Below are the notable changes to the Procore + Acumatica® integration.
Users can now release retainage on subcontract invoices in Procore and export the released retainage to Acumatica®. This feature will be automatically enabled on all integrated projects. To learn more about this feature, see Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance.
Users can now sync their Prime Contracts to Acumatica® as a single, summarized line item in the Revenue Budget tab. Prime Contract syncing is automatic and requires no action to initiate once a contract has been created and approved in Procore. To learn more about this feature, see How do I sync my Prime Contract with Acumatica?
Users can also sync PCCOs from Procore to Acumatica®. To enable PCCO syncing on an integrated project, please contact your Acumatica® channel partner and request that they upgrade you to the latest Procore Customization Package. For more information, reach out to your Procore point of contact.
With Received Date syncing for the Direct Costs tool, users can now enjoy the added benefit of using the pre-fill function in Owner Invoicing to pull in those Direct Costs with a Received Date that fall within an invoice's selected billing period. This function was previously unavailable because the pre-fill function requires a date entry to determine if a cost falls within the relevant billing period.
To learn more about the details of this function, see Project Financials + Acumatica Connector: Received Date Syncing for Direct Costs in Procore.