Use the following steps if you rename the project in Procore: 1. Rename the projects in Procore. 2. Goto OneCore, Projects > general settings 3. Click Refresh projects on the right side. 4. Goto Projects >Project Mapping, click pencil icon and rename the tracking option. Then click save changes. This…
If you have more than one integration instances, to switch between them follow the following steps: Goto OneCore dashboard and on the top left near the logo, click to expand the company view drop down list 2. Select the appropriate instance you want to work with.
Note: “This article is no longer relevant, please contact support for advice on CIS handling” Commitment Workflow Direct Cost Workflow
This workflow runs after an individual submitted their worked time into Procore via timecard or timesheet. The site manager then closes the site diary for the day which then triggers the OneCore integration. The integration will then check the rates (generic or project specific) and accounting system timesheet generation settings….
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Overview Ideally, for every single Procore cost code there will be one MYOB general ledger account enabling a one to one mapping situation. This will increase the count of general ledger accounts in MYOB which some of organisations are reluctant to manage. So, a multi mapping can be enabled on…
Overview If you are unable to provide a tracking category to be used for cost type, onecore allows you to specify a default cost type. That will be used when creating a direct cost line items. Steps Contact Interfy Support (Support@interfy.com.au) to activate the default cost type. Navigate to Cost…
Overview Ideally, for every single Procore cost code there will be one Xero general ledger account enabling a one to one mapping situation. This will increase the count of general ledger accounts in Xero which some of organisations are reluctant to manage. So, a multi mapping can be enabled on…
Overview Currently, MYOB doesn’t have the cost tracking categories. So, in order to provide a better integration, Onecore allows you to manually select the default cost type during the setup phase. Steps Go to Projects/Jobs from the left menu on the dashboard. Select the Project Mapping. 3. Select the Default…