Skip to main content
Procore

Project Financials + NetSuite® Connector

Overview

Connect your accounting and project management within Procore and provide field teams untethered access to financial data. Eliminate double-entry and give project managers one-click access to accurate job costing information on the construction site. With the Procore + NetSuite® integration you can have confidence in your financial data to make the best in-the-field decisions while giving accounting peace of mind as they retain full control over data pushed into accounting.

With the Procore + NetSuite® integration, you can:

  • Reduce human error by eliminating the need for manual, double-entry when transferring data from Procore to NetSuite®.
  • More efficient communication between Accounting and Project Management teams.
netsuite-logo.jpg

Requirements

  • NetSuite® Release 2022
  • Procore Project Financials including Invoicing

Availability of ERP connectors is dependent on several factors, including the country or region in which your business operates. To learn whether or not an integration is available in your area, contact your Procore point of contact.

Tutorials

There are no items that match your search query.

Workflows

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with NetSuite®.

 Important
Workflows show QuickBooks® Online, but also apply to NetSuite®.
  1. Create and Sync a Project
  2. Create and Sync Vendors
  3. Export Subcontractor Invoices

Create and Sync a Project

diagram_erp-quickbooks-online_job-setup.png

diagram_erp-quickbooks-online_job-setup_de-de.png

diagram_erp-quickbooks-online_job-setup_en-au.png

diagram_erp-quickbooks-online_job-setup_en-ca.png

diagram_erp-quickbooks-online_job-setup_en-gb.png

diagram_erp-quickbooks-online_job-setup_es-es.png

diagram_erp-quickbooks-online_job-setup_es-la.png

diagram_erp-quickbooks-online_job-setup_fr-ca.png

diagram_erp-quickbooks-online_job-setup_fr-fr.png

diagram_erp-quickbooks-online_job-setup_ja-jp.png

diagram_erp-quickbooks-online_job-setup_pt-br.png

diagram_erp-quickbooks-online_job-setup_zh-sg.png

diagram_erp-quickbooks-online_job-setup.png

Create and Sync Vendors

diagram_erp-generic_create-and-sync-vendors.png

diagram_erp-generic_create-and-sync-vendors_de-de.png

diagram_erp-generic_create-and-sync-vendors_en-au.png

diagram_erp-generic_create-and-sync-vendors_en-ca.png

diagram_erp-generic_create-and-sync-vendors_en-gb.png

diagram_erp-generic_create-and-sync-vendors_es-es.png

diagram_erp-generic_create-and-sync-vendors_es-la.png

diagram_erp-generic_create-and-sync-vendors_fr-ca.png

diagram_erp-generic_create-and-sync-vendors_fr-fr.png

diagram_erp-generic_create-and-sync-vendors_ja-jp.png

diagram_erp-generic_create-and-sync-vendors_pt-br.png

diagram_erp-generic_create-and-sync-vendors_zh-sg.png

diagram_erp-generic_create-and-sync-vendors.png

Export Subcontractor Invoices

diagram_erp-generic_create-and-export-subcontractor-invoices.png

diagram_erp-generic_create-and-export-subcontractor-invoices_de-de.png

diagram_erp-generic_create-and-export-subcontractor-invoices_en-au.png

diagram_erp-generic_create-and-export-subcontractor-invoices_en-ca.png

diagram_erp-generic_create-and-export-subcontractor-invoices_en-gb.png

diagram_erp-generic_create-and-export-subcontractor-invoices_es-es.png

diagram_erp-generic_create-and-export-subcontractor-invoices_es-la.png

diagram_erp-generic_create-and-export-subcontractor-invoices_fr-ca.png

diagram_erp-generic_create-and-export-subcontractor-invoices_fr-fr.png

diagram_erp-generic_create-and-export-subcontractor-invoices_ja-jp.png

diagram_erp-generic_create-and-export-subcontractor-invoices_pt-br.png

diagram_erp-generic_create-and-export-subcontractor-invoices_zh-sg.png

diagram_erp-generic_create-and-export-subcontractor-invoices.png

Permissions

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 Important

Several available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege. 

Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration

Action None Read Only Standard Admin Notes

Accept or Reject Cost Codes for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject Owner Invoices for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject Subcontractor Invoices for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Budget for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a CCO for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Commitment for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Company for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a PCCO for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Project for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Sub Job for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Add a Procore Project to your ERP System

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add an ERP Company to the Procore Company Directory

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add an ERP Job to Procore

 Web

      icon-mindtouch-table-check.png  

Archive an ERP Company in Procore

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Assign Default Cost Types To ERP Standard Cost Codes

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Advanced Settings: ERP Integrations

 Web

      icon-mindtouch-table-check.png  

Configure the Sync Schedule for your ERP Integration

 Web

      icon-mindtouch-table-check.png  

Enable or Disable ERP Direct Exports

 Web

      icon-mindtouch-table-check.png  

Import a Budget from ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Import a Prime Contract from an Integrated ERP System into Procore

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Import an ERP Sub Job to a Procore Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Link ERP Companies to Procore Companies

 Web

      icon-mindtouch-table-check.png  

Refresh the Companies List for ERP

 Web

      icon-mindtouch-table-check.png  

Refresh the Cost Codes on an ERP Integrated Project

 Web

      icon-mindtouch-table-check.png  

Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance

 Web

       
  • These actions do NOT require permissions to the ERP Integrations tool.
  • Sending items to ERP for accounting acceptance requires 'Admin' level permissions on the tool where the item is located. 

Sync Job Cost Transactions from an Integrated ERP into Procore

 Web

      icon-mindtouch-table-check.png  

Sync Paid Invoice Notifications from ERP into Procore

 Web

      icon-mindtouch-table-check.png  

Unlink CCOs Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink Commitments Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink Owner Invoices Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink PCCOs Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink Subcontractor Invoices Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink a Company Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a List of Synced Sub Jobs

 Web

   

icon-mindtouch-table-check.png

  • Requires additional tool permissions 

icon-mindtouch-table-check.png

  • Requires additional tool permissions 

Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission.

View an Accountant Report for ERP

 Web

      icon-mindtouch-table-check.png  

View an ERP Job Costs Report

 Web

     

icon-mindtouch-table-check.png

  • Requires additional tool permissions to view at the project level

'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level. 

To view at the Project level, users also require:

  • 'Read-only' level permission or above on the project's Reports tool.
    AND
    • 'Admin' level permission on the project's Budgets tool.
      OR
    • 'Admin' level permission on the project's Prime Contract tool.

View an ERP Unsyncable Direct Costs Report

 Web

       

Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:

  • 'Read-only' level permission and above on the project's Reports tool
    AND
    • 'Admin' level permission on the project's Budgets tool
      OR
    • 'Admin' level permission on the project's Prime Contract tool.

View the Archived Companies List for ERP

 Web

   

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 

 

 

Release Notes

Below are the notable changes to the Procore + NetSuite® integration.

Recent Changes

New! Sync Owner Invoices with the NetSuite® CONNECTOR (05/13/2024)

You can now export owner invoices from Procore directly to your integrated NetSuite® system using Procore's NetSuite® Connector. This feature will NOT be automatically available. Reach out to your Procore point of contact to request to enable this feature.

To learn more about how owner invoices are exported through the integration, see Export Owner Invoices from Procore to ERP and Detailed Data Mapping for NetSuite®.

Things to Know

Background

Each of Procore's available ERP connectors perform the basic function of syncing data between the ERP system and Procore, usually in the same way as other connectors. However, each connector has a unique set of items it can sync, and the way those items are synced will vary based on how that ERP system and its corresponding integration are built to function. 

NetSuite®, like all ERP integrations, has some key considerations, limitations, and things to know about how each Procore object is synced. Those considerations, limitations, and things to know are outlined in the table below according to tool or item being synced.

Things to know about the NetSuite® Connector

Procore Item or Setting

Considerations, Limitations, and Requirements

configuration settings & sync schedule

Considerations

  • The NetSuite® integration requires specific NetSuite® Admin configuration settings that will be provided by the Procore Integration Implementation Specialist (IIS).  Procore Partner, Calance will manage the integration connection.  

Limitations

  • The integration is limited to (1) NetSuite® Company (1 subsidiary) per (1) Procore site. 
  • Data from these Procore tools and items do NOT sync with NetSuite®:
    • Prime Contracts/Prime Contract Change Orders (PCCOs)
    • Prime Contract Invoices and Payments
    • Budgets
    • Commitments (Subcontracts and Purchase Orders)/ Commitment Change Orders (CCOs)
    • Timecards/Timesheets 

Additional Information

  • IMPORTABLE DATA: The automatic background sync schedule is once daily job syncs (job costs) for integrated projects. 
    • On demand syncs may be initiated within Procore for importable Jobs, Vendors, Job Costs, and Subcontractor Invoice Payments.
  • EXPORTABLE DATA:  All exportable information (cost codes, jobs, vendors, and subcontractor invoices) must be approved/accepted by an Accounting Approver, who are the only users that may initiate the export from Procore to NetSuite®.
    • 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. 

