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…
This article outlines common issues that may occur when syncing transactions from Xero into Procore, including Bills, Credit Notes, Spend Money, and Manual Journals. Common Issues/Errors 1. Unmapped Project – Ensure the project is correctly mapped in OneCore so transactions can sync properly. In OneCore, navigate to Projects/Jobs>Project Mapping> and check…
This article outlines common issues that may occur when syncing transactions from Xero into Procore, including Bills, Credit Notes, Spend Money, and Manual Journals. Common Issues/Errors 1. Unmapped Project – Ensure the project is correctly mapped in OneCore so transactions can sync properly. In OneCore, navigate to Projects>Project Mapping> and check…
Following Functionality has been changed/ added in this release: ONECORE MULTI-CURRENCY (BETA) Allows handling of multi-currency when processing transactions AP PROCESSING COST PLUS PAYROLL PLUS
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The Allowance Profile section enables users to configure allowances based on specific rules and rates. 1. From OneCore Portal, go to Settings and click Refresh All Data. 2. Navigate to Profiles > Allowance and click on the + icon in the Allowance Profiles table 3. Create a profile by inserting…
The default APP mailbox created by the integration for your APP can be added to a more user-friendly mailing group. This mailing group will need to be created on your end but what it will do it give you an easier to remember mailbox you can send all of your…
AP Processing | OneCore Activation Email hello@interfy.com.au to request the OneCore AP Processing module to be included in your subscription. Once activated, the “AP Processing” menu item will appear in your OneCore navigation menu. Setup Refresh Procore Data Navigate to “Settings -> General Settings” and press “Refresh all data from…
Multi-currency is currently released in BETA form for Procore as well as for OneCore Xero. This module allows you to add new currencies which can be used on your projects. Enabling Multi-currency in ProcoreTo enable Multi-currency in your Procore, you will need to reach out to Procore support to enable…
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…