Commitment Workflow (Procore to Xero)
When you receive an invoice that relates to a commitment in Procore (PO/SC), you will need to create a commitment progress claim in Procore. Follow the following workflow to create a commitment progress claim. Once the status reaches approved/ approved as noted , the integration will send it to Xero as a bill in draft/waiting approval.
Direct Cost Workflow (Xero to Procore)
When you receive a bill for a project that doesn’t relate to a commitment (committed costs), it is classed a a direct cost to the project. Follow the below workflow which begins in Xero and integration will pick those costs to the project in Procore and will appear on the budget as Direct Cost regardless of whether it has been paid or not.
