From Retention>General Settings in OneCore you can select either default or line item retention types for your expense and revenue retention: Default retention subtracts the retention amount from the invoice claim amount. For example, if the claim amount is $3,000 and the work retention amount is $150, this is how…
From Procore, select the project from the drop-down menu. 2. From Available Project Tools select Head Contract. 3. Click on View to open the head contract. 4. Click on Create Progress Claim. 5. Enter the billing date and click on Create to create the progress claim. 6. Select Detail then…
The integration does not apply GST. This is a default Xero setting. To change it you’ll need to search for the corresponding Xero account in chart of accounts and edit the GST settings applied: Click on save to save the changes.
If you create a new MYOB job this won’t be created in Procore with the integration. Only when a new Procore project is created it will create a corresponding MYOB job.
New vendors created in Procore can not be created as a MYOB contact as Procore can’t distinguish between a MYOB customer or supplier. Only if a new MYOB contact is created it will then be created in Procore as a vendor.
The ERP sync banner will only appear on a new Procore vendor or if was created from a new Xero contact. If the Procore vendor was mapped during the onboarding phase, the sync banner won’t appear, but it is still linked to the Xero contact.
Within OneCore, Navigate to Invoices -> General Settings. Select which field to use from the Procore claim as the the Xero invoice’s or bill’s date. Select ‘Xero Payment Terms’ in the drop down for ‘Invoice Due Date Type’. With this option selected, we will use the mapped Xero contact’s payment…
From Procore, select the project from the drop-down menu. 2. From Available Project Tools select Commitments. 3. Click on View to open a purchase order or subcontract. 4. Click on Create Commitment Progress Claim. 5. Enter the commitment progress claim # (invoice number) and click on Save. 6. Click on…
Create a new service bill from the purchases register. 2. Enter the supplier, date, supplier invoice number, description, account number, amount, and job number. 3. Ensure the correct job number is selected from the drop down list. 4. Remove the comment ‘Procore Commitment Claim – DO NOT DELETE’, as this…
No, the corresponding Xero invoice will not be deleted from Xero, as this is not how the integration works. You will need to delete the Xero invoice as well.