For notable changes that affect specific integrated ERP systems, visit your ERP connector's documentation.
Below are the notable changes to the company's ERP Integrations tool.
Grant Accounting approver Privileges (02/28/2024)
Accounting approvers who also have Admin level permissions on the Company level Directory tool can now grant accounting approver privileges to other users by editing a user's Company level Directory record. This feature is automatically available in ERP-integrated company accounts, and does not require additional steps to enable. To learn more, see Grant Accounting Approver Privileges.
Override subcontractor invoice number before sending To erp (02/02/2024)
Procore's ERP integrations now offer the ability to override the subcontractor invoice number before sending an invoice to the ERP integration. This will ensure successful exports and minimize errors that can occur from exporting invoices with numbers already in use in your ERP system.
assign buDget codes to commitment sov line items at any time BEFORE sending commitments to erp (09/18/2023)
Procore's ERP integrations now offer the ability to save commitment schedule of value (SOV) line items without assigned budget codes when building your commitment SOV. Previously, the contract's SOV could not be saved unless a budget code was assigned to each line item. Budget codes must still be assigned before sending the commitment to your ERP system. This feature offers increased flexibility in the creation of a commitment's SOV.
Direct Export for Commitments, Commitment Change Orders, and Subcontractor Invoices (07/21/2023)
Procore's ERP integrations now offer the ability to bypass the accounting approver step when exporting certain items to your ERP system. This feature, referred to as 'Direct Export', offers increased flexibility and can help you streamline approval processes. To learn more, see ERP Integrations: Direct Export Feature.
Standard item numbering upon export for commitments, Change orders, and invoices (04/10/2023)
Procore's Company level ERP Integrations tool previously provided the option to change an item's number upon export to an integrated ERP system. The removal of this field eliminates the possibility for an item's number in Procore to differ from that item's number in an integrated ERP system, offering an improved auditing and reconciliation experience for accounting teams.