Afficher un rapport comptable pour 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?

Arrière-plan

Le rapport du comptable permet aux utilisateurs disposant d’autorisations de niveau « Admin » dans l’outil Intégrations ERP de visualiser la liste « Comptables dans Procore ». Cette liste répertorie les utilisateurs de Procore auxquels le rôle d’approbateur de comptabilité a été attribué.

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, you must have both of the following:

      • '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.
        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.

Escalier

  1. Accédez à l’outil Intégrations ERP de l’entreprise.

  2. Cliquez sur Configurer les paramètres icons-settings-gear.png .

  3. Cliquez sur Rapport comptable.

See Also

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