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.

      Entrepreneurs généraux
      Anglais (États-Unis) - Par défaut

      Propriétaires
      Anglais (Terminologie du propriétaire V2)

      Entrepreneurs spécialisés
      Anglais (terminologie des entrepreneurs spécialisés)

      Facturation

      Facturation

      Facturations proportionnelles

      Propriétaire

      Financement

      Propriétaire

      Propriétaire/Client

      Propriétaire/Client

      GC/Client (en anglais seulement)

      Ordre de changement au contrat principal

      Ordre de changement au financement

      ordre de changement de contrat de client

      Contrats principaux

      Financement

      Contrats clients

      Chiffre d’affaires

      Financement

      Chiffre d’affaires

      Contrat de sous-traitance

      Contrat

      Contrat de sous-traitance

      Sous-traitant

      Entrepreneur

      Sous-traitant

      Ventilation des coûts des sous-traitants (VDCST)

      Ventilation des coûts de l’entrepreneur (CSOV)

      Ventilation des coûts des sous-traitants (VDCST)

      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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