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.
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.
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 |
Owners 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 send invoices the ERP Integrations tool so they can be accepted by an accounting approver for export to your integrated ERP system.
To sync invoices in a Procore project with your ERP system, they must be sent to the ERP Integrations tool in Procore for acceptance by an accounting approver. After acceptance, the system will export the invoice data to your integrated ERP system. After invoices are sent to the ERP Integrations tool, users will NOT be able to edit the invoice in the Prime Contracts tool (with the exception of the invoice's attachments).
You must be using the Modernized Owner Invoice Experience (Beta) to see the 'Send to ERP' button. If the 'Send to ERP' button is grayed out and unavailable, check to be sure the invoice is in the required status.
A user with 'Admin' permission on the Prime Contracts tool can perform this task in the project's Invoicing tool.