Send an Owner Invoice to ERP Integrations for Accounting Acceptance

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.

      総合工事業者
      英語 (米国) - 既定

      所有者
      英語 (発注者用語 V2)

      専門業者
      英語 (専門業者用語)

      請求

      請求

      未成工事支出金請求書

      発注者

      融資

      発注者

      オーナー/クライアント

      オーナー/クライアント

      GC/クライアント

      元請契約変更指示

      資金調達の変更指示

      クライアント契約変更指示

      元請契約

      融資

      クライアント契約

      収入

      融資

      収入

      下請け

      契約

      下請け

      下請け

      請負人

      下請け

      下請金額明細 (SSOV)

      請負業者の価値表 (CSOV)

      下請金額明細 (SSOV)

      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

To sync invoices in a Procore project with your ERP system, they must be sent to the ERP Integrations tool in Procore for acceptance by an accounting approver. After acceptance, the system will export the invoice data to your integrated ERP system. After invoices are sent to the ERP Integrations tool, users will NOT be able to edit the invoice in the Prime Contracts tool (with the exception of the invoice's attachments).

Things to Consider

  • Required User Permissions:

    • 'Admin' permission on the project's Prime Contracts tool.

       Notes

      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding, or Prime Contracts tool. Procore tool names vary, depending on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

      • If you are a collaborator (for example, an employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:

        • A Procore User account.

        • Access permissions to the project's Commitments and/or Client Contracts, Funding, or Prime Contracts tool.

        • Membership on the 'Private' list of a specific contract or funding

        • Designated as an 'Invoice Contact' on the contract or funding.

  • Requirements:

  • Considerations, requirements, and limitations vary depending on the ERP system your Procore account is integrated with.

Steps

 Tips

You must be using the Modernized Owner Invoice Experience (Beta) to see the 'Send to ERP' button. If the 'Send to ERP' button is grayed out and unavailable, check to be sure the invoice is in the required status.

A user with 'Admin' permission on the Prime Contracts tool can perform this task in the project's Invoicing tool.

  1. Navigate to the project's Invoicing tool.

  2. Click the Owner tab.

  3. Locate the invoice to work with, then click its Number link.
    Note: To allow export of an invoice, it must be in the _'_Approved' status.

  4. Click Send to ERP.

See Also

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