click Export to ERP.
    This sync process typically takes a few minutes. 
    • If for any reason an invoice fails to export, you can view the failed item(s) by clicking the Failed to Export link in the filters menu in the right pane. 

Reject an Invoice

  1. Click Reject under the Billing period column on the invoice you want to reject for export.
  2. Enter the reason(s) for rejecting the invoice in the Reason box. Then, click Reject.
    The following events occur:
    • The system removes the invoice from the ERP Integrations tool and returns it to an editable state in the project's Prime Contracts tool in the Invoices tab. 
    • The system sends an automated email notification to the user who created the invoice to alert this person of the 'Reject' response.