Accept or Reject Owner Invoices for Export to ERPs

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.

      General Contractors
      English (United States) - Default

      Owners
      English (Owner Terminology V2)

      Specialty Contractors
      English (Specialty Contractor Terminology)

      Invoicing

      Invoicing

      Progress Billings

      Owner

      Funding

      Owner

      Owner/Client

      Owner/Client

      GC/Client

      Prime Contract Change Order

      Funding Change Order

      Client Contract Change Order

      Prime Contracts

      Funding

      Client Contracts

      Revenue

      Funding

      Revenue

      Subcontract

      Contract

      Subcontract

      Subcontractor

      Contractor

      Subcontractor

      Subcontractor Schedule of Values (SSOV)

      Contractor Schedule of Values (CSOV)

      Subcontractor Schedule of Values (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

After a user sends an invoice to the ERP Integrations tool for accounting acceptance, an accounting approver has the option to 'Accept' or 'Reject' the invoice.

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.

  • Prerequisites, limitations, and considerations will vary depending on the ERP system your Procore account is integrated with.

Steps

  • Review an Invoice

  • Accept an Invoice

  • Reject an Invoice

Review an Invoice

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

  2. Click the Owner Invoices tab. Note: If your web browser is minimized, click the More link and select Owner Invoices from the list.

  3. Under Filter Invoices By, make sure the Ready to Export link is highlighted. The page that appears lists only the invoices that have been sent to the ERP Integrations tool for accounting acceptance.

  4. Continue with one of the following:

    • Accept an Invoice

    • Reject an Invoice

Accept an Invoice

  1. Click Accept under the Billing period column next to the invoice you want to accept for export.

  2. Click Export to ERP. This sync process typically takes a few minutes.

    • If for any reason an invoice fails to export, you can view the failed item(s) by clicking the Failed to Export link in the filters menu in the right pane.

Reject an Invoice

  1. Click Reject under the Billing period column on the invoice you want to reject for export.

  2. Enter the reason(s) for rejecting the invoice in the Reason box. Then, click Reject. The following events occur:

    • The system removes the invoice from the ERP Integrations tool and returns it to an editable state in the project's Prime Contracts tool in the Invoices tab.

    • The system sends an automated email notification to the user who created the invoice to alert this person of the 'Reject' response.

See Also

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