This article explains how to link a QuickBooks Online (QBO) Bill to a Procore Purchase Order (PO) or Subcontract using OneCore. Prerequisites Before proceeding, ensure that PO Bill Sync is enabled in OneCore and that your commitment accounting method and Cost Code Expense Mapping Type are correctly configured. Enable PO…
OneCore’s OCR (Optical Character Recognition) is used primarily in AP Processing to automatically read, extract, and validate data from invoices and supporting documents. The goal is to reduce manual data entry and speed up invoice processing. Setting: How to use If Automatic OCR is enabled, the invoice is processed immediately…
Within Procore, a Commitment/Head Contract can be created with a SOV containing line items without cost codes (unbudgeted line items).Select a default MYOB Account to be used in these scenarios. Global – this will apply to all projects Project specific – this will apply to the specific project which will…
Default Standard Cost Code Accounts – Within Procore, contract SOV line items can be created without cost codes (un-budgeted line items). To cater for this scenario, default Xero accounts can be set to prevent transaction failures. NOTE: If commitment or head contracts have Financial Mark-ups enabled, default Xero accounts MUST be set. Global – this will…
Multi-currency is currently released in BETA form for Procore as well as for OneCore MYOB. This module allows you to add new currencies which can be used on your projects. Enabling Multi-currency in Procore To enable Multi-currency in your Procore, you will need to reach out to Procore support to…
Overview Direct Costs are expenses incurred on a project that are outside of Commitments (such as Purchase Orders or Subcontract Work Orders). These are typically low-value purchases such as materials bought from suppliers like Bunnings. The workflow begins in Procore where the Direct Cost is created within a project. Once…
Overview Project Assignees are Procore users who have access to the Tasks tool at the project level in Procore. These users can receive task notifications generated from AP Processing in OneCore, such as during invoice or commitment claim processing. Enable the Tasks Tool in Procore To allow Project Assignees to…
Note: Applies only to AP Processing modules with the OCR add‑on enabled. The OCR Usage Report provides visibility into Optical Character Recognition (OCR) page usage within the Accounts Payable (AP) processing. It helps users monitor month-to-date OCR consumption and review detailed page counts for reporting and reconciliation. Navigation Dashboard The…
Note: This only works on accounts with the AP Processing is activated and has users that has “APP User” role. Project permissions decide who is allowed to see and process invoices for each project in OneCore. SetupIn OneCore, navigate to AP Processing > Settings > Project Permissions tab. Under Project…