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:...
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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 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... -
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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