How to create and pay a direct cost from a Xero bill From Xero, open Business>Bills to pay. 2. Click on New Bill. 3. Select a vendor, due date, and enter a...
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 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 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...
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...
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...
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,...
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...
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...
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
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...