PROJECT LEVEL work breakdown structure (wbs)

Considerations

  • Project WBS Codes (Cost Codes + Cost Type) in Procore equate to Other Charge Item type in your NetSuite® Products and Item list.
  • There will be (1) Company Level cost code list for use with all NetSuite® integrated projects in Procore.  As WBS Codes (Cost Codes + Cost Type) are added as budget line items on an integrated Project in Procore, the integration will automatically create corresponding project-specific Other Charge Items in NetSuite®.
    • The format of those Other Charge Items will be [project number in Procore]-[cost code].[cost type]
  • Custom WBS segments ARE supported. If custom WBS segments are used on an integrated project, they will be built into the NetSuite® Other Charge Item name in the same order that they are arranged in Procore.
  • Only cost codes on the Budget and/or exported through the Subcontractor Invoice will create a NetSuite® Project cost code/cost Other Charge item.

Limitations

  • Single tier cost codes are NOT supported.  The NetSuite® ERP Integration Standard Cost Codes in your Procore site must be in a 2 (or more) tier format.
  • Sub Jobs are NOT supported.
  • Syncing Procore Project WBS Codes with NetSuite® Items of any other type (inventory, non-inventory, etc.)
  • Newly created NetSuite® Project cost codes are assigned to the default GL expense code.  A Procore Cost type can be assigned to a NetSuite® GL expense account identified by the customer.  There is a maximum of ten (10) cost types that can be used in this manner.  Your Integration Implementation Specialist (IIS) will work with you to review this configuration setting. 
  • Projects in Procore must be associated with the NetSuite® Standard Cost Codes list in order to be exported to NetSuite®.
  • Jobs that are imported from NetSuite® will automatically be associated with the NetSuite® Standard Cost Codes list.

companies

Considerations

  • Companies in the Procore Directory can be synced with Vendors in NetSuite® in (3) different ways: 
    • NetSuite® Vendors can be imported to Procore to create a new Company in the Procore Directory.
    • NetSuite® Vendors can be linked to an existing Company in the Procore Directory during import.
    • Companies in the Procore Directory can be exported to create a new Vendor in NetSuite®.

Additional Information

  • The Company in the Procore Directory must be synced with a NetSuite® Vendor before an Invoice associated with that Company in Procore may be exported to NetSuite®.

Limitations

  • Changes made to a Vendor in NetSuite® will update the synced Company in Procore.  Changes made to a Company in Procore will not update the synced Vendor in NetSuite®.
  • Companies in the Procore Directory can not be exported to NetSuite® as Customers.

projects

Considerations

  • 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.
  • Check the box on the Project - " Allow project to be synced with ERP"
    • If the Standard Cost Code list at the Company level is not enabled this task will automatically default to be enabled for NetSuite® Standard cost code list use. 
  • Check the box on the Project - "Enable ERP Job Cost Transactions Syncing"
    • This will allow import of NetSuite® Direct Cost entries.
  • All cost codes must have at least one (1) cost type assignment before the Procore Project can be Sent to ERP and exported to create a new Job in NetSuite®.
  • You can add just one NetSuite® cost code or all NetSuite® cost codes to a Project.  Only cost codes used on a Subcontractor Invoice export and/or on the Budget will create a new NetSuite® Other Charge Item Project cost code.

Additional Information:

  • Before you can sync data project data between the two (2) systems, your Procore point of contact must enable the 'Can Push to Accounting' privilege for your company's accounting approvers. This gives users with 'Standard' level permissions to the ERP Integrations tool permission to accept or reject the data that is synced between Procore and NetSuite®.
  • After Project has been exported successfully a new Procore Admin field named NetSuite® ID will be created and display the  NetSuite® Project Number.  
  • The NetSuite® Customer assigned to the Project can be selected manually in NetSuite® after export.
  • An option on the ERP Integration tool to select a Customer upon export can be enabled.  There can only be a maximum of 10 NetSuite® Customers identified at this time if this field is discovered upon integration.  The IIS will provide additional information on this configuration option as needed.

subcontractor invoices

Considerations

  • Subcontractor Invoices must be approved then Sent to ERP and Exported to NetSuite® to create an AP Vendor Bill.
    • The approved Subcontract or Purchase order are required to be approved but not required to be exported to NetSuite®.
    • Subcontractor Invoices are invoices entered on Commitments (subcontracts and purchase orders) in Procore. 
  • The cost code(s) on the Subcontractor Invoice will create a new Project cost code item in NetSuite® if it has not already been create through an ERP cost code sync update when the cost code is on the Project Budget.
  • The payment information for synced Subcontractor Invoices will be imported to Procore. The payment information will be displayed on the Commitment → Payments Tab in Procore.

