![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/minimize-menu-bar.png\")
<\/a><\/p>\nLeft Pane Menu:<\/em><\/strong><\/p>\n![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/left-panel-menu.png\")
<\/p>\n
The left pane menu allows you to view and set up your company\u2019s integration settings between Procore and Odoo. The menu options include:<\/p>\n
\n- Transaction Dashboard<\/strong><\/li>\n
- Advanced Tools<\/strong>\n
\n- Sync: Direct Cost, Commitment Claim, Head Contract Claim, Claim Payment<\/li>\n
- Unsync: Direct Cost, Commitment Claim, Head Contract Claim, Claim Payment<\/li>\n<\/ul>\n<\/li>\n
- Configurations<\/strong>\n
\n- Invoices<\/li>\n
- Direct Costs<\/li>\n
- Retention<\/li>\n
- Timesheet – Job Costings<\/li>\n
- Standard Cost Codes<\/li>\n
- Projects<\/li>\n
- Project Cost Codes<\/li>\n
- Sub Jobs<\/li>\n
- Sub Job Cost Codes<\/li>\n
- Vendors<\/li>\n
- Cost Types<\/li>\n
- Tax<\/li>\n
- Odoo Lists<\/li>\n<\/ul>\n<\/li>\n
- Help<\/strong>\n
\n- KB Articles<\/li>\n
- Contact Support<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
\nTransaction Dashboard:<\/h3>\n
![\"odoo-txn-dashboard\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/txn-dashboard.png\")
<\/p>\n
The dashboard allows you to view any mapping errors as well as failed transactions, if the transaction isn\u2019t going through.<\/p>\n
You can filter the overall transactions by the date range:<\/p>\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/date-range-filter.png\")
<\/p>\n
\nInvoices:<\/h3>\n
Invoices has two options: General Settings<\/strong> and Head Contract<\/strong>.<\/p>\nGeneral Settings:<\/strong><\/p>\n![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/general-settings.png\")
<\/p>\n
\n- Invoice Date Type:<\/strong> Set Odoo invoice date for Head Contract and Commitment progress claims<\/li>\n
- Invoice Due Date Type:<\/strong> Set Invoice Due Date for Head Contract Claim and Commitment Progress Claim<\/li>\n
- Default Invoice Due Date:<\/strong> Set the default Odoo Invoice Due Date to be used when creating Odoo invoices<\/li>\n
- Default Bill Due Date<\/strong>: Set the default Odoo Bill Due Date to be used when creating Odoo Bills<\/li>\n<\/ul>\n
Head Contract Settings:<\/strong><\/p>\nIn “General Settings<\/strong>“:<\/p>\n![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/hcc-general.png\")
<\/p>\n
\n- Prefix Reference Number<\/strong>: Prefix the Progress Claim Number with the Project Name – Contract Number<\/li>\n<\/ul>\n
Click “Save General Settings<\/strong>” to save the configuration.<\/p>\nIn “Consolidated Line Item Settings<\/strong>“:<\/p>\n![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/consolidated-line-item-settings.png\")
<\/p>\n
\n- Consolidate Line Items<\/strong>: set the line item consolidation upon Odoo invoice generation<\/li>\n
- Consolidate Retention Line Items<\/strong>: Set the retention consolidation into 2 line items<\/li>\n
- Consolidation Type<\/strong>: Set the consolidation type logic<\/li>\n
- Consolidated Revenue Item<\/strong>: Set the Odoo Revenue’s Item to be selected<\/li>\n<\/ul>\n
Click “Save Consolidated Line Item Settings<\/strong>” once you have finalized the configuration.<\/p>\nCommitment Bill Configurations:<\/strong><\/p>\nIn “General Settings<\/strong>“:<\/p>\n![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/commitment-general-settings.png\")
<\/p>\n
\n- Prefix Commitment Number<\/strong>: Set the prefix of Progress Claim Number<\/strong> with the Commitment Number<\/strong> upon generating Odoo\u00a0Bill’s Reference Number<\/strong><\/li>\n
- Consolidate Retention Line Item<\/strong>s: Set the retention consolidation into 2 line items<\/strong> -> 1 for retention withheld<\/strong> and 1 for retention released<\/strong><\/li>\n<\/ul>\n
Direct Costs:<\/h3>\n
Direct Cost Settings:<\/strong><\/p>\nIn “General Settings<\/strong>“:<\/p>\n![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/general-settings-1.png\")
<\/p>\n
\u00a0<\/p>\n
\n- Received Data Type<\/strong>: Set the value for Procore’s direct cost received date field<\/li>\n
- Default Cost Type<\/strong>: Set the value for default cost type when no cost types has been selected upon generating Odoo bill’s line item<\/li>\n<\/ul>\n
Click “Save Journal Settings<\/strong>” once you have finalized the configuration.<\/p>\nDirect Cost Transaction Types:<\/strong><\/p>\nIn “Journal Settings<\/strong>“:<\/p>\n![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/journal-settings.png\")
<\/p>\n
\n- Enable Journals<\/strong>: Create Direct Cost from Odoo<\/li>\n
- Journal Types<\/b>: Set the Journal Types to be processed<\/li>\n
- Default Vendor<\/strong>: Set the default vendor for Direct Cost when processing journal from Odoo<\/li>\n<\/ul>\n
