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Procore

Accept or Reject Subcontractor Invoices for Export to ERP

NEW ERP DOCUMENTATION EXPERIENCE!

We've been busy building a better way to serve you documentation that gives you the most up-to-date and relevant information about how to use your company's Procore + ERP integration.

This page is part of the new experience. The new experience is currently complete for all Procore-built ERP integrations. 

Objective

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

Background

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.
      AND
    • 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.

Steps

Review an Invoice

  1. Navigate to the company's ERP Integrations tool.
  2. Click the Subcontractor Invoices tab.
    Note: If your web browser is minimized, click the More link and select Subcontractor 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. Select the invoices you want to accept for export.
  2. Click Export.
    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 Views menu in the right pane. 

Reject an Invoice

  1. Select the invoices you want to reject.
  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 Commitments 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.