Additional Information

  • The Commitment Company must be synced with NetSuite® before the Invoice can be exported to NetSuite®.
  • A negative subcontractor invoice can be exported to NetSuite®.  This will create a Negative Vendor Credit in NetSuite®.  In a NetSuite® Bill Payment task, the Negative Vendor Credit can be selected to offset an existing Vendor Bill.  
    Note: Creating a Procore Negative Vendor Credit can be used in favor of creating a Commitment Change Order to reduce an existing Commitment if existing exported Invoices have already been paid.

COMMITMENT PAYMENTS ISSUED

  • When a NetSuite® Subcontractor Invoice is paid, the payment information will appear in the Procore Commitments Payment tab.

DIRECT COSTS

Considerations

  • Job cost transactions directly entered in NetSuite® must be coded to project-specific Other Charge Items that were created by the integration for the integration to retrieve them.  
  • Check the box on the Project - "Enable ERP Job Cost Transactions Syncing" to see these transaction from NetSuite®.
  • In the Direct Cost Tool filter Type, exclude Subcontractor Invoice.  This is because these type of invoices are already shown on the Project Budget as Actual cost, not Direct Costs.

Additional Information

  • Job costs that are entered directly in NetSuite® are classified as Direct Costs in Procore, and will be displayed as detailed transactions in the Direct Costs tool in Procore.
  • These synced Direct Costs will be imported with an Approved status, and will not be editable in Procore.
    • If adjustments need to be made to the synced Direct Cost,  the Direct Cost should be deleted in NetSuite®, then delete it in the Direct Cost tool. The other option is to create an offsetting Direct Cost entry in NetSuite® to track the transactions properly.  

Limitations

  • Transactions that are coded to unsynced NetSuite® project cost code Items will not be retrieved by the integration for display as Direct Cost in Procore.
  • A NetSuite®  G/L Accounts (e.g. journal entries) can be retrieved by the integration for display as Direct Costs in Procore.
    • Your IIS will provide configuration requirements to properly track journal entries.
  • NetSuite® transactions that have already been synced as Direct Costs in Procore  and deleted in NetSuite® will not be detected and not removed automatically in Procore Direct Cost tool.  They can be deleted manually.   

Owner invoices

Considerations

  • Owner Invoices are invoices entered on Prime Contracts in Procore. These can be exported to NetSuite® to create Customer Invoices.
  • The Billing Date in Procore will populate the Invoice Date in NetSuite®.  If the Billing date is left blank in Procore, the Invoice Date in NetSuite® will be populated with the Procore Billing Period End Date.
  • During the Owner Invoice configuration process, your team will select a Service Item from your NetSuite® Products and Services list to be used for the Subtotal amount due, and another Service Item to be used for the Retainage held/released. You can choose to use the same Service Item for both of these summary values if you prefer.

Additional Information

  • The invoice must be in an 'Approved' status to export successfully.
  • The invoice lines in Procore are summarized on the NetSuite® invoice:
    • Subtotal amount due
    • Retainage held/released (if applicable)
  • If you need to unlink an invoice that is already synced with NetSuite® you must first delete the invoice in NetSuite®.

Limitations

 

Data Mapping

Overview


PROCORE
Exports data from Procore to NetSuite®  Imports data from NetSuite®  to Procore
NetSuite®

PROJECT WBS CODES 1

Cost Codes, Cost Types, Custom Segments

erp-orange-arrows.png  

ITEMS

(Other Charge)

PROJECTS erp-orange-arrows.png erp-green-arrows.png PROJECTS
COMPANIES erp-orange-arrows.png erp-green-arrows.png VENDORS

SUBCONTRACTOR INVOICES

erp-orange-arrows.png  

VENDOR BILLS

COMMITMENT PAYMENTS ISSUED 2   erp-green-arrows.png VENDOR BILL PAYMENTS

OWNER INVOICES

erp-orange-arrows.png   INVOICE (Sales)
DIRECT COSTS   erp-green-arrows.png VENDOR BILLS/JOURNALS


Custom WBS Segments ARE supported.

