For notable changes that affect specific integrated ERP systems, see:
Below are the notable changes to the company's ERP Integrations tool.
Direct Export for Commitments, Commitment Change Orders, and Subcontractor Invoices (21/07/2023)
Procore's ERP integrations now offer the ability to bypass the accounting approver step when exporting certain items to your ERP system. This feature, referred to as 'Direct Export', offers increased flexibility and can help you streamline approval processes. To learn more, see ERP Integrations: Direct Export Feature.
Standard item numbering upon export for commitments, Change orders, and invoices (10/04/2023)
Procore's Company level ERP Integrations tool previously provided the option to change an item's number upon export to an integrated ERP system. The removal of this field eliminates the possibility for an item's number in Procore to differ from that item's number in an integrated ERP system, offering an improved auditing and reconciliation experience for accounting teams.
Unlink Subcontractor Invoices Synced with ERP (12/04/2022)
When a Procore project's subcontractor invoices are synced with a supported ERP Integration, a link is created between the records stored in each system. Sometimes, users will inadvertently export a subcontractor invoice from Procore and then discover that the subcontractor invoice's data was entered incorrectly. When this occurs, the link between the systems will first need to be deleted manually using the new Unlink button. Prior to this update, a user with 'Admin' level permission was required to send a email request to reset the subcontractor invoice then users had to wait for the request to be processed. Now, a user with the appropriate permissions can perform that step on their own.
For more information on a specific ERP integration see:
- QuickBooks® Desktop: Unlink Subcontractor Invoices Synced with ERP
- Sage 300 CRE®: Unlink Subcontractor Invoices Synced with ERP
- Sage 100 Contractor®: Unlink Subcontractor Invoices Synced with ERP
- Sage Intacct®: Unlink Subcontractor Invoices Synced with ERP
- Yardi Voyager®: Unlink Subcontractor Invoices Synced with ERP
- MRI Platform X®: Unlink Subcontractor Invoices Synced with ERP
- Acumatica Cloud ERP: Unlink Subcontractor Invoices Synced with ERP
- Integration by Ryvit: Unlink Subcontractor Invoices Synced with ERP