We are excited to announce the release of AP Processing V4, packed with new features and improvements to enhance your experience. Key Features and Enhancements 1. Auto Publish Feature For Pending Claims When entering progress claim details, user will be presented with a “Auto Publish” checkbox. Enabling this checkbox will…
This dashboard features: This dashboard shows where the transactions originate. (i.e Procore or Odoo) You can search transactions on date range There is a detailed log of all the transactions passing through the integration listed underneath. The increased search capabilities allow you to filter on the various transaction fields: Received,…
An ERP sync banner will appear on the Procore project when it is apart of the integration, and a transaction such as a head contract claim, commitment claim, or direct cost has been created and synced with Odoo for that project. To activate the integration, please read the tutorial on…
1. Create the cost type in Procore and Odoo. 2. From OneCore, go to Cost Types > General Settings. 3. Click Refresh Cost Types. 4. Navigate to Cost Type Mapping. 5. Click on the pencil icon next to the cost type 6. Establish mapping by selecting the analytic account from…
COST CODE & VENDOR MAPPING Once the pre-onboarding tasks have been completed, our support team will import data from both Procore and Odoo into our integration platform (OneCore) where data can be mapped across both systems. A login to OneCore will be created and supplied to begin the onboarding activities….
Vendors: Vendors has three options: General Settings, Vendor Mapping and Inactive Vendors & Contacts. General Settings General Settings allows you to: Update the Procore Vendors, Odoo Vendors lists in OneCore. Basic configurations Refresh all Vendors and Contacts: Update the Procore Vendors and Odoo Vendors lists in OneCore. Disable Contact Sync: Enabling this…
Basics Top Header Bar: The top header bar shows the logged in user from the top-right corner. When clicking on the logged in user you have the option to Change Password or Logout: The menu button allows you to minimize and maximize the left-pane menu: Left Pane Menu: The left…
Within OneCore, Navigate to Invoices -> General Settings Select which field to use from the Procore claim as the the Odoo invoice’s or bill’s date. Select ‘Odoo Payment Terms’ in the drop down for ‘Invoice Due Date Type’. With this option selected, we will use the mapped Odoo contact’s payment…
In this demonstration, I would show an example on how to unsync payment in Procore Head Contract Claim. Steps 1. Navigate to the payment in Procore you would like to unsync, copy the link 2. Navigate to OneCore > Unsync > Claim Payment 3. Paste the link into the Payment…
To un-sync your claims in Procore (applicable to Commitment Claim and Head Contract Claim), you must ensure that there’s: If you have existing payment and would like to unsync them first, please read the tutorial here. In this demonstration, I would show an example on how to unsync claim in…