{"id":1798,"date":"2020-11-28T16:53:15","date_gmt":"2020-11-28T06:23:15","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=1798"},"modified":"2020-11-28T17:04:39","modified_gmt":"2020-11-28T06:34:39","slug":"procore-expense-workflows-for-myob","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/procore-expense-workflows-for-myob\/","title":{"rendered":"Procore Expense Workflows for MYOB"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">Commitment Workflow (Procore to MYOB)<\/h3>\n\n\n\n<p>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 MYOB as a purchase with open status.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"588\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/commitment-workflow-1-1024x588.jpg\" alt=\"\" class=\"wp-image-1806\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/commitment-workflow-1-1024x588.jpg 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/commitment-workflow-1-300x172.jpg 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/commitment-workflow-1-768x441.jpg 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/commitment-workflow-1-50x29.jpg 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/commitment-workflow-1-60x34.jpg 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/commitment-workflow-1-100x57.jpg 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/commitment-workflow-1.jpg 1281w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Direct Cost Workflow (MYOB to Procore)<\/h3>\n\n\n\n<p>When you receive a bill for a project that doesn&#8217;t relate to a commitment (committed costs), it is classed a a direct cost to the project. Follow the below workflow which begins in MYOB 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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"441\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/drect-cost-workflow-2-1024x441.jpg\" alt=\"\" class=\"wp-image-1807\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/drect-cost-workflow-2-1024x441.jpg 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/drect-cost-workflow-2-300x129.jpg 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/drect-cost-workflow-2-768x331.jpg 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/drect-cost-workflow-2-50x22.jpg 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/drect-cost-workflow-2-60x26.jpg 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/drect-cost-workflow-2-100x43.jpg 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/drect-cost-workflow-2.jpg 1246w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignright size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"863\" height=\"266\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/dr1.jpg\" alt=\"\" class=\"wp-image-1803\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/dr1.jpg 863w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/dr1-300x92.jpg 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/dr1-768x237.jpg 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/dr1-50x15.jpg 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/dr1-60x18.jpg 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/11\/dr1-100x31.jpg 100w\" sizes=\"auto, (max-width: 863px) 100vw, 863px\" \/><\/figure><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Commitment Workflow (Procore to MYOB) 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&#8230;<\/p>\n","protected":false},"author":7,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[40,3,37,2],"ht-kb-tag":[47,20],"class_list":["post-1798","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-transactions-commitment-claims-myob","ht_kb_category-faq-myob","ht_kb_category-transactions-head-contracts-myob","ht_kb_category-onboarding-myob","ht_kb_tag-check","ht_kb_tag-myob"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/1798","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\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=1798"}],"version-history":[{"count":4,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/1798\/revisions"}],"predecessor-version":[{"id":1809,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/1798\/revisions\/1809"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=1798"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=1798"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=1798"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}