{"id":308,"date":"2019-10-28T16:06:30","date_gmt":"2019-10-28T05:36:30","guid":{"rendered":"http:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=308"},"modified":"2025-07-14T15:41:10","modified_gmt":"2025-07-14T06:11:10","slug":"how-do-i-setup-sub-job-integration","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/how-do-i-setup-sub-job-integration\/","title":{"rendered":"Setting up sub job integration"},"content":{"rendered":"\n<p>If \u2018Sub Jobs\u2019 are used in a Procore project, you need to complete the mapping as described below each time a new project is created.<\/p>\n\n\n\n<p>Note: This is why we recommend the standard cost codes so that you can automate the cost mappings at sub jobs level.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Mapping Sub Job Cost Codes to Xero Accounts<\/h2>\n\n\n\n<p>Sub Job cost codes need to be mapped to Xero accounts. Once these have been completed in Procore, log into OneCore and perform a refresh of cost codes by navigating to:<\/p>\n\n\n\n<pre class=\"wp-block-verse has-text-align-center\"><strong>Standard Cost Codes -&gt; General <\/strong><br>Press 'Refresh Refresh Cost Codes and Accounts'<\/pre>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-40.png\"><img loading=\"lazy\" decoding=\"async\" width=\"234\" height=\"165\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-40.png\" alt=\"\" class=\"wp-image-424\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-40.png 234w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-40-50x35.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-40-60x42.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-40-100x71.png 100w\" sizes=\"auto, (max-width: 234px) 100vw, 234px\" \/><\/a><\/figure>\n<\/div>\n\n\n<p>Once the refresh has completed, Sub Job cost codes need to be mapped to Xero accounts. This can be completed by navigating to:<\/p>\n\n\n\n<pre class=\"wp-block-verse has-text-align-center\"><strong>Sub Jobs -&gt; Expense Mapping<\/strong><\/pre>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-39.png\"><img loading=\"lazy\" decoding=\"async\" width=\"230\" height=\"139\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-39.png\" alt=\"\" class=\"wp-image-423\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-39.png 230w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-39-50x30.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-39-60x36.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-39-100x60.png 100w\" sizes=\"auto, (max-width: 230px) 100vw, 230px\" \/><\/a><\/figure>\n<\/div>\n\n\n<p>If standard cost codes were used to create the Sub Job cost codes <strong>(recommended)<\/strong> simply select the sub job via the drop down and and press the &#8216;Auto map from standard cost code&#8217; button.<\/p>\n\n\n\n<p>If Sub Job specific codes were used, click on the &#8216;Unmapped cost codes&#8217; tab and map these individually by clicking on the blue &#8216;Pencil&#8217; icon. A popup will appear that allows a Xero account to be selected.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-45.png\"><img loading=\"lazy\" decoding=\"async\" width=\"614\" height=\"314\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-45.png\" alt=\"\" class=\"wp-image-429\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-45.png 614w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-45-300x153.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-45-50x26.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-45-60x31.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-45-100x51.png 100w\" sizes=\"auto, (max-width: 614px) 100vw, 614px\" \/><\/a><\/figure>\n<\/div>\n\n\n<p>After completing the mapping, commitment and head contract claims containing Sub Jobs in the SOV will export to Xero without issue.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Working with Sub Jobs in Xero<\/h2>\n\n\n\n<p>Further setup needs to take place if:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sub Job reporting is required out of Xero.<\/li>\n\n\n\n<li>Direct costs for a Sub Job are to be raised in Xero.<\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Create a new Tracking Category Option in Xero for the Sub Job, under the &#8216;Project Tracking Category&#8217;<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-42.png\"><img loading=\"lazy\" decoding=\"async\" width=\"294\" height=\"256\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-42.png\" alt=\"\" class=\"wp-image-426\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-42.png 294w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-42-50x44.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-42-60x52.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-42-100x87.png 100w\" sizes=\"auto, (max-width: 294px) 100vw, 294px\" \/><\/a><\/figure>\n<\/div>\n\n\n<p>2. Map the Procore Sub Job to the Xero Tracking Option in OneCore, by navigating to:<\/p>\n\n\n\n<pre class=\"wp-block-verse has-text-align-center\"><strong>Sub Jobs -&gt; Sub Job Mapping<\/strong><\/pre>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-43.png\"><img loading=\"lazy\" decoding=\"async\" width=\"232\" height=\"135\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-43.png\" alt=\"\" class=\"wp-image-427\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-43.png 232w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-43-50x29.