Export Purchase Order Invoices from Procore to Acumatica® Construction

Reviewing approved purchase order invoices in the ERP Integrations tool allows accounting teams to accept or reject records before committing them to the financial ledger. Exporting purchase order invoices ensures that billing data moves accurately from Procore into Acumatica® Construction for final accounting acceptance.

• Requred User Permissions on the project's ERP Integrations tool.

• Additional Information:

  • Configure the Account Group in Acumatica® (equivalent to the Procore Cost Type) to not require a receipt to invoice against it.

  • This sync process typically takes a few minutes.

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

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

2. Click More.

3. Click the Invoices tab.

Export an Invoice

1. Select the invoice(s) you want to accept for export.

2. Click Export.

Reject an Invoice

1. Select the invoice(s) you want to reject.

2. Enter the reason(s) for rejecting the invoice in the Reason box.

3. Click Save.

4. 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 Commitments 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.