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...
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...
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...
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...
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...
If I create claim in Procore, approve it, but then change my mind and delete it, will that also delete the MYOB invoice? No, the corresponding MYOB invoice will not be deleted from MYOB, as this is not how the integration works. You...
Why haven’t my old MYOB invoices been created in Procore before the integration? Previous MYOB transactions won’t be pushed across to Procore direct costs, unless an update is made to the invoice from...
Using QBO Payment Terms for Procore Claims 1. Within OneCore, Navigate to Invoices > General Settings. 2. Select which field to use from the Procore claim as...
Partial payments from QuickBooks to Procore and GST In OneCore integration, bill payment follows a one-to-one mapping for commitment and head contract claims. In simpler terms, each bill...
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...
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...
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...
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...