Export Subcontractor Invoices from Procore to ERP

Objective

To export subcontractor invoices from a Procore project to your integrated ERP system.

Background

If you want to export your subcontractor invoices to your ERP system, you need to sync the Subcontract to your ERP system and create the Subcontract in your Procore project. 

After your subcontractor invoices are reviewed by a member of your project team and placed in the 'Approved' status, an accounting approver can export them to your ERP system, if that function is supported by your ERP integration. 

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

1. Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
2. Accept or Reject a Subcontractor Invoice for Export to ERP

See Also

• Things to Know about your ERP Integration