Overview You can replay transactions if any of the following has occurred: To fix the issue, you are normally required to: This demonstration will assume that the transaction does not get through due to the vendor isn’t mapped as an example. Steps 1. Go to Onecore Odoo Transaction Dashboard. 2….
Overview This document guides users on selecting the correct value for Procore’s Direct Cost Received Date Field. The field captures the date associated with direct costs in Procore, and users have two options: 1. Direct Cost Date – QBO Bill Date 2. Direct Cost Processed Date – QBO Bill Processing…
When a commitment or head contract claim is approved, the integration will automatically create an invoice in QBO. The development team can enter old claims for you, or you’ll need to temporarily un-map the project from OneCore: 1. Go to Projects > Project Mapping. 2. Find the project and click…
OneCore now has a new feature that makes it easy for users to map projects automatically when they create them. Here’s how to do it: In OneCore, think of the main customer in QuickBooks Online (QBO) as a company in Procore. And, consider a sub-customer in QBO as a project…
Overview Enabling this option will consolidate all retention into 2 line items: 1 for retention withheld and 1 for retention released. Precondition Example This is an example of consolidation retention into 2 line items in QuickBooks Bill. My SOV in Procore Commitment Claim. Tutorial 1. In OneCore, Go to Invoices…
Raising a Procore claim where all line items have $0 for work completed this period: If a claim is for $0, where all line items do not have an amount entered in the “work completed this period” field, OneCore won’t have any line items to provide to QBO and will…
1. Go to Projects > Project Mapping 2. Select the Pencil Icon on any Project you would like to activate 3. Check “Enable Reverse Direct Cost” to activate. Click Save Changes.
When managing your Procore commitment claims and associated QuickBooks bills, it’s crucial to understand the impact of actions such as approval and deletion on both platforms. This guide will walk you through the process and ensure a clear understanding of the steps involved. In this demonstration, we will show you…
When managing your Procore head contract claims and associated QuickBooks invoices, it’s crucial to understand the impact of actions such as approval and deletion on both platforms. This guide will walk you through the process and ensure a clear understanding of the steps involved. In this demonstration, we will show…
If ‘Sub Jobs’ are used in a Procore project, you need to complete the mapping as described below every time a new project is created. Note: This is why we recommend the standard cost codes so that you can automate the cost mappings at the sub-jobs level. To re-use standard…