1. From Onecore, go to Vendors>Vendor Mapping. 2. Select Refresh Vendors and Contacts to ensure you have an up-to-date list of vendors and contacts. 3. To map Procore Vendors, go to Vendor Mapping. 4. You will see three tabs – Mapped Vendors, Unmapped Procore Vendors and Unmapped Xero Contacts. Select…
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 will see two tabs – Mapped Standard Cost Codes…
Commitment Workflow (Procore to Xero) When you receive an invoice that relates to a commitment in Procore (PO/SC), you will need to create a commitment progress claim in Procore. Follow the following workflow to create a commitment progress claim. Once the status reaches approved/ approved as noted , the integration…
If you would like to send costs to projects for salaried staff you can use the OneCore Manual Journal Direct Cost tool. Below is an example of a manual journal used to allocate costs to projects. Provided the Account, Project and Cost Type you have selected are mapped (and Manual…
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