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...
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...
Creating and paying a head contract progress claim in Xero 1. From Procore, select the project from the drop-down menu. 2. From Available Project Tools select Head Contract. 3. Click...
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 to map to an existing project in OneCore Xero 1. To map to an existing project from OneCore, go to Projects>General Settings: 2. Click on Refresh Projects to refresh...
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 to map to a new cost type in OneCore Xero 1. Create the cost type in Procore and Xero. 2. From OneCore, go to Cost Types>General Settings. 3. Click Refresh...
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...
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...
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 Xero Customers COST CODE & VENDOR MAPPING Once the pre-onboarding tasks have been completed, our support team will import data from both...
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.
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...
OneCore Xero Feature Guide Basics Top Header Bar: The top header bar shows the logged in user from the top-right corner. When clicking on...
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...
Guide: Marked up line items for a head contract If a Procore head contract contains a marked up line item i.e builder’s margin, it needs to have default revenue...
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...
OneCore MYOB Feature Guide BASICS Top Header Bar: The top header bar shows the logged in user from the top-right corner. When clicking on...
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,...
Setting up sub job integration If ‘Sub Jobs’ are used in a Procore project, you need to complete the mapping as described below every time...
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...
Creating and paying a direct cost in Procore from MYOB Create a new service bill from the purchases register. 2. Enter the supplier, date, supplier invoice number, description, account number,...
Creating and paying a commitment claim in Procore from MYOB From Procore, select the project from the drop-down menu. 2. From Available Project Tools select Commitments. 3. Click on View...
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...
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...
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...
Creating and paying a Procore head contract progress claim in MYOB From Procore, select the project from the drop-down menu. 2. From Available Project Tools select Head Contract. 3. Click on...
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...
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...
How to re-map an expense cost code mapping in OneCore Xero Login to OneCore and go to Standard Cost Codes>Expense Mapping. 2. Select the Mapped Standard Cost Codes tab. 3. Search...
Time Sheeting & Labour Job Costing MYOB – OVERVIEW Broken into 2 components Timesheet entry from Procore to MYOB Direct cost to project Works with: Resource Management Timesheets Timecard...
Protected: OneCore Time Sheeting & Job Costing XERO Feature Guide There is no excerpt because this is a protected post.
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...