<\/p>\n\n\n\n
- \n
- Line Item Consolidation for Head Contracts<\/strong><\/li>\n<\/ul>\n\n\n\n
Enabling this option will allow line item consolidations in the generated MYOB invoice.<\/p>\n\n\n\n
Consolidated line item descriptions will have a description based on the number of grouped lines:<\/p>\n\n\n\n
- \n
- Item 1 – Total<\/li>\n\n\n\n
- Item 2 – Total<\/li>\n\n\n\n
- Retention<\/li>\n\n\n\n
- Retention Released<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/Picture1.png\")
<\/figure>\n\n\n\n- \n
- Line Item Consolidation for Retention (Head Contract Progress Claims and Commitment Progress Claims)<\/strong><\/li>\n<\/ul>\n\n\n\n
Consolidate Retention Line Items – Enabling this option will consolidate all retention into 2 line items:<\/p>\n\n\n\n
- \n
- Retention withheld<\/li>\n\n\n\n
- Retention released<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/Picture2.png\")
<\/figure>\n\n\n\n- \n
- TXN dashboard<\/strong><\/li>\n<\/ul>\n\n\n\n
This new dashboard features:<\/p>\n\n\n\n
- \n
- Additional transaction filter and search capabilities<\/li>\n\n\n\n
- Ability to replay transaction failures (max 5 attempts)<\/li>\n\n\n\n
- Ability to ignore\/activate individual transaction failures<\/li>\n\n\n\n
- Configure automatic ignore of specific transaction failures<\/li>\n<\/ul>\n\n\n\n
This new dashboard shows where the transactions originate ie Procore or MYOB.<\/p>\n\n\n\n
You can search transactions on date range<\/p>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/Picture3.png\")
<\/figure>\n\n\n\nThere is a detailed log of all the transactions passing through the integration listed underneath.<\/p>\n\n\n\n
The increased search capabilities allow you to filter on the various transaction fields: Received, Project, Event Type, Reference and Status.<\/p>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/01.png\")
<\/figure>\n\n\n\nIf a transaction does not push through, it will register as a failure with a blue arrow.<\/p>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/image.png\")
<\/figure>\n\n\n\nClick the blue arrow to isolate that particular failure.<\/p>\n\n\n\n
There will be a detailed reason why in the Status and Additional Info fields.<\/p>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/image-1.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/image-2.png\")
<\/figure>\n\n\n\nIn this example a commitment claim failed. and the reason was unmapped cost code \u201c03-000 General\u201d used on line item 1.<\/p>\n\n\n\n
To rectify you would<\/p>\n\n\n\n
- \n
- perform the one time cost code mapping (from unmapped cost code tab in revenue and expense mapping menus)\n
- \n
- come back to the transaction in the log and click the Green replay button.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/image-3.png\")
<\/figure>\n\n\n\nIf there is a transaction failure and you do not need to action it, you can click the ignore button to remove it from your active error list.<\/p>\n\n\n\n
If you see a failure and you do not understand the reason\/do not know how to rectify simply take a screenshot and email into support@interfy.com.au<\/a> and we will assist you.<\/p>\n\n\n\n
- \n
- Tax Mappings (Commitment Progress Claims and Reverse Direct Costs)<\/strong><\/li>\n<\/ul>\n\n\n\n
You can now use tax mapping to have MYOB line items reflect tax items set in Procore.<\/p>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/Picture5.png\")
<\/figure>\n\n\n\n- \n
- Auto-Mappings of Cost Codes & Apply all\/apply unmapped if multimapping enabled<\/strong><\/li>\n<\/ul>\n\n\n\n
*Standard Cost Code Mapping<\/p>\n\n\n\n
option to bulk map cost codes available now<\/p>\n\n\n\n
* Standard Cost Code Mapping<\/p>\n\n\n\n
- \n
- Expense Cost Codes<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/Picture6.png\")
<\/figure>\n\n\n\n- \n
- Revenue Cost Codes<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/Picture7.png\")
<\/figure>\n\n\n\n*Project Cost Codes Expense Mapping<\/p>\n\n\n\n
Option to bulk map expense cost codes available now<\/p>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/Picture8.png\")
<\/figure>\n\n\n\n*Project Cost Codes Revenue Mapping<\/p>\n\n\n\n
Option to bulk map revenue cost codes available now<\/p>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/Picture9.png\")
<\/figure>\n\n\n\n- \n
- Exporting of various tables to Excel file<\/strong><\/li>\n<\/ul>\n\n\n\n
You can now export your transaction dashboard log to Excel<\/p>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/Picture10.png\")
<\/figure>\n\n\n\n- \n
- Bulk export of Contacts\/Vendors<\/strong><\/li>\n<\/ul>\n\n\n\n
