Grant Accounting Approver Privileges

Designating specific team members as an Accounting Approver creates a structured and reliable financial workflow. This step ensures that all invoices and commitments undergo a mandatory internal review process by authorized personnel before any data is synchronized. This workflow prevents unauthorized or incorrect financial updates from transferring to your integrated ERP system, maintaining strict data integrity and budget control across your project.

• Required User Permissions on the Company level Directory tool.

• Additional Information:

  • Users with 'Admin' permissions on the Company Directory tool and the 'Can push to accounting' privilege can grant import and export access for all item types to anyone, including themselves.

  • For users with 'Standard' permissions or lower, you can customize these import and export capabilities by specific item type. While this granular option appears for all user levels, it only applies to non-Admin users.

  • It is recommended you leave the Subscribe to ERP Digest Emails checkbox marked for all accounting approvers.

    • The ERP Digest Email provides accounting approvers with a daily summary email that alerts the approver that data from Procore tools are awaiting an accept or reject response from the approver.

1. Navigate to the Company level Directory tool.

2. Locate the relevant user.

3. Click Edit.

4. Scroll to the Can Push to Accounting field.

5. Select the checkbox next to 'Can push to accounting'.

6. Select or clear the checkbox for 'Subscribe to ERP digest emails'.

7. In the 'ERP Permissions' section, select or clear the checkboxes in the Can Import? and Can Export? columns for more granular control.
   

   

   Note: The available checkboxes depend on your selected integration.

8. Scroll down and click Save.