If ‘Sub Jobs’ are used in a Procore project, you need to complete the mapping as described below each 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 sub jobs level. Mapping Sub Job…
A Recipient Created Tax Invoice (RCTI) cannot be created in Xero. A PDF can be generated from the Xero invoice, as shown below, but it says “This is not a tax invoice.” As a workaround, please follow Xero’s recommendations here – https://central.xero.com/s/article/Enter-recipient-created-invoices-in-Xero
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, Change Company or Logout: The menu button allows you to minimize and maximize the left-pane menu: Left Pane…
From Xero search for the supplier from contacts and check what the default currency is set to for them. Edit it to the correct currency. Then update the Xero bill to push the correct amount across.
2. Select the relevant project from the Project drop-down menu and select the Mapped Cost Codes tab. 3. If the Procore project cost codes are created from the standard cost codes in Procore, they can be auto-mapped by selecting the project/s, and clicking auto map from standard cost codes for…
Previous Xero transactions won’t be pushed across to Procore direct costs, unless an update is made to the invoice from Xero i.e. adding in the project, which will trigger the integration.
When a commitment or head contract claim is approved, the integration will automatically create an invoice in Xero. 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 on the…
1. From OneCore, go to Standard Cost Codes>General Settings. 2. Select Refresh Cost Codes and Accounts to ensure you have an up to date list of cost codes and accounts. 3. For expense mapping, go to Expense Mapping. 4. You’ll see two tabs – Mapped Standard Cost Codes and Unmapped…
For a commitment or head contract claim, a partial payment from Xero will appear under payments issued for the claim, as well as any subsequent payments once fully paid: Procore is GST exempt, so with GST included in the Xero invoice amount, the integration will process this on the last…
If a Procore head contract contains a marked up line item i.e builder’s margin, it needs to have default revenue account setup for the project, otherwise when a head contract claim is put through to Xero it will fail as the integration can’t recognize it. 3. Select the project from…