{"id":2663,"date":"2023-11-17T14:44:42","date_gmt":"2023-11-17T04:14:42","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&p=2663"},"modified":"2023-11-20T10:31:00","modified_gmt":"2023-11-20T00:01:00","slug":"can-a-procore-commitment-claim-or-head-contract-claim-be-updated","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/can-a-procore-commitment-claim-or-head-contract-claim-be-updated\/","title":{"rendered":"Can a Procore Head Contract Claim be updated?"},"content":{"rendered":"\n

In short, yes you can. Here’s how.<\/p>\n\n\n\n

Head Contract Claim<\/h2>\n\n\n\n

Method 1 – From QuickBooks Online (Highly Recommended)<\/h3>\n\n\n\n

In this demonstration, I will be showing you the recommended method to update your QuickBooks Invoice. <\/p>\n\n\n\n

This is my QuickBooks Invoice from Procore Head Contract Claim<\/strong> that is generated by OneCore<\/p>\n\n\n\n

\"\"
QuickBooks Invoice<\/figcaption><\/figure>\n\n\n\n

Head Contract Claim<\/p>\n\n\n\n

\"\"
Head Contract Claim’s Invoice<\/figcaption><\/figure>\n\n\n\n

Schedule of Values<\/p>\n\n\n\n

\"\"
Schedule of Values<\/figcaption><\/figure>\n\n\n\n
Steps:<\/h5>\n\n\n\n

1. Delete <\/strong>the QuickBooks Invoice.<\/p>\n\n\n\n

\"\"
Deleting QuickBooks Invoice<\/figcaption><\/figure>\n\n\n\n

2. Navigate to the OneCore QBO Transaction Dashboard to check the process.<\/p>\n\n\n\n

\"\"
Transaction Dashboard<\/figcaption><\/figure>\n\n\n\n

3. Once the transaction is processed, go to your Head Contract Claim Invoice in Procore. You should see the status in the invoice should be marked as “Draft.”(handled by OneCore.)<\/p>\n\n\n\n

\"\"
Invoice set to “Draft”<\/figcaption><\/figure>\n\n\n\n

4. Make any necessary edits, then set the Status back to approve. <\/p>\n\n\n\n

For demonstration purposes, I will update my Schedule of Values. Click save once you are done.<\/p>\n\n\n\n

\"\"
Modifying Schedule of Values in Procore Head Contract Claim Invoice<\/figcaption><\/figure>\n\n\n\n

Go to General Information, click Edit, and set the Status back to ‘Approved.’. Finally, click save.<\/p>\n\n\n\n

\"\"
Set Procore Invoice status back to ‘Approve’<\/figcaption><\/figure>\n\n\n\n

5. Navigate to the OneCore QBO Transaction Dashboard to check the process.<\/p>\n\n\n\n

\"\"
Transaction Dashboard<\/figcaption><\/figure>\n\n\n\n

6. Once the transaction is successful, kindly click the Search Icon in the QBO column to see your invoice.<\/p>\n\n\n\n

\"\"
Transaction Dashboard<\/figcaption><\/figure>\n\n\n\n

Your updated Head Contract Claim is reflected in the QuickBooks Invoice.<\/p>\n\n\n\n

\"\"
Quickbooks Invoice generated by Onecore<\/figcaption><\/figure>\n\n\n\n

Method 2 – From Procore<\/h4>\n\n\n\n
\n

NOTE<\/strong>: There must no be any Invoice Payment in the QuickBooks invoice that is linked to Head Contract Claim otherwise it wouldn’t work!<\/p>\n<\/blockquote>\n\n\n\n

In this demonstration, I will be showing you the recommended method to update your QuickBooks Invoice. <\/p>\n\n\n\n

This is my QuickBooks Invoice from Procore Head Contract Claim<\/strong> that is generated by OneCore<\/p>\n\n\n\n

    \n
  • Notice that the invoice does not have any associated Invoice Payments.<\/li>\n<\/ul>\n\n\n\n
    \"\"
    QuickBooks Invoice<\/figcaption><\/figure>\n\n\n\n

    Head Contract Claim<\/p>\n\n\n\n

    \"\"
    Head Contract Claim’s Invoice<\/figcaption><\/figure>\n\n\n\n

    Schedule of Values:<\/p>\n\n\n\n

    \"\"
    Schedule of Values<\/figcaption><\/figure>\n\n\n\n
    Steps:<\/h5>\n\n\n\n

    1. Set the Head Contract Claim Invoice’s status back to “Draft”, and click Save.<\/p>\n\n\n\n

    \"\"
    Set the Invoice back to “Draft.”<\/figcaption><\/figure>\n\n\n\n

    2. Make necessary changes, then set the Status back to approve.
    <\/p>\n\n\n\n

    For demonstration purposes, I will update my Schedule of Values. Click save once you are done.<\/p>\n\n\n\n

    \"\"
    Modifying Schedule of Values<\/figcaption><\/figure>\n\n\n\n

    Go to General Information, click Edit, and set the Status back to ‘Approved.’. Finally, click save.<\/p>\n\n\n\n

    \"\"
    Set Invoice’s status back to ‘Approved.’<\/figcaption><\/figure>\n\n\n\n

    3. Navigate to the Transaction Dashboard in OneCore QBO, and click the Search Icon<\/strong> in the QBO column to see the reflected changes.<\/p>\n\n\n\n

    \"\"
    Transaction Dashboard<\/figcaption><\/figure>\n\n\n\n

    Your updated Head Contract Claim is reflected in the QuickBooks Invoice.<\/p>\n\n\n\n

    \"\"
    QuickBooks Invoice<\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"

    In short, yes you can. Here’s how. Head Contract Claim Method 1 – From QuickBooks Online (Highly Recommended) In this demonstration, I will be showing you the recommended method to update your QuickBooks Invoice. This is my QuickBooks Invoice from Procore Head Contract Claim that is generated by OneCore Head…<\/p>\n","protected":false},"author":15,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[67,70],"ht-kb-tag":[47,64],"class_list":["post-2663","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-faq-qbo","ht_kb_category-transactions-head-contract-qbo","ht_kb_tag-check","ht_kb_tag-qbo"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2663","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\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=2663"}],"version-history":[{"count":5,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2663\/revisions"}],"predecessor-version":[{"id":2741,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2663\/revisions\/2741"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=2663"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=2663"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=2663"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}