Overview
The Disable Sync Banner Settings allows users to control whether OneCore displays sync banners and locks direct cost transaction types when data is synced between Procore and MYOB vice versa.
⚠️ Use With Caution The recommended and default setting is to have sync banners enabled (checkboxes unchecked). Disabling sync banners may result in discrepancies between balances in Procore and MYOB, since the banners are one of the ways users are alerted to sync issues that need attention.
Transaction Types Covered
The following transaction types can each be individually toggled:
- Direct Cost – Direct Cost created from a MYOB Bill
- Manual Journal – Direct Cost created from a MYOB Manual Journal
- Spend Money – Direct Cost created from a MYOB Spend Money
- Procore Direct Cost – Direct Cost entered in Procore
How to Update the Settings
Navigate to Direct Cost>General Settings
Navigate to the Disabled Sync Banner Settings Section
Check the box next to any transaction type for which you want to disable sync banners.
Leave unchecked any transaction type for which you want to keep sync banners active (recommended).
Click Save Sync Banner Settings in the bottom-right corner to apply your changes.
Note:
Checked No sync banners will be appled to Procore direct costs.
Unchecked Sync banners will be applied when direct costs are created in Procore.
For Procore direct costs, the sync banner will be applied when a payment is made in MYOB on the linked bill.
NOTE: the recommended and default setting is to enable sync banners as this keeps both systems aligned.