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About 48 results
  • Send a Procore Company to ERP Integrations for Accounting Acceptance
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/send-a-procore-company-to-erp-integrations-for-accounting-acceptance
    How to send a company record from Procore's Project level Directory tool to your company's ERP Integrations tool for an accounting approvers acceptance for export to an integrated ERP system.
  • Consolidate and Link ERP Companies to Procore Companies
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/consolodate-and-link-erp-companies-to-procore-companies
    How to consolidate your list of companies in your ERP and Procore directories so that there are no duplicates and that active ERP companies can be linked to their matching entry in Procore.
  • Unlink a Company Synced with ERP
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/unlink-a-company-synced-with-erp
    How to unlink an ERP vendor that is synced with a company record in Procore's Company Directory.
  • Add an ERP Company to the Procore Company Directory
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/add-an-erp-company-to-the-company-directory
    To add an ERP company as a new company entry in Procore's Directory tool.
  • Accept or Reject Subcontractor Invoices for Export to ERP
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/accept-or-reject-subcontractor-invoices-for-export-to-erp
    How to accept or reject a subcontractor invoice so it can be exported from the ERP Integrations tool to Xero™.
  • Accept or Reject a Project for Export to ERP
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/accept-or-reject-a-project-for-export-to-erp
    How to accept or reject a project that has been sent to the ERP Integrations tool for acceptance by an accounting approver.
  • Unlink Subcontractor Invoices Synced with ERP
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/unlink-subcontractor-invoices-synced-with-erp
    How to unlink a subcontractor invoice after it has been synced with your ERP system.
  • Link ERP Companies to Procore Companies
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/link-erp-companies-to-procore-companies
    How to link the companies in your ERP system to the company records in Procore using the ERP Integrations tool.
  • 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.
  • Project Financials + NetSuite® Connector
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/netsuite
    With the Project Financials + NetSuite® Connector, owners and management teams can access uninterrupted workflow for invoice processing and reporting.
  • Accept or Reject a Company for Export to ERP
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/accept-or-reject-a-company-for-export-to-erp
    How to accept or reject a company record in Procore in order to export it to your ERP system.