Direct Costs are costs that are incurred on a project outside of Commitments (Purchase Orders/sub-contract work orders). These are typically small value items (eg. Bunnings). When Interfy introduced the OneCore Xero integration for Procore back in 2017, Direct Costs were designed to flow from Xero into Procore (ie. Xero Bill…
Overview AP Processing is the process in which invoices yet to be processed are reviewed. Typically invoices will arrive as PDF attachments in your accounts mailbox. These invoices can be forwarded (manually or automatically) to your unique AP Processing email address. Our AP Processing module is designed to give users…
Activation Email hello@interfy.com.au to request the OneCore Cost Plus module to be included in your subscription. Once activated, the “Cost Plus” menu item will appear in your OneCore navigation menu. Setup Refresh Procore Data Navigate to “General Settings” and press “Refresh all data from Procore”. This allows a OneCore to…
If you would like to track retention in your accounting system our integration accommodates this.Our integration diverts the retained amount to an account nominated by you on our platform. To track retention in the accounting system select Line Item Retention type Different G/L accounts for Head Contract and Commitment Retention…
This dashboard features: This dashboard shows where the transactions originate. (i.e Procore or Xero) 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,…
Activation Email hello@interfy.com.au to request the OneCore AP Processing module to be included in your subscription. Once activated, the “AP Processing” menu item will appear in your OneCore navigation menu. Setup Refresh Procore Data Navigate to “Settings -> General Settings” and press “Refresh all data from Procore”. This allows a…
Head Contract/Prime Contract (Procore to Xero) Note: Head Contract is used in this article, and is the same as Prime Contract When you wish to invoice your client , you will need to create a Head Contract Progress Claim in Procore. Follow your normal process to create a Head Contract…
Broken into 2 components Timesheet entry from Procore to MYOB Direct cost to project Works with: Resource Management Timesheets Timecard entry Site Diary Site Diary completion used as the ‘Approval’ to create Project Direct Costs Time in Procore x Rate in OneCore = Cost Employee rates for Procore time types…
Login to OneCore and go to Standard Cost Codes>Expense Mapping. 2. Select the Mapped Standard Cost Codes tab. 3. Search for the cost code in the list and click on trash icon to delete the mapping. Select yes to confirm. 4. Select the Unmapped Standard Cost Codes tab. 5. Search…
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 Xero and will…