Onboarding

OneCore features & onboarding procedures.

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:...
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....
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 map Procore Cost Type in OneCore Sage Intacct?

Overview: OneCore will use Sage Cost Type to map with Procore project and the other for Procore cost type when...
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...
OneCore: Sage Intacct Feature Guide (Part 1)

Basics Top Header Bar: The top header bar shows the logged in user from the top-right corner. When clicking on...
OneCore: Sage Intacct Feature Guide (Part 2)

Vendors: Vendors has three options: General Settings, Vendor Mapping, Customer Mapping and Inactive Vendors & Contacts. General Settings General Settings...
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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