{"id":2739,"date":"2023-11-20T10:30:17","date_gmt":"2023-11-20T00:00:17","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&p=2739"},"modified":"2023-11-20T10:30:18","modified_gmt":"2023-11-20T00:00:18","slug":"can-a-procore-commitment-claim-be-updated","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/can-a-procore-commitment-claim-be-updated\/","title":{"rendered":"Can a Procore Commitment Claim be updated?"},"content":{"rendered":"\n

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

Commitment Claim<\/h2>\n\n\n\n

Method 1 – From QuickBooks Online (Highly Recommended)<\/h4>\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 Bill from the Procore Commitment Claim<\/strong> that is generated by OneCore.<\/p>\n\n\n\n

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

Commitment Claim<\/p>\n\n\n\n

\"\"<\/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 Bill.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

2. Navigate to the OneCore QBO Transaction Dashboard<\/strong> 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 Commitment 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

\"\"
Procore Commitment Claim sets to “Draft”<\/figcaption><\/figure>\n\n\n\n

4. Make any necessary edits, then set the Status back to “Approve”<\/strong>. <\/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 Commitment Claim<\/figcaption><\/figure>\n\n\n\n

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

\"\"
Set Procore Commitment Claim back to “Approved.”<\/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 bill.<\/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 Bill 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 Bill Payment in the QuickBooks Bill that is linked to Commitment 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 Commitment Claim. <\/p>\n\n\n\n

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

    \n
  • Notice that the Bill does not have any associated Bill Payment in the top right corner.<\/li>\n<\/ul>\n\n\n\n
    \"\"
    QuickBooks Bill<\/figcaption><\/figure>\n\n\n\n

    Commitment Claim<\/p>\n\n\n\n

    \"\"
    Commitment Claim 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 commitment claim 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

    \"\"<\/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 Commitment Claim is reflected in the QuickBooks Bill.<\/p>\n\n\n\n

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

    In short, yes you can. Here’s how. Commitment 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 Bill from the Procore Commitment Claim that is generated by OneCore. Commitment Claim…<\/p>\n","protected":false},"author":15,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[71,67],"ht-kb-tag":[47,64],"class_list":["post-2739","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-transactions-commitment-claims-qbo","ht_kb_category-faq-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\/2739","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=2739"}],"version-history":[{"count":1,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2739\/revisions"}],"predecessor-version":[{"id":2740,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2739\/revisions\/2740"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=2739"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=2739"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=2739"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}