- From Procore, select the project from the drop-down menu.
2. From Available Project Tools select Commitments.
3. Click on View to open a purchase order or subcontract.
4. Click on Create Commitment Progress Claim.
5. Enter the commitment progress claim # (invoice number) and click on Save.
6. Click on Edit.
7. Enter a claim amount under ‘this period’ and click on Save.
8. Change the status to Approved and click on update.
9. From MYOB, go to the purchases register to search for the service bill.
10. Open the bill and click on Payment to pay the bill.
11. Click on Record to pay the bill.
The MYOB sync from MYOB to Procore is scheduled, but you can push through the payment by clicking on the MYOB Sync button from the OneCore MYOB dashboard:
The payment will appear under payments issued for the claim in Procore.
