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 Do I Activate Spend Money, Credit Notes & Manual Journals in OneCore? From OneCore menu, go to Direct Costs>General Settings. 2. From ‘enable transaction types’ tick the transaction type you want to...
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...
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...
How to do a payment reversal for a commitment progress claim in Xero ? When a commitment progress claim has been paid in Xero, if a mistake is made, it cannot be modified in...
How to do a payment reversal for a direct cost or claim in Xero ? When a direct cost has been paid in Xero, if a mistake is made, it cannot be modified in Procore...
How to detect duplicate invoice numbers in Xero ? If more than one commitment progress claim is created with the same invoice number, Xero will allow the invoice to...
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 Xero 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.
If I update an approved Xero bill for a direct cost or commitment claim, will that be updated in Procore? If you make changes to a Xero bill i.e. update cost type or cost code, the changes will only be...
How can I import Xero contacts into Procore? Login to OneCore. Go to Vendors>Vendor Mapping. 3. Select the Unmapped Xero Contacts tab. 4. Click on the export button...
What if I don’t want a Xero direct cost to be created in Procore? If you don’t want a Xero direct cost to be created in Procore because it’s for something like an in-house...
Partial payments from Xero to Procore and GST For a commitment or head contract claim, a partial payment from Xero will appear under payments issued for the claim,...
How to map cost codes to Xero accounts in OneCore Xero 1. From OneCore, go to Standard Cost Codes>General Settings. 2. Select Refresh Cost Codes and Accounts to ensure you have...
How do I enter old commitment or head contract claims into Procore without them being created in Xero? When a commitment or head contract claim is approved, the integration will automatically create an invoice in Xero. The development...
Why hasn’t my old Xero invoices been created in Procore before the integration? Previous Xero transactions won’t be pushed across to Procore direct costs, unless an update is made to the invoice from...
How to map project specific cost codes in OneCore Xero From OneCore, go to Project Cost Codes>Expense Mapping. 2. Select the Mapped Cost Codes tab. 3. If the project cost...
My direct cost amount from Xero is showing in the wrong currency, how do I fix this? From Xero search for the supplier from contacts and check what the default currency is set to for them. Edit...
Recipient Created Tax Invoices (RCTI) in Xero A Recipient Created Tax Invoice (RCTI) cannot be created in Xero. A PDF can be generated from the Xero invoice,...
If I create claim in Procore, approve it, but then change my mind and delete it, will that also delete the Xero invoice? No, the corresponding Xero invoice will not be deleted from Xero, as this is not how the integration works. You...
Using Xero Payment Terms for Procore Claims Within OneCore, Navigate to Invoices -> General Settings. Select which field to use from the Procore claim as the the...
Why doesn’t the ERP sync banner appear on my Procore vendor? The ERP sync banner will only appear on a new Procore vendor or if was created from a new Xero...
When I create a claim in Procore, the Xero invoice generated has GST applied to the line item/s but I don’t want this applied. The integration does not apply GST. This is a default Xero setting. To change it you’ll need to search for...
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...
Distributing Costs to Projects for Staff on the payroll (ie. Salaried Staff) using the Manual Journal Direct Cost Tool in Xero If you would like to send costs to projects for salaried staff you can use the OneCore Manual Journal Direct...
Procore Expense Workflows for Xero Commitment Workflow (Procore to Xero) When you receive an invoice that relates to a commitment in Procore (PO/SC), you will...
How to map Procore Vendors to Xero 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...
Interfy Pre-Onboarding Requirements for Xero Customers PROCORE SYSTEM PERMISSIONS Create a new user in your Procore instance with the email address: support@interfy.com.au Allow this user ‘administrator’...
How to map project specific cost codes in OneCore Xero From OneCore, go to Project Cost Codes>Expense Mapping. 2. Select the Mapped Cost Codes tab. 3. If the project cost...
Time Sheeting & Labour Job Costing Setup for XERO 1. Request Interfy support to activate the module via https://onecore.interfy.com.au/Support 2. Give Interfy support user the payroll admin access. 3....
[No Longer Required] – CIS Workaround for UK Customers Overview When the Construction Industry Standard (CIS) plugin is activated. The CIS accounts (labour/materials) that Xero creates are system accounts....
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...
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...
How the Xero bill # is derived? Follow the followings steps in Onecore:1. Go to Invoices> Commitment Settings from the left menu 2. On commitment settings page:2.1...
When 2nd Xero tracking category is not available to map with Procore cost type? Overview: Xero has two tracking categories available for use. Some customers have existing Xero files in which they have been...
How to configure Many to One Cost Code Mapping in XERO? Overview Ideally, for every single Procore cost code there will be one Xero general ledger account enabling a one to...
How to configure Default Cost type in Xero? Overview If you are unable to provide a tracking category to be used for cost type, onecore allows you 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...
Procore Expense Workflows for Xero (CIS UK) Note: “This article is no longer relevant, please contact support for advice on CIS handling” Commitment Workflow Direct Cost Workflow
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,...
Reverse Direct Cost Workflow – Procore to Xero Direct Costs are costs that are incurred on a project outside of Commitments (Purchase Orders/sub-contract work orders). These are typically...
How Do I Activate Expense, Credit Memo & Journal Entry in OneCore? From OneCore menu, go to Direct Costs > Transaction Types. 2. From ‘enable transaction types’ tick the transaction type you...