Skip to main content
Procore

Send an Owner Invoice to ERP Integrations for Accounting Acceptance

  1. Last updated
  2. Save as PDF
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 Things to Know About Your ERP Integration.

To explore all documentation for your integration, see ERP Integrations.

Objective

To send invoices the ERP Integrations tool so they can be accepted by an accounting approver for export to your integrated ERP system. 

Background

To sync invoices in a Procore project with your ERP system, they must be sent to the ERP Integrations tool in Procore for acceptance by an accounting approver. After acceptance, the system will export the invoice data to your integrated ERP system. After invoices are sent to the ERP Integrations tool, users will NOT be able to edit the invoice in the Prime Contracts tool (with the exception of the invoice's attachments). 

Things to Consider

  • Required User Permissions:
    • 'Admin' permission on the project's Prime Contracts tool.
       Notes
      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding, or Prime Contracts tool. Procore tool names vary, depending on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
      • If you are a collaborator (for example, an invoice contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding, or Prime Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.
  • Requirements:
  • Considerations, requirements, and limitations vary depending on the ERP system your Procore account is integrated with. See Things to Know about your ERP Integration for details.

Steps

 Tips

You must be using the  Modernized Owner Invoice Experience (Beta) to see the 'Send to ERP' button. If the 'Send to ERP' button is grayed out and unavailable, check to be sure the invoice is in the required status.

A user with 'Admin' permission on the Prime Contracts tool can perform this task in the project's Invoicing tool. 

  1. Navigate to the project's Invoicing tool.
  2. Click the Owner tab.
  3. Locate the invoice to work with, then click its Number link.
    Note: To allow export of an invoice, it must be in the 'Approved' status. 
  4. Click Send to ERP.