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Procore

Set Up the Export Owner Invoices Feature for Sage 300 CRE®

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Objective

To set up the capability to export Procore owner invoices to Sage 300 CRE® using the Sage 300 CRE® connector.

Background

If you have 'Admin' permission on the company's ERP Integrations tool, you can complete the initial setup for the Sage 300 CRE® owner invoices feature so that your team can sync invoices from Procore to Sage 300 CRE®.

Things to Consider

  • Required User Permissions:
    • Contact ERP Support to request to turn the feature ON and to designate the accounting approvers who will be authorized to sync invoices. You must be your company's Procore Administrator to make this request.
    • To complete the initial setup steps below, ‘Admin’ on the company’s ERP Integrations tool and login credentials for your company's  hh2 sync client.
  • Requirements:
    • The hh2 sync client must be running version 1.31.467.xxxx or higher.
    • The ERP Integrations tool must be enabled on the company account. 
    • The ERP Integrations tool must be configured to work with Sage 300 CRE®. 
  • Additional Information:
  • Limitation:
    • Procore owner invoices can only be exported to Sage Quickbill contracts that are configured for lump-sum (Job-level) billing.

Workflows

diagram-erp-sage-300-cre-export-owner-invoices-setup.png

Steps

  1. Configure the hh2 Sync Client for Owner Invoice Exports
  2. Set Up Owner Invoice Exports in Procore

Configure the hh2 Sync Client for Owner Invoice Exports

First, configure the settings for owner invoice exports in the hh2 Sync Client:

  1. Log into your Sage 300 CRE® server using an account with administrative privileges.
  2. Launch your company's hh2 Sync Client. 
     Important
    The hh2 sync client must be running version 1.31.467.xxxx or higher.
    desktop-icon-hh2.png
  3. Click Connect.
  4. Browse to the Local Connections tab.
  5. Click Mappings.
  6. Click Advanced Mappings.
  7. Place a checkmark in these circles:
    • Distribution (AR)
    • Invoice (AR)
  8. Click Save.
  9. Complete a manual Deep Sync (full history).
    hh2-sync-client-manual-deep-sync.png

Set Up Owner Invoice Exports in Procore

Next, complete the following setup task in Procore:

Email Your List of Accounting Approvers to Procore 

  1. Ask your company’s Procore Executive Sponsor to contact ERP Support with the following information:
    • Email addresses for the accounting approvers who should be granted the additional permission to export owner invoices to Sage 300 CRE®
       Note
      • If you do not know your company’s Executive Sponsor, see the Executive Sponsor field under Account Information in the company's Admin tool.
      • If there is no Executive Sponsor listed, contact your company’s Procore Administrator.
  2. Wait for your Executive Sponsor to confirm that the Procore ERP Support Team has granted permissions to your company's designated accounting approvers.
    Once permission has been granted, you can begin using the feature.