Send Purchase Order Invoices to ERP Integrations for Accounting Acceptance

Send purchase order invoices from Procore to ERP Integrations to streamline financial data transfers to Acumatica Edge. Exporting approved invoices ensures accurate commitment tracking and accounting synchronizations between systems. This process removes the need for manual data re-entry and accelerates accounting approval workflows.

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

• Additional Information:

  • Ensure the project, vendor, and purchase order are fully synced to Acumatica® before attempting an export. The invoice must be approved and contain at least one Schedule of Values (SOV) line item for the export button to display.

  • The invoice must be in the Approved, Approved as Noted, or Pending Owner Approval status with at least one SOV line item.

  • If Purchase Order and Purchase Order change order syncing is disabled, you only need to sync the project and vendor.

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

• Important: To enable this feature, you must install an updated customization project in your Acumatica instance. Please reach out to your Integration Implementation POC for installation instructions.

1. Navigate to the project's Commitments tool.

2. Locate the commitment that contains the invoice that you want to send to ERP Integrations. Then click View.

3. Click the Invoices tab.

4. Click Send to ERP.

   
   

• Export Purchase Order Invoices from Procore to Acumatica® Construction