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-43-60x35.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-43-100x58.png 100w\" sizes=\"auto, (max-width: 232px) 100vw, 232px\" \/><\/a><\/figure>\n<\/div>\n\n\n<p>Select the Sub Job to map by pressing the blue &#8216;Pencil&#8217; icon. A pop up will appear that allows a Xero Tracking Option to be selected.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-44.png\"><img loading=\"lazy\" decoding=\"async\" width=\"639\" height=\"395\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-44.png\" alt=\"\" class=\"wp-image-428\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-44.png 639w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-44-300x185.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-44-50x31.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-44-60x37.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-44-100x62.png 100w\" sizes=\"auto, (max-width: 639px) 100vw, 639px\" \/><\/a><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Mapping Sub Job Cost Codes<\/h2>\n\n\n\n<p>Sub jobs are jobs within a job and come with its own set of cost codes. Best practise is to use cost codes from your standard cost codes list (where possible) so that mapping is straight forward.<\/p>\n\n\n\n<p>Mapping needs to occur for both expense and revenue.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Expense Mapping<\/h3>\n\n\n\n<pre class=\"wp-block-verse has-text-align-center\"><strong>Sub Jobs -&gt; Expense Mapping<\/strong><\/pre>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2020\/07\/image-10-1024x261.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"261\" src=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2020\/07\/image-10-1024x261.png\" alt=\"\" class=\"wp-image-590\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/07\/image-10-1024x261.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/07\/image-10-300x76.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/07\/image-10-768x195.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/07\/image-10-50x13.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/07\/image-10-60x15.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/07\/image-10-100x25.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Select the Sub Job from the drop down list.<\/li>\n\n\n\n<li>If Standard Cost Codes were used to create the sub job cost code list, press  &#8216;Auto Map From Standard Cost Code for Selected Sub Job&#8217;<\/li>\n\n\n\n<li>Alternatively, if there are multiple Sub Jobs that need to have cost codes mapped, press &#8216;Auto Map from Standard Cost Code for All Projects&#8217;<\/li>\n\n\n\n<li>If there are sub job specific cost codes, these will need to be mapped individually by selected the &#8216;Unmapped Cost Codes&#8217; tab and mapping all cost codes.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Revenue Mapping<\/h3>\n\n\n\n<pre class=\"wp-block-verse has-text-align-center\"><strong>Sub Jobs -&gt; Revenue Mapping<\/strong><\/pre>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2020\/07\/image-11-1024x378.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"378\" src=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2020\/07\/image-11-1024x378.png\" alt=\"\" class=\"wp-image-591\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/07\/image-11-1024x378.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/07\/image-11-300x111.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/07\/image-11-768x283.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/07\/image-11-50x18.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/07\/image-11-60x22.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2020\/07\/image-11-100x37.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Select the Sub Job from the drop down list.<\/li>\n\n\n\n<li>For customers who report through a single Xero sales account, selecting this account in the &#8220;Apply to All&#8221; drop down and pressing &#8220;Apply to Selected Project&#8221; will complete the revenue mapping.<\/li>\n\n\n\n<li>If there are sub job specific cost codes that require different sales account mapmpings, these will need to be mapped individually by selected the &#8216;Unmapped Cost Codes&#8217; tab and mapping all cost codes.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>If \u2018Sub Jobs\u2019 are used in a Procore project, you need to complete the mapping as described below each time a new project is created. Note: This is why we recommend the standard cost codes so that you can automate the cost mappings at sub jobs level. Mapping Sub Job&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[33],"ht-kb-tag":[47,26,19],"class_list":["post-308","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-mapping-in-onecore-xero","ht_kb_tag-check","ht_kb_tag-onecore","ht_kb_tag-xero"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/308","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=308"}],"version-history":[{"count":2,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/308\/revisions"}],"predecessor-version":[{"id":4175,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/308\/revisions\/4175"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=308"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=308"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=308"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}