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Procore

View an Accountant Report for ERP

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NEW ERP DOCUMENTATION EXPERIENCE!

We're building a better way to serve you documentation that gives you the most up-to-date and relevant information about how to use your company's Procore + ERP integration.

This page is part of the new experience. The new experience is currently complete for Workday®, QuickBooks® Online, Yardi Voyager®, Xero™, CMiC, NetSuite®, MRI Platform X®, Acumatica Cloud ERP, and MYOB Advanced Construction only. 

To view documentation for a Procore-supported ERP integration that is not yet part of the new experience, please see ERP Integrations and select the tile for your ERP system.

Objective 

To view a report that lists all of the Procore users at your company who have been designated as accounting approvers.

Background 

The Accountant Report lets users with 'Admin' level permission to the ERP Integrations tool view the 'Accountants in Procore' list. This list shows the Procore users who have been designated with the accounting approver role. 

Things to Consider 

  • Required User Permissions:
    • To view the report:
      • 'Admin' level permission to the Company level ERP Integrations tool.
    • To be listed as an accountant in the report:
      • '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.
        Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 

Steps 

  1. Navigate to the company's ERP Integrations tool. 
  2. Click Configure Settings icons-settings-gear.png.
  3. Click Accountant Report.