Grant Accounting Approver Privileges

Designating specific team members as an Accounting Approver creates a structured and reliable financial workflow. This step ensures that all invoices and commitments undergo a mandatory internal review process by authorized personnel before any data is synchronized. This workflow prevents unauthorized or incorrect financial updates from transferring to your integrated ERP system, maintaining strict data integrity and budget control across your project.

• Required User Permissions on the Company level Directory tool.

• Additional Information:

  • Users with 'Admin' permissions on the Company Directory tool and the 'Can push to accounting' privilege can grant import and export access for all item types to anyone, including themselves.

  • For users with 'Standard' permissions or lower, you can customize these import and export capabilities by specific item type. While this granular option appears for all user levels, it only applies to non-Admin users.

  • It is recommended you leave the Subscribe to ERP Digest Emails checkbox marked for all accounting approvers.

    • The ERP Digest Email provides accounting approvers with a daily summary email that alerts the approver that data from Procore tools are awaiting an accept or reject response from the approver.

1. Navigate to the Company level Directory tool.

2. Locate the relevant user and click Edit.

3. Scroll to the Can Push to Accounting field.

4. Select the checkbox next to 'Can push to accounting'.

5. Select or clear the checkbox for 'Subscribe to ERP digest emails'.

6. In the 'ERP Permissions' section, review the item-level checkboxes:

   • By default, enabling Can Push to Accounting selects all available checkboxes under Can Import? and Can Export?.

   • Clear the checkbox next to any specific item type (e.g., Commitments, Subcontractor Invoices) you wish to restrict for this user.

   Important!

   Clearing an item's checkbox in the matrix explicitly removes the user's permission to import/export that specific data type, even if Can Push to Accounting remains checked.

   

   Note: The available checkboxes depend on your selected integration.

7. Scroll down and click Save.