{"id":346,"date":"2019-11-04T17:00:34","date_gmt":"2019-11-04T06:30:34","guid":{"rendered":"http:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=346"},"modified":"2020-09-11T12:45:22","modified_gmt":"2020-09-11T03:15:22","slug":"creating-and-paying-a-commitment-claim-in-procore-from-myob","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/creating-and-paying-a-commitment-claim-in-procore-from-myob\/","title":{"rendered":"Creating and paying a commitment claim in Procore from MYOB"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>From Procore, select the project from the drop-down menu.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-10.png\"><img loading=\"lazy\" decoding=\"async\" width=\"333\" height=\"50\" src=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-10.png\" alt=\"\" class=\"wp-image-348\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-10.png 333w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-10-300x45.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-10-50x8.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-10-60x9.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-10-100x15.png 100w\" sizes=\"auto, (max-width: 333px) 100vw, 333px\" \/><\/a><\/figure>\n\n\n\n<p>2. From Available Project Tools select <strong>Commitments. <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-12.png\"><img loading=\"lazy\" decoding=\"async\" width=\"914\" height=\"50\" src=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-12.png\" alt=\"\" class=\"wp-image-350\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-12.png 914w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-12-300x16.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-12-768x42.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-12-50x3.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-12-60x3.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-12-100x5.png 100w\" sizes=\"auto, (max-width: 914px) 100vw, 914px\" \/><\/a><\/figure>\n\n\n\n<p>3. Click on <strong>View<\/strong> to open a purchase order or subcontract.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-13-1024x114.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"114\" src=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-13-1024x114.png\" alt=\"\" class=\"wp-image-351\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-13-1024x114.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-13-300x33.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-13-768x85.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-13-50x6.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-13-60x7.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-13-100x11.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-13.png 1289w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>4. Click on <strong>Create Commitment Progress Claim. <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-14-1024x111.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"111\" src=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-14-1024x111.png\" alt=\"\" class=\"wp-image-353\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-14-1024x111.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-14-300x32.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-14-768x83.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-14-50x5.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-14-60x6.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-14-100x11.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-14.png 1865w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>5. Enter the commitment progress claim # (invoice number) and click on <strong>Save.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-15-1024x435.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"435\" src=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-15-1024x435.png\" alt=\"\" class=\"wp-image-355\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-15-1024x435.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-15-300x127.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-15-768x326.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-15-50x21.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-15-60x25.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-15-100x42.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-15.png 1323w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>6. Click on <strong>Edit<\/strong>. <\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-16-1024x412.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"412\" src=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-16-1024x412.png\" alt=\"\" class=\"wp-image-357\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-16-1024x412.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-16-300x121.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-16-768x309.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-16-50x20.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-16-60x24.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-16-100x40.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-16.png 1107w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>7. Enter a claim amount under &#8216;this period&#8217; and click on<strong> Save<\/strong>. <\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-17-1024x231.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"231\" src=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-17-1024x231.png\" alt=\"\" class=\"wp-image-360\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-17-1024x231.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-17-300x68.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-17-768x173.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-17-50x11.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-17-60x14.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-17-100x23.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-17.png 1683w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>8. Change the status to <strong>Approved<\/strong> and click on update.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-18.png\"><img loading=\"lazy\" decoding=\"async\" width=\"335\" height=\"278\" src=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-18.png\" alt=\"\" class=\"wp-image-362\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-18.png 335w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-18-300x249.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-18-50x41.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-18-60x50.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-18-100x83.png 100w\" sizes=\"auto, (max-width: 335px) 100vw, 335px\" \/><\/a><\/figure>\n\n\n\n<p>9. From MYOB, go to the purchases register to search for the service bill. <\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-19.png\"><img loading=\"lazy\" decoding=\"async\" width=\"771\" height=\"273\" src=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-19.png\" alt=\"\" class=\"wp-image-365\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-19.png 771w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-19-300x106.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-19-768x272.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-19-50x18.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-19-60x21.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-19-100x35.png 100w\" sizes=\"auto, (max-width: 771px) 100vw, 771px\" \/><\/a><\/figure>\n\n\n\n<p>10. Open the bill and click on <strong>Payment<\/strong> to pay the bill.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-20.png\"><img loading=\"lazy\" decoding=\"async\" width=\"859\" height=\"563\" src=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-20.png\" alt=\"\" class=\"wp-image-367\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-20.png 859w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-20-300x197.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-20-768x503.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-20-50x33.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-20-60x39.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-20-100x66.png 100w\" sizes=\"auto, (max-width: 859px) 100vw, 859px\" \/><\/a><\/figure>\n\n\n\n<p>11. Click on <strong>Record<\/strong> to pay the bill. <\/p>\n\n\n\n<p> The MYOB sync from MYOB to Procore is scheduled, but you can push through the payment by clicking on the MYOB Sync button from the OneCore MYOB dashboard: <\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-4.png\"><img decoding=\"async\" src=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-4.png\" alt=\"This image has an empty alt attribute; its file name is image-4.png\"\/><\/a><\/figure>\n\n\n\n<p>The payment will appear under payments issued for the claim in Procore. <\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-21-1024x145.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"145\" src=\"http:\/\/help.interfy.com.au\/wp\/wp-content\/uploads\/2019\/11\/image-21-1024x145.png\" alt=\"\" class=\"wp-image-374\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-21-1024x145.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-21-300x42.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-21-768x109.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-21-50x7.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-21-60x8.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-21-100x14.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/11\/image-21.png 1619w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>From Procore, select the project from the drop-down menu. 2. From Available Project Tools select Commitments. 3. Click on View to open a purchase order or subcontract. 4. Click on Create Commitment Progress Claim. 5. Enter the commitment progress claim # (invoice number) and click on Save. 6. Click on&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[40],"ht-kb-tag":[47,20,25],"class_list":["post-346","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-transactions-commitment-claims-myob","ht_kb_tag-check","ht_kb_tag-myob","ht_kb_tag-procore"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/346","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=346"}],"version-history":[{"count":23,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/346\/revisions"}],"predecessor-version":[{"id":4177,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/346\/revisions\/4177"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=346"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=346"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=346"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}