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AR Payments

Agave Sync allows you to sync Sage Intacct AR Payments to Procore Prime Contract Payments ("Payments Received").

Visual Mapping​

Procore and Sage Intacct AR Payment Visual Mapping

Video Tutorial​

Common Errors and FAQs​

Are there any pre-requisites to syncing AR Payments?​

Projects and Prime Contracts must be synced first, since Procore records every Payment underneath a prime contract on a project.

The Procore Prime Contract must also be in an Approved or Complete state, as Procore does not allow Payments to be created against a contract in any other status.

In Sage Intacct, the payment must be applied to an AR Invoice that was billed against a project contract.

What happens if one payment covers multiple invoices?​

A single Sage Intacct AR Payment can be applied to invoices belonging to different projects and prime contracts, while a Procore Payment sits under exactly one prime contract.

Agave can split these automatically, bringing the payment across as separate Procore Payments so each lands on the correct prime contract with its own amount. Reach out to your Agave Account Manager to enable this.

Are reversals and deletions synced?​

No. Agave Sync creates Payments in Procore, but does not update or delete them afterwards. If you reverse or delete an AR Payment in Sage Intacct, the corresponding Procore Payment has to be removed manually.

Where do I find AR Payments in each system?​

In Sage Intacct, navigate to Accounts Receivable > Receive Payments.

In Procore, navigate to the Prime Contract > Payments Received to view the payments recorded against that contract.