Export Subcontractor Invoices from Procore to MRI Platform X®

Objective

To export subcontractor invoice from a Procore project to MRI Platform X®.

Background

If you want to export your subcontractor invoices to MRI Platform X®, 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:
  • 'Standard' or 'Admin' on the company's ERP Integrations tool.
    AND
  • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
• Limitations:
  • Invoices whose total amount equals zero dollars cannot be sent to MRI Platform X®. These invoices will not be synced when exported. 
  • Retainage cannot be released automatically with the MRI Platform X® integration. Users must release retainage manually in MRI Platform X®. Invoices containing retainage release can still be synced, but the retainage will not be released. Invoices which only release retainage will not be sent at all.
  • Materials Presently Stored and Materials Retainage are not supported with the MRI Platform X® integration. These values will be ignored when sending invoices to MRI Platform X®. 

Prerequisites

• The ERP Integrations tool must be enabled on the company account. See Request to Enable ERP Integration for MRI Platform X®.
• The ERP Integrations tool must be configured to work with MRI Platform X®. See MRI Platform X®: Setup Guide

Workflow

To create and export invoices, there are two (2) workflows that must be completed in this order:

1. View the 'Create Your Subcontractor Invoices in Procore' workflow 
2. View the 'Export Your Approved Subcontractor Invoices to ERP' workflow 

Steps

• Create Your Subcontractor Invoices in Procore
• Export Your Approved Subcontractor Invoices to ERP

See Also

• Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations Tool?