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Procore

What is the accounting approver role?

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Answer

In Procore, an Accounting Approver is an individual with the authority to accept and reject Procore data for export to an integrated ERP system. Accounting approvers also have the authority to unlink purchase orders, subcontracts, and commitment change orders that have been synced between Procore and an integrated ERP system. 

To learn more about the accounting approver role, review the answers to frequently asked questions below:

How do I identify an accounting approver in Procore?

Once a Procore user is designated as an accounting approver, this badge appears next to their user profile in the Directory tool. 

icon-erp-accountant-badge.png

Which permissions are accounting approvers granted?

To become an accounting approver in Procore, your user account will need to be granted the following permission and privilege:

  • '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.
Are accounting approvers notified when data is awaiting acceptance for export in the ERP Integrations tool?

Yes. Procore sends a daily automated email notification to all designated accounting approvers on a project. 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. Users can opt out of receipt of this email by un-checking the 'Subscribe to ERP digest emails' box in their Company level Directory record.

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. 

I am an accounting approver. How do I accept or reject data for export?

To learn how an accounting approver accepts or rejects data for export to an integrated ERP system, see the user guide for your specific integration and look for the appropriate tutorials. See ERP Integrations.

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