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About 17 results
  • Enable or Disable ERP Direct Exports
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/enable-or-disable-erp-direct-exports
    Enable or disable the feature that allows Commitments, Commitment Change Orders (CCOs), and Invoices to sync to ERP without approval by an Accounting Approver.
  • Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
    https://en-ca.support.procore.com/products/online/user-guide/company-level/admin/tutorials/add-the-erp-direct-costs-column-to-a-procore-budget-view-for-erp-integrations
    How to add ERP Direct Costs column to a Procore Budget View for ERP Integrations
  • Why can't I create WBS custom segments?
    https://en-ca.support.procore.com/faq/why-cant-i-create-wbs-custom-segments
    Describes the reasons some Procore users are not able to create custom segments with Procore's Work Breakdown Structure feature.
  • How can I tell if a Procore project is synced with an integrated ERP system?
    https://en-ca.support.procore.com/faq/how-can-i-tell-if-a-procore-project-is-synced-with-an-integrated-erp-system
    Explains how to verify that the Procore project is synced with the ERP integration
  • Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?
    https://en-ca.support.procore.com/faq/are-accounting-approvers-notified-when-data-is-awaiting-acceptance-in-the-erp-integrations-tool
    The email alerts the approvers that data has been sent to the ERP Integrations tool for review and that those items are awaiting an 'Accept' or 'Reject' response. Note: If an accounting approver initi...The email alerts the approvers that data has been sent to the ERP Integrations tool for review and that those items are awaiting an 'Accept' or 'Reject' response. Note: If an accounting approver initially submits a 'Reject' response, the system will NOT send an immediate automated email notification after the corrected information is sent to the ERP Integrations tool.
  • Why is my Procore project missing from the ERP Integrations tool?
    https://en-ca.support.procore.com/faq/why-is-my-procore-project-missing-from-the-erp-integrations-tool
    If your company has configured the ERP Integrations tool to work with your ERP system, a user can create a new project and then send it to the ERP Integrations tool for acceptance by an accounting app...If your company has configured the ERP Integrations tool to work with your ERP system, a user can create a new project and then send it to the ERP Integrations tool for acceptance by an accounting approver. To view this list, navigate to the ERP Integrations tool and click the Jobs subtab. After the project is created, it must be sent to the ERP Integrations tool.
  • Why are my change order line items duplicated on my subcontractor invoice?
    https://en-ca.support.procore.com/faq/why-are-my-change-order-line-items-duplicated-on-my-subcontractor-invoice
    Learn about the conditions that lead to change order line items appearing twice on subcontractor invoices on ERP-synced projects.
  • Can I customize the numbering system for financial objects in Procore?
    https://en-ca.support.procore.com/faq/can-i-customize-the-numbering-system-for-financial-management-objects-in-procore
    Provides guidance for how your project team can apply a customized numbering scheme to a project's commitment, contracts, fundings, and changes.
  • Why can't I see the Accept/Reject options in the ERP Integrations tool?
    https://en-ca.support.procore.com/faq/why-cant-i-see-the-accept-reject-options-in-the-erp-integrations-tool
    I am working on a construction project's accounting team and I don't see the options to accept or reject the data for export to our integrated ERP system. If you are a member of your company or projec...I am working on a construction project's accounting team and I don't see the options to accept or reject the data for export to our integrated ERP system. If you are a member of your company or project's accounting team and have responsibility for approving data for export from Procore into an integrated ERP system, you will need to contact your Procore Administrator or a user with 'Admin' level permission on the ERP Integrations tool.
  • Why can't I see the Sync or Refresh buttons in the ERP Integrations tool?
    https://en-ca.support.procore.com/faq/why-cant-i-see-the-sync-or-refresh-buttons-in-the-erp-integrations-tool
    In the Company level ERP Integrations tool, the Sync and Refresh buttons are only visible and available to users with the following permissions: 'Standard' or 'Admin' on the company's ERP Integrations...In the Company level ERP Integrations tool, the Sync and Refresh buttons are only visible and available to users with the following permissions: 'Standard' or 'Admin' on the company's ERP Integrations tool. The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit request to your Procore point of contact.
  • What do the ERP icons mean?
    https://en-ca.support.procore.com/faq/what-do-the-erp-icons-mean
    Answers a frequently asked question about what the rejected, synced and sent icons look like and represent when Procore is integrated with a third-party ERP system.