{"id":1339,"date":"2020-09-18T11:01:26","date_gmt":"2020-09-18T01:31:26","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&p=1339"},"modified":"2021-03-26T10:28:28","modified_gmt":"2021-03-25T23:58:28","slug":"cis-workaround-for-uk-customers","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/cis-workaround-for-uk-customers\/","title":{"rendered":"[No Longer Required] – CIS Workaround for UK Customers"},"content":{"rendered":"\n

Overview<\/h3>\n\n\n\n

When the Construction Industry Standard (CIS) plugin is activated. The CIS accounts (labour\/materials) that Xero creates are system accounts. There is a limitation set in place by Xero that does now allow invoices \/ bills to be created with line items containing system accounts. <\/p>\n\n\n\n

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Step by Step Instructions<\/h3>\n\n\n\n

1. In Xero create an “Procore CIS” variant of the desired Direct Cost (which will be mapped to a Procore cost code). In this example we are creating a variant for our Labour Expenses.<\/p>\n\n\n\n

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2. In OneCore, select Standard Cost Codes -> General Settings<\/p>\n\n\n\n

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3. Select the refresh button shown.<\/p>\n\n\n\n

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4. Now navigate to Standard Cost Codes-> Expense Mapping<\/p>\n\n\n\n

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5. Go to Standard Cost Codes -> Expense Mapping. Click on the unmapped standard cost codes. Manually map those to the correct Procore accounts.<\/p>\n\n\n\n

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6. This allows generation of bills into Xero. <\/p>\n\n\n\n

7. There is an additional step  to ensure the line items containing the account “CIS – Procore” are changed  to the Xero CIS system account at the time of approving the bill and delete the total cost from the top right.<\/p>\n\n\n\n

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Overview When the Construction Industry Standard (CIS) plugin is activated. The CIS accounts (labour\/materials) that Xero creates are system accounts. There is a limitation set in place by Xero that does now allow invoices \/ bills to be created with line items containing system accounts. Step by Step Instructions 1….<\/p>\n","protected":false},"author":8,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[39,31,38],"ht-kb-tag":[19],"class_list":["post-1339","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-transactions-commitment-claims-xero","ht_kb_category-faq-xero","ht_kb_category-transactions-head-contracts-xero","ht_kb_tag-xero"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/1339","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=1339"}],"version-history":[{"count":11,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/1339\/revisions"}],"predecessor-version":[{"id":2053,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/1339\/revisions\/2053"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=1339"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=1339"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=1339"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}