Setup 1. Request Interfy support to activate the module via https://onecore.interfy.com.au/Support 2. Give Interfy support user the payroll admin access. 3. Update the Payroll settings in Xero to include the “Project” (or Job) tracking category as the “Timesheet Category” Once the module has been activated by support, “Timesheet – Job…
If you need a MYOB transaction retriggered you just need to make a small modification to it. For Invoices and Bills: Select relevant line item and modify its mapped job code. Hit OK. Reselect this modified line item. Hit OK. This should retrigger the synchronization of the transaction to be…
If you don’t want a MYOB direct cost to be created in Procore because it’s for something like an in-house expense, don’t add a job in the line item. The integration won’t be able to create it in Procore.
Previous MYOB transactions won’t be pushed across to Procore direct costs, unless an update is made to the invoice from MYOB i.e. adding in the job, which will trigger the integration.
No, the corresponding MYOB invoice will not be deleted from MYOB, as this is not how the integration works. You will need to delete the MYOB invoice as well.
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 MYOB and will…
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…
1. To map to an existing project from OneCore, go to Projects/Jobs>General Settings: 2. Click on Refresh Projects to refresh the projects list. 3. Go to Projects>Project Mapping. 4. Click on the pencil icon next to the project you want to map. 5. Select the MYOB…
Create a new user in your Procore instance with the email address: support@interfy.com.au Allow this user ‘administrator’ access at the company level, using the below screenshot as a guide. This will allow us to create the necessary service account with permissions and also assist us when we troubleshoot and provide…
PROCORE SYSTEM PERMISSIONS Create a new user in your Procore instance with the email address: support@interfy.com.au Allow this user ‘administrator’ access at the company level, using the below screenshot as a guide. This will allow us to create the necessary service account with permissions and also assist us when we…