Creating and paying a commitment progress claim in Xero
From Procore, select the project from the drop-down menu. 2. From Available Project Tools select Commitments. 3. Click on...
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Commitment Claims
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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... -
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... -
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... -
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 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... -
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... -
Raising zero dollar claims in Xero
Raising a Procore claim where all line items have $0 for work completed this period: If a claim is for... -
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... -
[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.... -
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... -
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
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