Retrieve a Purchase Order Invoice from ERP Integrations

Retrieve a purchase order invoice from the ERP Integrations tool to modify or re-evaluate billing details before exporting records to your accounting system. Pulling an invoice back into Procore allows accounting teams to make required edits or correct discrepancies prior to final acceptance.

• Required User Permissions on the project's Commitments tool.

• Additional Information:

  • Retrieving an invoice removes it from the ERP Integrations tool review queue and returns it to the project's Commitments tool.

  • Invoices can only be retrieved if they have not yet been accepted or processed by the accounting system.

  • An email notification is not sent out when a purchase order invoice is retrieved.

1. Navigate to the project's Commitment tool.

2. Locate the relevant Commitment.

3. Click the Invoices tab.

4. Click the relevant Invoice Number.

5. Click Retrieve from ERP.