What is the accounting approver role?

In Procore, an Accounting Approver is an individual with the authority to accept and reject Procore data for export to an integrated ERP system. Accounting approvers can unlink several item types, such as commitments, commitment change orders, prime contract change orders, and subcontractor invoices, that have been synced between Procore and an integrated ERP system. See Which ERP Integrations are supported by Procore?

To learn more about the accounting approver role, review the answers to frequently asked questions below:

• How do I identify an accounting approver in Procore?

• Which permissions are accounting approvers granted?

• I have accounting approver permissions, why do I still not see the option to import or export ERP data?

• Are accounting approvers notified when data is awaiting acceptance for export in the ERP Integrations tool?

• I am an accounting approver. How do I accept or reject data for export?

• How to add more accounting approvers?

Once a Procore user is designated as an accounting approver, this badge appears next to their user profile in the Directory tool.

To become an accounting approver in Procore, your user account will need to be granted the following permission and privilege:

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

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

To import or export ERP data in Procore, users must have both Accounting Approver permissions and the specific item-type checkboxes enabled within the ERP Permissions matrix.

If you are an accounting approver but cannot view or access the option to import or export a specific data type:

1. Verify Company Directory ERP Permissions:

   • Contact a Company Admin (or a user with 'Admin' level permissions on the Company level Directory tool) to review your profile.

2. Verify accounting approver status:

   • If your ERP matrix permissions are correct but the issue persists, have a current Accounting Approver verify that you are explicitly listed as an Accounting Approver for the company's integration setup. Verification: Confirm your name is present in the list of designated Accounting Approvers under the ERP Integrations settings.

3. Contact Support:

   • If both the ERP Permissions matrix and accounting approver listings are properly configured and you are still unable to import or export data, please Contact Support for assistance.

Yes. Procore sends a daily automated email notification to all designated accounting approvers on a project. The email alerts the approvers that data has been sent to the ERP Integrations tool for review and that those items are awaiting an 'Accept' or 'Reject' response. Users can opt out of receipt of this email by un-checking the 'Subscribe to ERP digest emails' box in their Company level Directory record.

Note: If an accounting approver initially submits a 'Reject' response, the system will NOT send an immediate automated email notification after the corrected information is sent to the ERP Integrations tool.

To learn how an accounting approver accepts or rejects data for export to an integrated ERP system, see the user guide for your specific integration and look for the appropriate tutorials. See ERP Integrations.

To add more accounting approvers, assign the accounting approver role to users in the company-level Directory tool. This enables them to accept or reject items for export to an integrated ERP system. See Grant Accounting Approver Privileges.