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…
The Allowance Profile section enables users to configure allowances based on specific rules and rates. 1. From OneCore Portal, go to Settings and click Refresh All Data. 2. Navigate to Profiles > Allowance and click on the + icon in the Allowance Profiles table 3. Create a profile by inserting…
Overview In some cases, you may have more cost codes in Procore than project-related MYOB accounts. When this occurs, you can use multi mapping, which allows multiple Procore cost codes to be mapped to a single account. If you would like to enable multi mapping, please contact support and we will…
Overview In some cases, you may have more cost codes in Procore than project-related general ledger accounts in Xero. When this occurs, you can use multi mapping, which allows multiple Procore cost codes to be mapped to a single account. If you would like to enable multi mapping, please contact…
Overview The integration supports pre-filling the Comment field on MYOB bills and invoices generated from Procore claims. This feature is available for: Note: Once enabled, the selected comment option will be applied to all new invoices or bills that will be synced through the integration for the corresponding claim type….
Key Features and Enhancements 1. Default Direct Cost Line Item Cost Code and cost Type for each Vendor – a default cost code and cost type can be set for vendors when processing invoices as direct costs. 2. Single line direct cost creation (Requires OCR scanning enabled) – When enabled,…
Following Functionality has been changed/ added in this release: Default or customised comment when invoices are synced to MYOB – Allows customising the comment field on synced MYOB invoices. Example Below: Head/Prime Contract Settings: Commitment Settings: Default Cost Types – a cost type can now be set for each mapped…
Users can upload invoices to AP Processing using a mobile phone or tablet (iOS or Android) through supported mobile browsers such as Google Chrome, Microsoft Edge, or Safari. This guide explains how to directly access the upload page in OneCore and submit invoices using a mobile device. Supported Mobile Browsers…
Please contact support to enable the Advanced Tools Option which opens up additional options to allow users to unsync or resync individual Procore transactions. Supported Procore Records Caution: Unsyncing a Procore record will allow it to be modified or deleted and may result in discrepancies between balances for Procore and…