If more than one commitment progress claim is created with the same invoice number, Xero will allow the invoice to be created but will come up with a warning banner: Similarly, if a new Xero bill is created using the same invoice number, it will also come up with this…
When a direct cost has been paid in Xero, if a mistake is made, it cannot be modified in Procore as it is synced, as indicated by the green sync banner: This can be achieved through Xero: Go to Accounting>Bank Accounts. 5. Click the bank account the payment was made…
When a commitment progress claim has been paid in Xero, if a mistake is made, it cannot be modified in Procore as it is synced, as indicated by the green sync banner: This can be achieved through Xero: Go to Accounting>Bank Accounts. 2. Click the bank account…
An ERP sync banner will appear on the Procore project when it is apart of the integration, and a transaction such as a head contract claim, commitment claim, or direct cost has been created and synced with Xero, MYOB or QBO for that project.
Projects in Procore that utilise sub jobs can be integrated to MYOB. Mapped sub jobs in OneCore will automate the creation of purchase bills and sales invoices from commitment claims and head contract claims respectively. Conversely, purchase bills created in MYOB will flow through to Procore as a direct cost.
You can view failed transactions from the OneCore 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. OR 4. Look…
1. Create the cost type in Procore and Xero. Procore: Xero: 2. From OneCore, go to Cost Types>General Settings. 3. Click Refresh Cost Types. 4. Go to Cost Type Mapping and search for the cost type. 5. Click on the pencil icon next to the cost type to…
From Xero, open Business>Bills to pay. 2. Click on New Bill. 3. Select a vendor, due date, and enter a reference number. 4. Enter the description, quantity, unit price, cost code account, project and cost type. 5. Click on Approve once complete. 6. To view the integrated direct cost Procore,…
1. To map to an existing project from OneCore, go to Projects>General Settings: 2. Click on Refresh Procore Projects to refresh the projects list. 3. Go to Projects>Project Mapping. 4. Click on the Unmapped Projects tab. 5. Click on the pencil icon next to the project you want to map….
From OneCore menu, go to Direct Costs>General Settings. 2. From ‘enable transaction types’ tick the transaction type you want to enable Click Save Transaction Types once done. 3. Once the transaction type is enabled, transactions will be scheduled to pull every 3 hours. Or you can click on the ‘sync’…