Requirements from OneCore Sage Intacct: To create 2. The following fields need to be entered for the integration to work properly: 3. Click on Post once complete. 4. In OneCore Transaction Dashboard, the bill transaction should be shown. Click on the blue button to go to the created direct cost…
Yes, you can. Just re-apply in Sage Intacct. In Sage Intacct:
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.
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 Sage Transaction Dashboard. 2….
You can view failed transactions from the OneCore Sage Dashboard. 2. Select the date range to filter by. Click on Apply i.e. last month. 3. Scroll down to failed transactions. Click on the icon to view each type of failed transaction, or from the filter select the type. 4. Look…
Overview: OneCore will use Sage Cost Type to map with Procore project and the other for Procore cost type when Construction module is enabled in Sage Intacct. 1. Refresh Cost Types from Cost Type > General Settings 2. Go to Cost Type Mapping page 3. Click the Pen Icon in…
1. To map to an existing project from OneCore, go to Projects > General Settings: 2. Click on Refresh Projects for both Procore Projects and Sage Projects 3. Go to Projects > Project Mapping. 4. Navigate to the “Unmapped Projects” tab in the table. 5. Click on the pencil icon…
The following tutorial applies to Project Expense Mapping as well. 2. Select a project to view the mapping. If the project cost codes are created from the standard cost codes, they can be auto-mapped by selecting the project/s and clicking auto map from standard cost codes for selected or all…
As part of the demonstration, we will be exporting Sage Vendor to as an example. These following steps apply on Sage Customer. 3. Select the Unmapped Sage Vendors tab. 4. Click on the export button next to the Sage Vendor. 5. Click yes to export it to Procore. 6. The…
In Sage Intacct, if Purchasing/Order Entry Transactions are enabled and configured, you need also select the Destination of where the progress claims will be populated. Commitment Settings Head Contract Settings Note: These settings apply only to transactions originating from Procore. Any bills (invoices) or purchasing (order entry) transactions created directly…