In “Expense settings<\/strong>“:<\/p>\n![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/expense-settings.png\")
<\/p>\n
\n- Enable Expenses: <\/strong>Activate\/Deactivate Expenses processing from Odoo<\/li>\n
- Default Vendor:<\/strong> Set the default vendor for Direct Cost when processing expenses from Odoo<\/li>\n<\/ul>\n
Click “Save Expenses Settings<\/strong>” once you have finalized the configuration.<\/p>\nRetention:<\/h3>\n
Retention Settings<\/strong><\/p>\nIn “General Settings<\/strong>“:<\/p>\n![\"retention-general-settings\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/general-settings-2.png\")
<\/p>\n
Default Retention Accounts:<\/p>\n
\n- \n
\n- Expense Account<\/strong>: Set the default Odoo Expense Account<\/strong> to use for tracking retention amounts<\/li>\n
- Expense Account<\/strong>: Set the default Odoo Expense Account<\/strong>to use for tracking retention amounts<\/li>\n
- Revenue Account<\/strong>: Set the default Odoo Revenue Account <\/strong>to use for tracking retention amounts<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
Retention Type:<\/p>\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/retention-type.png\")
<\/p>\n
Default Retention Type<\/strong>\u00a0– A single line item is created with the amount calculated as the line item value minus the line item retention value.<\/p>\nLine Item Retention<\/strong> Type <\/strong>– Separate line items are created for the line item value and line item retention value respectively.<\/p>\n\n- \n
\n- Expense Retention Type<\/strong>: Set the Expense Retention Type (Commitment Claim)<\/strong><\/li>\n
- Revenue Retention Type<\/strong>: Set the Revenue Retention Type (Head Contract Claim)<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
Retention has three options: General Settings, Project Expense Retention, Project Revenue Retention.<\/p>\n
General Settings <\/em>allows you to select your default retention expense and revenue accounts, if you use it, as well as setting the default retention type.<\/p>\nProject Expense Retention<\/strong><\/p>\nProject Expense Retention <\/em>allows you to map a default Odoo retention account for each project for expenses i.e. commitment claims or direct costs.<\/p>\n![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/project-expense-retention.png\")
<\/p>\n
\u00a0<\/p>\n
Project Revenue Retention<\/strong><\/p>\nProject Revenue Retention <\/em>allows you to map a default Odoo retention account for each project for revenue i.e. head contract claims.’<\/p>\n![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/project-revenue-retention.png\")
<\/p>\n
Standard Cost Codes:<\/h3>\n
Standard Cost Codes has four options: General Settings, Expense Mapping, Revenue Mapping<\/strong><\/p>\nGeneral Settings:<\/strong><\/p>\nGeneral Settings <\/em>allows you to update the Procore cost code and Odoo account lists in OneCore, as well as set a default expense and revenue account for unbudgeted line items for commitments and head contracts within Procore.<\/p>\n![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/general-settings-3.png\")
<\/p>\n
Refresh Code Code<\/strong>:<\/p>\n![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/refresh-buttons.png\")
<\/p>\n
\n- Refresh All Cost Codes, Items and Accounts (Procore & Odoo)<\/strong><\/li>\n
- Refresh Procore Cost Codes Only (Procore<\/strong>)<\/li>\n
- Refresh Odoo Accounts Only (Odoo<\/strong>)<\/li>\n<\/ul>\n
Default Accounts:<\/strong><\/p>\nWithin Procore, contract SOV line items can be created without cost codes (un-budgeted line items). To cater for this scenario, default Odoo accounts can be set to prevent transaction failures.<\/p>\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/default-accounts-items.png\")
<\/strong><\/p>\n\n- Expense Account<\/strong>: Set default Expense Odoo Account\u00a0<\/strong><\/li>\n
- Expense Account<\/strong>: Set default Revenue Odoo Item<\/strong><\/li>\n<\/ul>\n
Click ‘Save Default Accounts & Items<\/strong>‘ when you finalised your selection.<\/p>\nAccount Mappings (Expense and Revenue):<\/strong><\/p>\nToggle cost code mappings to additional in the Odoo account types:<\/p>\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/account-mapping.png\")
<\/p>\n
\n- Revenue Accounts<\/strong><\/li>\n
- Asset Accounts<\/strong><\/li>\n
- Liability Accounts<\/strong><\/li>\n
- Equity Accounts<\/strong><\/li>\n<\/ul>\n
Expense Mapping:<\/strong><\/p>\nExpense Mapping <\/em>allows you to:<\/p>\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/header-bar.png\")
<\/p>\n![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/user-bar.png\")
<\/p>\n![\"\"](\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-3.jpeg\")
<\/a><\/p>\n