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AR Invoices (Owner Invoices)

Agave Sync allows you to export Procore Owner Invoices to Vista AR Invoices.

note

Owner Invoices with a status of "Approved" in Procore are synced in a posted state in Vista. We sync them in this state to allow you to immediately apply AR Cash Receipts against these AR Invoices.

Visual Mapping​

Procore and Vista Visual Mapping

Procore and Vista Visual Mapping

Procore and Vista Visual Mapping

Procore and Vista Visual Mapping

Common Errors and FAQs​

How is the Batch Month Determined When Syncing AR Invoices?​

When syncing AR Invoices to Vista, we use the latest open AR Batch month. This is the month after the last closed month in GL Company Parameters.

Using the Accounts Receivable Last Month Closed from the below screenshot as an example, if an AR Invoice was synced to Vista on 2/5/2022, the Batch Month would be set as "1/22" because this is the month after the last month closed for Accounts Receivable (i.e. 12/21):

Vista BLIs