Guide: Marked up line items for a head contract

If a Procore head contract contains a marked up line item i.e builder’s margin, it needs to have default revenue account setup for the project, otherwise when a head contract claim is put through to Xero it will fail as the integration can’t recognize it.

  1. Login to OneCore.
  2. Go to Project Cost Codes>Revenue Mapping.

3. Select the project from the drop-down menu.

4. Select the revenue account.

5. Click on Apply to Selected Project.

6. Repeat steps for other projects, as required.

Updated on September 11, 2020

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