• Private article

    • January 7, 2026
    • Duc L

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  • How to create an Intacct developer account and applications

    • Duc L

    Overview Application Name: OneCore Sage Intacct APP Terms and conditions URL: https://interfy.com.au/privacy-policy/ Homepage: https://interfy.com.au/ Contact email address: fill as needed Description: fill as needed Redirect URIs: https://onecore-intacct.interfy.com.au/UserSettings/SageOAuth Intacct Web Services License Password: enter the password Client Scope: Production

  • OneCore: Sage Intacct Feature Guide (Part 2)

    • December 4, 2025
    • Duc L

    Vendors: Vendors has three options: General Settings, Vendor Mapping, Customer Mapping and Inactive Vendors & Contacts. General Settings General Settings allows you to: Sage Vendor Mapping NOTE: One Procore vendor only can be mapped to either Sage Vendor or Sage Customer. Vendor mapping allows you to: Sage Customer Mapping (HCC)…

  • OneCore: Sage Intacct Feature Guide (Part 1)

    • Duc L

    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…

  • Interfy Pre-Onboarding Requirements for Procore to Sage Intacct OneCore Customers

    • Duc L

    SAGE INTACCT ONBOARDING TASKS Step 1: Add OneCore as Web Services User Step 2: Create an Intacct developer account and applications Application Name: OneCore Sage Intacct APP Terms and conditions URL: https://interfy.com.au/privacy-policy/ Homepage: https://interfy.com.au/ Contact email address: fill as needed Description: fill as needed Redirect URIs: https://onecore-intacct.interfy.com.au/UserSettings/SageOAuth Intacct Web Services…

  • Using Sage Payment Terms for Procore Claims

    • December 3, 2025
    • Duc L

    1. Within OneCore, Navigate to Invoices > General Settings. 2. Select which field to use from the Procore claim as the Sage invoice’s or bill’s date. 3. Select ‘Sage Payment Terms‘ in the drop-down for ‘Invoice Due Date Type‘. 4. With this option selected, we will use the mapped Sage…

  • Can a Procore Commitment Claim be updated?

    • Duc L

    In short, yes you can. Here’s how. Commitment Claim Method 1 – From Sage Intacct (Highly Recommended) In this demonstration, I will be showing you the recommended method to update your Sage Purchasing Invoice. This is my Sage Purchasing Invoice from the Procore Commitment Claim that is generated by OneCore….

  • Managing Deletion of Procore Commitment Claims

    • Duc L

    When managing your Procore commitment claims and associated Sage bills or purchasing transactions, 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…

  • Raising zero-dollar claims in Sage Intacct

    • Duc L

    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 Sage and will…

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