In OneCore MYOB, budget codes can be mapped to their corresponding MYOB accounts to ensure accurate cost allocation and financial reporting.
The budget code structure may consist of a combination of cost codes, cost types, sub-jobs, and additional segments, depending on the configuration defined in the Budget Code Structure settings.
Navigate to OneCore > Template WBS Codes and click Refresh All WBS Codes and Accounts. This action updates and synchronizes the latest WBS codes and account information from Procore and MYOB, ensuring the integration reflects the most current data.
Project WBS Mapping
- Expense Mapping – Procore to MYOB and MYOB to Procore
- Revenue Mapping – Procore to MYOB
Expense Mapping (Procore to MYOB)
Navigate to Project WBS Codes>Expense Mapping>Procore to MYOB
Select the project and navigate to the Unmapped WBS Codes Tab
Click the blue pen icon to map selected Wbs code.
Select the corresponding MYOB account and save changes.
Expense Mapping (MYOB to Procore)
Navigate to Project WBS Codes>Expense Mapping>MYOB to Procore
Select the project and navigate to the Unmapped MYOB Accounts Tab
Select the MYOB account and click the blue pen icon to map.
Select the WBS Code and save changes.
Revenue Mapping
Navigate to Project WBS Codes>Revenue Mapping>Select Project>Unmapped WBS Codes.
Click the blue pen icon to map selected Wbs code.
Select the MYOB Revenue account and save changes.
Alternatively, a MYOB revenue account can be selected from the dropdown which can then be bulk mapped to the project revenue Wbs codes.
Template WBS Codes
With template WBS Codes, standard mappings can be applied to project level WBS mappings based on an existing project’s WBS Codes.