You can now export vendors into MYOB in bulk in addition to individually<\/p>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/Picture11.png\")
<\/figure>\n\n\n\nYou can now export MYOB customers bulk in addition to individually<\/p>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/Picture12.png\")
<\/figure>\n\n\n\n- \n
- Timesheet approval creating Direct Costs<\/strong><\/li>\n<\/ul>\n\n\n\n
If you use timecard and site diary you can now trigger the direct cost without having to close the site diary.<\/p>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/Picture13.png\")
<\/figure>\n\n\n\n- \n
- Cost Plus Module<\/strong><\/li>\n<\/ul>\n\n\n\n
Developed to Bridge the Cost Plus Gap for customers with Cost Plus projects<\/strong><\/p>\n\n\n\n
- \n
- Adds on to your existing OneCore MYOB integration<\/li>\n\n\n\n
- Speeds up cost plus claims by helping you quickly identify and batch expenses onto cost plus claims<\/li>\n\n\n\n
- Removes human error by helping you easily keep track of which expenses have or have not already been claimed<\/li>\n\n\n\n
- Simple Wizard process in OneCore<\/li>\n\n\n\n
- Pushes a draft head contract claim into Procore<\/li>\n\n\n\n
- The usual integration takes over once the claim is approved<\/li>\n\n\n\n
- Detailed breakdown reports produced<\/li>\n<\/ul>\n\n\n\n
Here\u2019s a link to a demo video Cost Plus Demo and setup (12 Mins)<\/a>, as well as a link to our help site setup article Cost Plus | OneCore \u2013 Interfy Help<\/a><\/p>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/Picture14.png\")
<\/figure>\n\n\n\n- \n
- If you use the timesheet tool you will notice there is now a Cost Plus rate – this is for Cost Plus module users<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/image-4.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/03\/image-5.png\")
<\/figure>\n\n\n\n- \n
- If you would like further information\/pricing on this Cost Plus Add On, or to book a live demo on this new tool, please email hello@interfy.com.au<\/li>\n\n\n\n
- Customer Feedback<\/strong><\/li>\n\n\n\n
- If you have any feature suggestions, requests or feedback please email us at support@interfy.com.au<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Following Functionality has been changed\/ added in this release: Enabling this option will allow line item consolidations in the generated MYOB invoice. Consolidated line item descriptions will have a description based on the number of grouped lines: Consolidate Retention Line Items – Enabling this option will consolidate all retention into…<\/p>\n","protected":false},"author":7,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[40,42,3],"ht-kb-tag":[47,20],"class_list":["post-2100","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-transactions-commitment-claims-myob","ht_kb_category-transactions-direct-costs-myob","ht_kb_category-faq-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\/2100","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=2100"}],"version-history":[{"count":4,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2100\/revisions"}],"predecessor-version":[{"id":2257,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2100\/revisions\/2257"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=2100"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=2100"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=2100"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- If you have any feature suggestions, requests or feedback please email us at support@interfy.com.au<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
- If you use the timesheet tool you will notice there is now a Cost Plus rate – this is for Cost Plus module users<\/li>\n<\/ul>\n\n\n\n
- Cost Plus Module<\/strong><\/li>\n<\/ul>\n\n\n\n
- Timesheet approval creating Direct Costs<\/strong><\/li>\n<\/ul>\n\n\n\n
- Bulk export of Contacts\/Vendors<\/strong><\/li>\n<\/ul>\n\n\n\n
- Exporting of various tables to Excel file<\/strong><\/li>\n<\/ul>\n\n\n\n
- Revenue Cost Codes<\/li>\n<\/ul>\n\n\n\n
- Expense Cost Codes<\/li>\n<\/ul>\n\n\n\n
- Auto-Mappings of Cost Codes & Apply all\/apply unmapped if multimapping enabled<\/strong><\/li>\n<\/ul>\n\n\n\n
- Tax Mappings (Commitment Progress Claims and Reverse Direct Costs)<\/strong><\/li>\n<\/ul>\n\n\n\n
- come back to the transaction in the log and click the Green replay button.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
- perform the one time cost code mapping (from unmapped cost code tab in revenue and expense mapping menus)\n
- TXN dashboard<\/strong><\/li>\n<\/ul>\n\n\n\n
- Line Item Consolidation for Retention (Head Contract Progress Claims and Commitment Progress Claims)<\/strong><\/li>\n<\/ul>\n\n\n\n