Export Owner Invoices from Procore to ERP

ERP DOCUMENTATION

Each Procore-built ERP integration offers its own unique feature set. Your integration might not support the action described on this page.

To learn about your integration and its supported features, see Which ERP integrations are supported by Procore?

Using Owner or Specialty Contractor Terminology?

Procore can be configured to use terminology specific to General Contractors, Owners, or Specialty Contractors. Learn how to apply the dictionary options.

  • To learn the differences: Show/Hide

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials.

      Contratistas generales Inglés (Estados Unidos) - Predeterminado

      Inglés para promotores (terminología para promotores versión 2)

      Contratistas especializados en inglés (terminología de contratistas especializados)

      facturación

      facturación

      Facturación de avance

      Propietario

      Financiación

      Propietario

      Promotor/Cliente

      Promotor/Cliente

      CP/cliente

      Orden de cambio de contrato principal

      Orden de cambio de financiación

      orden de cambio de contrato del cliente

      Contratos principales

      Financiación

      Contratos de cliente

      Ingresos

      Financiación

      Ingresos

      subcontrato

      contrato

      subcontrato

      subcontratista

      Contratista

      subcontratista

      Desglose de partidas de subcontratista

      Desglose de partidas para contratistas

      Desglose de partidas de subcontratista

      About These Dictionaries

      • Default Setting: The 'General Contractor' dictionary is enabled by default for all accounts.

      • Availability: These alternate dictionaries in italics are available in US English only.

      How to Switch Your Dictionary

      To change your company's terminology to the Owner or Specialty Contractor dictionary, contact your company's . They will work with your Procore Point of Contact to make the change.

Background

After your owner invoices are reviewed by a member of your project team and placed in the 'Approved' status, an accounting approver can export them to your ERP system, if that function is supported by your ERP integration.

Things to Consider

  • Required User Permissions:

    • You need both:

      • '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. See Grant Accounting Approver Privileges.

Steps

  1. Send an Owner Invoice to ERP Integrations for Accounting Acceptance

  2. Accept or Reject Owner Invoices for Export to ERP

See Also

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