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.

When Can Push to Accounting is checked for a user, Procore pre-selects the checkboxes in the ERP Permissions matrix by default. However, if those default matrix selections are subsequently cleared or modified, the user's ability to import or export those specific item types is restricted or removed—even though they retain their overall Accounting Approver status.

• 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.

  • 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.

  • Default Selections: Checking Can Push to Accounting automatically selects all available item-type checkboxes in the ERP Permissions matrix by default.

  • Universal Matrix Requirement: The ERP Permissions matrix applies to all users (including Company Directory Admins). Having 'Admin' level permissions or the Can Push to Accounting privilege enabled alone does not bypass the matrix requirements.

  • Effect of Deselecting Items: If any checkbox within the ERP Permissions matrix is cleared, the user will lose the ability to import or export that specific item type, regardless of their role or Accounting Approver status.

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.