When a direct cost has been paid in Xero, if a mistake is made, it cannot be modified in Procore as it is synced, as indicated by the green sync banner:
This can be achieved through Xero:
- Go to Accounting>Bank Accounts.
5. Click the bank account the payment was made from.
6. Open the payment claim.
7. From Options select Remove & Redo.
8. A message will appear saying the account transaction has been removed with the option to redo the payment.
The paid date will also disappear from the direct cost in Procore.