2 Supported in the US only at this time.

Project WBS Codes


PROCORE
Exports data from Procore to NetSuite®  Imports data from NetSuite®  to Procore
NetSuite®

Project WBS Code 1

Project Number + Budget Code (Cost Code, Cost Type, Custom Segment)

erp-orange-arrows.png   Item Name/Number
Budget Code Description erp-orange-arrows.png   Display Name/Code

Custom WBS Segments ARE supported.

Export note: The NetSuite® Item is created as an "Other Charge" type and assignments such as "Expense Account" are applied per defaults set up in NetSuite® Accounting Preferences

Projects


PROCORE
Exports data from Procore to NetSuite®  Imports data from NetSuite®  to Procore
NetSuite®
Project Number erp-orange-arrows.png erp-green-arrows.png Job ID
Project Name erp-orange-arrows.png erp-green-arrows.png Job Name
Start Date erp-orange-arrows.png erp-green-arrows.png Start Date
Completion Date erp-orange-arrows.png erp-green-arrows.png Estimated End Date
Total Value erp-orange-arrows.png erp-green-arrows.png Estimated Revenue

 

Vendors


PROCORE
Exports data from Procore to NetSuite®  Imports data from NetSuite®  to Procore
NetSuite®
Name erp-orange-arrows.png erp-green-arrows.png Company Name
Address/City/State/Zip erp-orange-arrows.png erp-green-arrows.png Address/City/State/Zip
Business Phone erp-orange-arrows.png erp-green-arrows.png Phone
Business Fax erp-orange-arrows.png erp-green-arrows.png Fax
Email Address erp-orange-arrows.png erp-green-arrows.png E-Mail
Website erp-orange-arrows.png erp-green-arrows.png Web Address

 

Subcontractor Invoices


PROCORE
Exports data from Procore to NetSuite®  Imports data from NetSuite®  to Procore
NetSuite®
Billing Date erp-orange-arrows.png   Date
Contract Company erp-orange-arrows.png   Vendor
Invoice # erp-orange-arrows.png   Reference No. (Document Number)
      Distributions
Project erp-orange-arrows.png   Customer/Project

WBS Budget Code

(Cost Code, Cost Type)

erp-orange-arrows.png   Item
Value or This Period erp-orange-arrows.png   Amount
Total Retainage erp-orange-arrows.png   Amount (on separate line item for retainage)

1 If used in Procore, retainage is coded to an Item in NetSuite®. 

 

Commitment Payments Issued


PROCORE
Exports data from Procore to NetSuite®  Imports data from NetSuite®  to Procore
NetSuite®
Invoices   erp-green-arrows.png Applied To Invoice
Payment Method   erp-green-arrows.png n/a
Date   erp-green-arrows.png Date
Payment #   erp-green-arrows.png n/a
Invoice #   erp-green-arrows.png n/a
Check / Ref #   erp-green-arrows.png Check #
Notes   erp-green-arrows.png n/a
Amount   erp-green-arrows.png Amount Due

 

Owner Invoices

When an owner invoice is exported from Procore to NetSuite®, a sales invoice is automatically created in NetSuite®. In Procore, owner invoices are accessed from invoices in the project-level Prime Contracts tool, as well as from owner invoices in the project-level Invoicing tool. 

In NetSuite®, sales invoices can be accessed from the Transactions menu. 


PROCORE
Exports data from Procore to NetSuite®  Imports data from NetSuite®  to Procore
NetSuite®
Project erp-orange-arrows.png   Project

Billing Date

(if blank, then Billing Period End Date)

erp-orange-arrows.png   Date
Invoice No. erp-orange-arrows.png   Invoice #
Invoice Subtotal Amount erp-orange-arrows.png  
Line 1 'Current Payment Due' - NetSuite® Service Item for Summary AR

Retainage

erp-orange-arrows.png   Line 2 'Current Retainage' - NetSuite® Service Item for AR Retainage

 

Direct Cost Transactions


PROCORE
Exports data from Procore to NetSuite®  Imports data from NetSuite®  to Procore
NetSuite®
Direct Cost Type     Cost Type
Invoice   erp-green-arrows.png Vendor Bills
Expense   erp-green-arrows.png Journal Entries
Direct Cost      
Received Date   erp-green-arrows.png Date
Status   erp-green-arrows.png Automatically set to Approved

Description

(Cost Type + Invoice/Journal #)

  erp-green-arrows.png n/a
Vendor   erp-green-arrows.png Vendor (for Vendor Bill type)
Invoice #   erp-green-arrows.png Transaction Number
Amount   erp-green-arrows.png Amount