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...
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...
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...
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...
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...
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...
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...
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...
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...
How to map Procore Vendors to Xero Contacts; vice versa 1. From Onecore, go to Vendors>Vendor Mapping. 2. Select Refresh Vendors and Contacts to ensure you have an up-to-date list...
Interfy Pre-Onboarding Requirements for Xero 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 to an existing project in OneCore MYOB 1. To map to an existing project from OneCore, go to Projects/Jobs>General Settings: 2. Click on Refresh Projects to refresh...
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...
Time Sheeting & Labour Job Costing Setup for XERO 1. Request Interfy support to activate the module via https://onecore.interfy.com.au/Support 2. Give Interfy support user the payroll admin access. 3....
[No Longer Required] – CIS Workaround for UK Customers Overview When the Construction Industry Standard (CIS) plugin is activated. The CIS accounts (labour/materials) that Xero creates are system accounts....
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...
My claim hasn’t come across with a value in Xero/MYOB? If your claim (head contract or commitment) hasn’t come across to Xero/MYOB with a value, it may be that the...
How the Xero bill # is derived? Follow the followings steps in Onecore:1. Go to Invoices> Commitment Settings from the left menu 2. On commitment settings page:2.1...
When 2nd Xero tracking category is not available to map with Procore cost type? Overview: Xero has two tracking categories available for use. Some customers have existing Xero files in which they have been...
How to configure Many to One Cost Code Mapping in XERO? Overview Ideally, for every single Procore cost code there will be one Xero general ledger account enabling a one to...