Project Setup for integration to Quickbooks Online using Procore Custom Field
OneCore now has a new feature that makes it easy for users to map projects automatically when they create them....
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How do I enter old commitment or head contract claims into Procore without them being created in QBO?
When a commitment or head contract claim is approved, the integration will automatically create an invoice in QBO. The development... -
How to map Procore Vendors to Odoo Vendors in OneCore?
1. From OneCore, go to Vendors > General Settings. 2. Select Refresh All Vendors and Contacts to ensure you have... -
How to map to an existing project in OneCore Odoo
1. To map to an existing project from OneCore, go to Projects > General Settings: 2. Click on Refresh Projects... -
How to map project-specific cost codes (Revenue and Expense) in OneCore Odoo
The following tutorial applies to Project Expense and Project Revenue Mapping. 1. From Odoo, go to Project Cost Codes >... -
How to create and pay a direct cost from a Odoo Bill
Requirements from OneCore Odoo: To create 1. From Odoo, open New > Bill. 2. Select a vendor, due date, and... -
How to consolidate the Retention Line Item in Commitment Claim?
Enabling this option will consolidate all retention into 2 line items: 1 for retention withheld and 1 for retention released.... -
Using Odoo Terms for Procore Claims
1. Within OneCore, Navigate to Invoices > General Settings. 2. Select which field to use from the Procore claim as... -
How do I enter old commitment or head contract claims into Procore without them being created in Odoo?
When a commitment or head contract claim is approved, the integration will automatically create an invoice in Odoo. However, when... -
OneCore: Odoo 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: Odoo Online Feature Guide ( Part 2 )
Vendors: Vendors has three options: General Settings, Vendor Mapping and Inactive Vendors & Contacts. General Settings General Settings allows you... -
Interfy Onboarding Requirements for Odoo Customers
COST CODE & VENDOR MAPPING Once the pre-onboarding tasks have been completed, our support team will import data from both... -
How to map to a new cost type in OneCore Odoo?
1. Create the cost type in Procore and Odoo. 2. From OneCore, go to Cost Types > General Settings. 3.... -
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 Map To Tax Code in OneCore QBO – Excluding US Instances
Overview 1. To map to an existing Tax Code from OneCore, go to Tax > General Settings: 2. Click on... -
How to configure Retention Type in Line Item?
Overview This tutorial will guide you on how to set the retention type during creation, choosing either the Line Item... -
How to map to a Time Type in Payroll XERO?
1. From OneCore Portal, go to Settings. 2. Click Refresh All Data. 3. Navigate to Mappings > Time Type. 4.... -
How to map to an Employee in Payroll Plus for OneCore XERO
1. From OneCore Portal, go to Settings and click Refresh All Data. 2. Navigate to Mappings > Employee. Click on... -
How to add a new Overtime Profile in Payroll Plus XERO?
The overtime section enables users to manage overtime settings and rules. 1. From OneCore Portal, go to Settings and click... -
How to add a new Cost Profile in Payroll Plus XERO?
The Cost Profile section enables users to configure cost settings for each time type recorded in Procore 1. From OneCore... -
How to add a new Pay Template in Payroll Plus XERO?
Once the profiles are set, the next step is to create pay templates. Pay templates allow for configuration of pay... -
Interfy Pre-Onboarding Requirements for Procore to QBO OneCore 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 Tax Code in OneCore Sage Intacct
Overview 1. To map to an existing Tax Code from OneCore, go to Tax > General Settings: 2. Click on... -
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.... -
Setting up Sub Job Integration for Sage Intacct
If ‘Sub Jobs’ are used in a Procore project, you need to complete the mapping as described below every time... -
How to import Sage Vendor/Customer into Procore
As part of the demonstration, we will be exporting Sage Vendor to as an example. These following steps apply on... -
How to map project-specific cost codes (Revenue and Expense) in OneCore Sage Intacct
The following tutorial applies to Project Expense Mapping as well. 2. Select a project to view the mapping. If the... -
How to map to an existing project in OneCore Sage Intacct
1. To map to an existing project from OneCore, go to Projects > General Settings: 2. Click on Refresh Projects... -
How Can I View Failed Transactions?
You can view failed transactions from the OneCore Sage Dashboard. 2. Select the date range to filter by. Click on... -
Resolving Transaction Errors in Sage Intacct: A Guide to Troubleshooting and Replay
Overview You can replay transactions if any of the following has occurred: To fix the issue, you are normally required... -
Can a Procore direct cost be updated after it’s paid?
Yes, you can. Just re-apply in Sage Intacct. In Sage Intacct: -
How to create and pay a direct cost from a Sage Bill
Requirements from OneCore Sage Intacct: To create 2. The following fields need to be entered for the integration to work... -
How do I enter old commitment or head contract claims into Procore without them being created in Sage Intacct?
When a commitment or head contract claim is approved, the integration will automatically create an invoice in Sage Intacct. The... -
Raising zero-dollar claims in Sage Intacct
Raising a Procore claim where all line items have $0 for work completed this period: If a claim is for... -
Managing Deletion of Procore Commitment Claims
When managing your Procore commitment claims and associated Sage bills or purchasing transactions, it’s crucial to understand the impact of... -
Can a Procore Commitment Claim be updated?
In short, yes you can. Here’s how. Commitment Claim Method 1 – From Sage Intacct (Highly Recommended) In this demonstration,... -
Using Sage Payment Terms for Procore Claims
1. Within OneCore, Navigate to Invoices > General Settings. 2. Select which field to use from the Procore claim as... -
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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