Export Subcontractor Invoices from Procore to Sage 100 Contractor®
Objective
To export subcontractor invoice from a Procore project to Sage 100 Contractor®.
Background
If you want to export your subcontractor invoices to Sage 100 Contractor®, you first need to create them in your Procore project. As described in the Steps and Workflow below, your project team has two options when creating invoices: You can send an 'Invite to Bill' to one of your invoice contacts to allow them to submit their own invoice or you can create an invoice on behalf of an invoice contact.
After your subcontractor invoices are reviewed by a member of your project team and placed into the 'Approved' status, an accounting approver can export your subcontractor invoices as described below.
Things to Consider
- Required User Permissions:
- Additional Information:
- Some fields in a Procore subcontractor invoice are NOT exported directly to Sage 100 Contractor®. Instead, the system first uses those fields to calculate a value, and then the calculated value is exported to Sage 100 Contractor®. For details, see Sage 100 Contractor® Detailed Data Mapping.
Prerequisites
- The ERP Integrations tool must be enabled on the company account. See Request to Enable ERP Integration for Sage 100 Contractor®.
- The ERP Integrations tool must be configured to work with Sage 100 Contractor®. See Sage 100 Contractor®: Setup Guide.
Workflow
To create and export invoices, there are two (2) workflows that must be completed in this order:
Steps
Create Your Subcontractor Invoices in Procore
Export Your Approved Subcontractor Invoices to ERP
- Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
Note: If you need to make changes to an invoice before the data has been accepted by an accounting approver for export to Sage 100 Contractor®, see: - Accept or Reject Subcontractor Invoices for Export to Sage 100 Contractor®