View an Accountant Report for ERP

The Accountant Report lets users with 'Admin' level permission to the ERP Integrations tool view the 'Accountants in Procore' list. This list shows the Procore users who have been designated with the accounting approver role.

• Required User Permissions on the Company level ERP Integrations tool.

• Additional Information:

  • To be listed as an accountant in the report, you must have both of the following:

    • 'Standard' or 'Admin' level permissions on the company's ERP Integrations tool.

    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory.

1. Navigate to the company's ERP Integrations tool.

2. Click Configure Settings .

3. Click the Accountant Report tab on the right.