View the Accountant Report

Objective

To view a report that lists all of the Procore users at your company who have been designated as accounting approvers.

Background

The Accountant Report lets users with 'Admin' level permission to the ERP Integrations tool view the 'Accountants in Procore' list. This list shows the Procore users who have been designated with the accounting approver role. See What is the accounting approver role?

Things to Consider

• Required User Permissions:
  • To view the report: 'Admin' level permission to the Company level ERP Integrations tool.
  • To be listed as an accountant in the report:

Steps

1. Navigate to the company's ERP Integrations tool. 
2. Click Configure Settings .
3. Click Accountant Report.
   
   

See Also

• What is the accounting approver role?
• Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?