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Export Subcontractor Invoices from Procore to Yardi Voyager®

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Objective

To export subcontractor invoice from a Procore project to Yardi Voyager®.

Background

If you want to export your subcontractor invoices to Yardi Voyager®, 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 Yardi Voyager®. These invoices will not be synced when exported. 
    • Materials Presently Stored and Materials Retainage are not supported with the Yardi Voyager® integration. These values will be ignored when sending invoices to Yardi Voyager®. 
    • Yardi Voyager® cannot accept images alongside invoices sent from Procore. Instead, Procore will send a link to the invoice within Procore, so that Yardi Voyager® users can view all related documentation. This will require that those Yardi Voyager® users have the correct permissions in Procore.

Prerequisites

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 icon-workflow.png
  2. View the 'Export Your Approved Subcontractor Invoices to ERP' workflow icon-workflow.png