How Do I Activate Expense & Journal Entry in OneCore Sage?
2. From ‘enable transaction types’ tick the transaction type you want to enable Click Save Transaction Types once done. Note:...
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Common user queries.
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How To Map Tax Code in OneCore Sage Intacct
Overview 1. To map to an existing Tax Code from OneCore, go to Tax > General Settings: 2. Click on... -
Project Setup for integration to Sage Intacct
OneCore now has a new feature that makes it easy for users to map projects automatically when they create them.... -
How to re-use Standard Cost Code in Procore Subjob?
Overview Ideally, we would like to keep the standard cost code across different projects and sub-jobs to make sure consistent... -
Commitment and Head Contract Destination in OneCore Sage
In Sage Intacct, if Purchasing/Order Entry Transactions are enabled and configured, you need also select the Destination of where the... -
How to import Sage Vendor/Customer into Procore
As part of the demonstration, we will be exporting Sage Vendor to as an example. These following steps apply on... -
How to map project-specific cost codes (Revenue and Expense) in OneCore Sage Intacct
The following tutorial applies to Project Expense Mapping as well. 2. Select a project to view the mapping. If the... -
How Can I View Failed Transactions?
You can view failed transactions from the OneCore Sage Dashboard. 2. Select the date range to filter by. Click on... -
Resolving Transaction Errors in Sage Intacct: A Guide to Troubleshooting and Replay
Overview You can replay transactions if any of the following has occurred: To fix the issue, you are normally required... -
How to Activate Reverse Direct Cost (Procore -> Sage Intacct)
1. Go to Projects > Project Mapping 2. Select the Pencil Icon on any Project you would like to activate... -
Can a Procore direct cost be updated after it’s paid?
Yes, you can. Just re-apply in Sage Intacct. In Sage Intacct: -
How do I enter old commitment or head contract claims into Procore without them being created in Sage Intacct?
When a commitment or head contract claim is approved, the integration will automatically create an invoice in Sage Intacct. The... -
Managing Deletion of Procore Commitment Claims
When managing your Procore commitment claims and associated Sage bills or purchasing transactions, it’s crucial to understand the impact of... -
Can a Procore Commitment Claim be updated?
In short, yes you can. Here’s how. Commitment Claim Method 1 – From Sage Intacct (Highly Recommended) In this demonstration,... -
Using Sage Payment Terms for Procore Claims
1. Within OneCore, Navigate to Invoices > General Settings. 2. Select which field to use from the Procore claim as... -
Interfy Pre-Onboarding Requirements for Procore to Sage Intacct OneCore Customers
SAGE INTACCT ONBOARDING TASKS Step 1: Add OneCore as Web Services User Step 2: Create an Intacct developer account and... -
How to create an Intacct developer account and applications
Overview Application Name: OneCore Sage Intacct APP Terms and conditions URL: https://interfy.com.au/privacy-policy/ Homepage: https://interfy.com.au/ Contact email address: fill as needed...
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