How Do I Change My OneCore Password? On the top right of the header bar click on the login name. Select Change Password. 3. Enter the current...
How Can I View Failed Transactions? You can view failed transactions from the OneCore dashboard. 2. Select the date range to filter by. Click on Apply...
Do sub jobs sync with the MYOB integration? Projects in Procore that utilise sub jobs can be integrated to MYOB. Mapped sub jobs in OneCore will automate the...
Why is there no ERP sync banner on my Procore project ? An ERP sync banner will appear on the Procore project when it is apart of the integration, and a transaction...
When a direct cost is created from MYOB am I able to approve it in Procore? Unfortunately direct costs come through as automatically approved, which is a limitation of Procore.
Can a Procore commitment or head contract claim be updated once approved? For Xero, a commitment or head contract claim can be updated up until it is approved in Xero and then...
Can a Procore direct cost be updated after it’s approved? For both Xero/MYOB, a direct cost can be updated after its approved. OneCore will update the new amount into Procore...
Interfy Onboarding Requirements for MYOB Customers COST CODE & VENDOR MAPPING Once the pre-onboarding tasks have been completed, our support team will import data from both...
What if I’ve forgotten my OneCore password? Contact Interfy Support at support@interfy.com.au or +61 08 7079 1055.
I’ve attached a supplier invoice to my commitment claim in Procore, but it’s not showing in MYOB MYOB doesn’t have the capability to accept attachments with the integration, so supplier invoices will not come through.
If I create a new vendor in Procore, will this be created as a contact in MYOB? New vendors created in Procore can not be created as a MYOB contact as Procore can’t distinguish between a MYOB...
If I create a new MYOB job, will this be created in Procore? If you create a new MYOB job this won’t be created in Procore with the integration. Only when a new...
What is the difference between default and line item retention in OneCore? From Retention>General Settings in OneCore you can select either default or line item retention types for your expense and revenue...
How to Map Cost Codes to MYOB Accounts in OneCore MYOB 1. From OneCore, go to Standard Cost Codes > General Settings. 2. Select Refresh Cost Codes and Accounts to...
Interfy Pre-Onboarding Requirements for MYOB Customers Create a new user in your Procore instance with the email address: support@interfy.com.au Allow this user ‘administrator’ access at the...
How to map Procore Vendors to MYOB Contacts; vice versa? 1. From Onecore, go to Vendors>Vendor Mapping. 2. Select Refresh Vendors and Contacts to ensure you have an up-to-date list...
How to map project specific cost codes in OneCore MYOB? From OneCore, go to Project Cost Codes>Expense Mapping. 2. Select the Mapped Cost Codes tab. 3. If the project cost...
How Can I Import MYOB Contacts into Procore? Login to OneCore. Go to Vendors>Vendor Mapping. 3. Select the Unmapped MYOB Contacts tab. 4. Click on the export button...
If I create claim in Procore, approve it, but then change my mind and delete it, will that also delete the MYOB invoice? No, the corresponding MYOB invoice will not be deleted from MYOB, as this is not how the integration works. You...
Why haven’t my old MYOB invoices been created in Procore before the integration? Previous MYOB transactions won’t be pushed across to Procore direct costs, unless an update is made to the invoice from...
What if I don’t want a MYOB direct cost to be created in Procore? If you don’t want a MYOB direct cost to be created in Procore because it’s for something like an in-house...
How to retrigger a MYOB transaction If you need a MYOB transaction retriggered you just need to make a small modification to it. For Invoices and...
Can a Procore direct cost be updated after it’s paid? Yes, you can update this in both Xero and MYOB. You need to remove the payment, edit the transaction and...
Time Sheeting & Labour Job Costing Setup for MYOB 1. Request Interfy support to activate the module via support email support@interfy.com.au 2. Once the module has been activated by...
My claim hasn’t come across with a value in Xero/MYOB? If your claim (head contract or commitment) hasn’t come across to Xero/MYOB with a value, it may be that the...
Procore Expense Workflows for MYOB Commitment Workflow (Procore to MYOB) When you receive an invoice that relates to a commitment in Procore (PO/SC), you will...
How to configure Default Cost type in MYOB? Overview Currently, MYOB doesn’t have the cost tracking categories. So, in order to provide a better integration, Onecore allows you...
How to configure Many to One Cost Code Mapping in MYOB? Overview Ideally, for every single Procore cost code there will be one MYOB general ledger account enabling a one to...
Labour Cost tracking Workflow for XERO/MYOB This workflow runs after an individual submitted their worked time into Procore via timecard or timesheet. The site manager then...
How Do I switch between different company instances in OneCore? If you have more than one integration instances, to switch between them follow the following steps: Goto OneCore dashboard and...
What do I do if I rename a project in Procore ? Follow the following steps if you rename the project in Procore: 1. Rename the projects in Procore. 2. Goto OneCore,...
Distributing Costs to Projects for Staff on the payroll (ie. Salaried Staff) using the Manual Journal Direct Cost Tool in MYOB If you would like to send costs to projects for salaried staff you can use the OneCore Manual Journal Direct...
Reverse Direct Cost Workflow – Procore to MYOB Direct Costs are costs that are incurred on a project outside of Commitments (Purchase Orders/sub-contract work orders). These are typically...
What’s changed in OneCore MYOB March 23 Following Functionality has been changed/ added in this release: Enabling this option will allow line item consolidations in the generated...