Overview The Disable Sync Banner Settings allows users to control whether OneCore displays sync banners and locks direct cost transaction types when data is synced between Procore and MYOB vice versa. ⚠️ Use With Caution The recommended and default setting is to have sync banners enabled (checkboxes unchecked). Disabling sync…
Overview The Disable Sync Banner Settings allows users to control whether OneCore displays sync banners and locks direct cost transaction types when data is synced between Procore and Xero vice versa. ⚠️ Use With Caution The recommended and default setting is to have sync banners enabled (checkboxes unchecked). Disabling sync…
Once a project is created in Procore, a corresponding Xero Job Tracking Category option will be generated, automatically mapped, and activated. Updating the project number or name in Procore will not automatically update the existing Xero Job Tracking Category option. Manually renaming the tracking category in Xero will break the…
This article explains how Spend Money transactions entered in Xero can be synced to Procore as Direct Costs. Prerequisites Before syncing Spend Money transactions, ensure that: Create a Spend Money Transaction in Xero Log in to Xero.Navigate to Business > Bank Accounts.Select the relevant bank account.Click Spend Money.Complete the transaction…
In OneCore MYOB, budget codes can be mapped to their corresponding MYOB accounts to ensure accurate cost allocation and financial reporting. The budget code structure may consist of a combination of cost codes, cost types, sub-jobs, and additional segments, depending on the configuration defined in the Budget Code Structure settings….
Overview There may be situations where an entire pay run needs to be corrected, deleted, and reprocessed. This can occur due to: To ensure the pay run is recreated correctly, the existing pay run and associated records must be removed before rerunning the Payroll Plus Pay Run Wizard. Steps: 1….
Reference guide for troubleshooting common errors encountered when running the Payrun wizard. Payrun Wizard Errors Errors when completing the payrun wizard. 1. Unable to Overwrite Manual Timesheet Entries and Draft Payrun Cause: A staff member manually entered timesheet data either directly in Xero (browser) or via the Xero Me portal…
Overview OneCore includes a feature that allows Procore Project Budgets to sync with Sage Intacct Project Estimating. This functionality helps ensure that budget line items created and maintained in Procore are available within Sage Intacct Project Estimating. Prerequisites Before syncing budget data: When Budget Line Items are enabled, new budget…
This guide explains how to map Procore tax codes to MYOB within OneCore to ensure accurate tax handling when syncing financial data. Overview Tax mapping allows OneCore to correctly translate Procore tax codes into MYOB tax rates when exporting transactions. Supported transactions: Note: If tax mapping is not configured, OneCore…
This guide explains how to map Procore tax codes to Xero within OneCore to ensure accurate tax handling when syncing financial data. Overview Tax mapping allows OneCore to correctly translate Procore tax codes into Xero tax rates when exporting transactions. Supported transactions: Note: If tax mapping is not configured, OneCore…