Export Owner Invoices from Procore to ERP

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.

      总承包商英语（美国）- 默认

      业主英语（业主术语第 2 版）

      专业承包商英语（专业承包商术语）

      开发票

      开发票

      进度账单

      业主

      资金

      业主

      业主/客户

      业主/客户

      总承包商/客户

      主合同变更通知单

      资金变更通知单

      客户合同变更通知单

      主合同

      资金

      客户合同

      营收

      资金

      营收

      分包合同

      合约

      分包合同

      分包商

      承包商

      分包商

      分包商分项价格表（SSOV）

      承包商分项价格表（CSOV）

      分包商分项价格表（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 your owner invoices are reviewed by a member of your project team and placed in the 'Approved' status, an accounting approver can export them to your ERP system, if that function is supported by your ERP integration.

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.

Steps

  1. Send an Owner Invoice to ERP Integrations for Accounting Acceptance

  2. Accept or Reject Owner Invoices for Export to ERP

See Also

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