How do I enter old commitment or head contract claims into Procore without them being created in Xero?

When a commitment or head contract claim is approved, the integration will automatically create an invoice in Xero. The development team can enter old claims for you, or you’ll need to temporarily un-map the project from OneCore:

1. Go to Projects>Project Mapping.

2. Find the project and click on the trash icon to delete the mapping.

3. Create and approve the commitment or head contract claim in Procore.

4. Go back to Project Mapping in OneCore and re-map the project by clicking on the pencil icon, and mapping it to the corresponding Xero tracking option.

Also ensure it is activated.

Updated on September 11, 2020

Related Articles