Commitment Workflow (Procore to MYOB) When you receive an invoice that relates to a commitment in Procore (PO/SC), you will need to create a commitment progress claim in Procore. Follow the following workflow to create a commitment progress claim. Once the status reaches approved/ approved as noted , the integration…
Overview: Xero has two tracking categories available for use. Some customers have existing Xero files in which they have been utilising both tracking categories. Ideally, OneCore will use both tracking categories: one to map with Procore project and the other for Procore cost type. There are two options to achieve…
Follow the followings steps in Onecore:1. Go to Invoices> Commitment Settings from the left menu 2. On commitment settings page:2.1 If you do not check the prefix commitment number, it will appear as justthe bill reference number entered at the time of commitment claim creation.2.2 If you would like to…
If your claim (head contract or commitment) hasn’t come across to Xero/MYOB with a value, it may be that the amount was entered in the wrong column while creating the claim in Procore.You will need to make sure that you have entered the amount in Column E (Work Completed –…
1. Request Interfy support to activate the module via support email support@interfy.com.au 2. Once the module has been activated by support, “Timesheet – Job Costings” menu will appear. Select the “Employee Mapping” sub option. 3. Click on the blue pencil next to the desired employee’s name. 4. Once the module…
Yes, you can update this in both Xero and MYOB. You need to remove the payment, edit the transaction and reapply the payment. In Xero: Go into the payment transaction, Select remove and redo from the options menu on the right side From the bill options, click edit to make…
Login to OneCore. Go to Vendors>Vendor Mapping. 3. Select the Unmapped MYOB Contacts tab. 4. Click on the export button next to the MYOB contact. 5. Click yes to export it to Procore. 6. The unmapped MYOB contact will now appear under the mapped vendors tab, as well as in…
From OneCore, go to Project Cost Codes>Expense Mapping. 2. Select the Mapped Cost Codes tab. 3. If the project cost codes are created from the standard cost codes, they can be auto-mapped by selecting the project/s, and clicking auto map from standard cost codes for selected or all projects. 4….
From OneCore, go to Project Cost Codes>Expense Mapping. 2. Select the Mapped Cost Codes tab. 3. If the project cost codes are created from the standard cost codes, they can be auto-mapped by selecting the project/s, and clicking auto map from standard cost codes for selected or all projects. 4….
1. From Onecore, go to Vendors>Vendor Mapping. 2. Select Refresh Vendors and Contacts to ensure you have an up-to-date list of vendors and contacts. 3. To map Procore Vendors, go to Vendor Mapping. 4. You will see three tabs – Mapped Vendors, Unmapped Procore Vendors and Unmapped MyOB Contacts. Select…