{"id":4818,"date":"2025-12-04T11:26:55","date_gmt":"2025-12-04T00:56:55","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=4818"},"modified":"2025-12-04T16:06:56","modified_gmt":"2025-12-04T05:36:56","slug":"onecore-sage-intacct-feature-guide-part-1","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/onecore-sage-intacct-feature-guide-part-1\/","title":{"rendered":"OneCore: Sage Intacct Feature Guide (Part 1)"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">Basics<\/h3>\n\n\n\n<p><strong><em>Top Header Bar:<\/em><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"27\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-83-1024x27.png\" alt=\"\" class=\"wp-image-4825\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-83-1024x27.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-83-300x8.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-83-768x20.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-83-50x1.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-83-1536x40.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-83-60x2.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-83-100x3.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-83.png 1708w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>The top header bar shows the logged in user from the top-right corner. When clicking on the logged in user you have the option to Change Password or Logout:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"197\" height=\"226\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-84.png\" alt=\"\" class=\"wp-image-4827\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-84.png 197w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-84-44x50.png 44w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-84-52x60.png 52w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-84-87x100.png 87w\" sizes=\"auto, (max-width: 197px) 100vw, 197px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>The menu button allows you to minimize and maximize the left-pane menu:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"238\" height=\"52\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-85.png\" alt=\"\" class=\"wp-image-4828\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-85.png 238w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-85-50x11.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-85-60x13.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-85-100x22.png 100w\" sizes=\"auto, (max-width: 238px) 100vw, 238px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong><em>Left Pane Menu:<\/em><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"205\" height=\"846\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-86.png\" alt=\"\" class=\"wp-image-4829\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-86.png 205w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-86-73x300.png 73w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-86-12x50.png 12w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-86-24x100.png 24w\" sizes=\"auto, (max-width: 205px) 100vw, 205px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>The left pane menu allows you to view and set up your company\u2019s integration settings between Procore and Sage Intacct. The menu options include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Transaction Dashboard<\/strong><\/li>\n\n\n\n<li><strong>Advanced Tools<\/strong>\n<ul class=\"wp-block-list\">\n<li>Sync: Direct Cost, Commitment Claim, Head Contract Claim, Claim Payment<\/li>\n\n\n\n<li>Unsync: Direct Cost, Commitment Claim, Head Contract Claim, Claim Payment<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Configurations<\/strong>\n<ul class=\"wp-block-list\">\n<li>Invoices<\/li>\n\n\n\n<li>Direct Costs<\/li>\n\n\n\n<li>Retention<\/li>\n\n\n\n<li>Timesheet &#8211; Job Costings<\/li>\n\n\n\n<li>Standard Cost Codes<\/li>\n\n\n\n<li>Projects<\/li>\n\n\n\n<li>Project Cost Codes<\/li>\n\n\n\n<li>Sub Jobs<\/li>\n\n\n\n<li>Sub Job Cost Codes<\/li>\n\n\n\n<li>Vendors<\/li>\n\n\n\n<li>Cost Types<\/li>\n\n\n\n<li>Tax<\/li>\n\n\n\n<li>Currency<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Settings<\/strong>\n<ul class=\"wp-block-list\">\n<li>Connections<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Help<\/strong>\n<ul class=\"wp-block-list\">\n<li>KB Articles<\/li>\n\n\n\n<li>Contact Support<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><em>Transaction Dashboard:<\/em><\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"490\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-87-1024x490.png\" alt=\"\" class=\"wp-image-4833\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-87-1024x490.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-87-300x144.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-87-768x368.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-87-50x24.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-87-1536x735.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-87-60x29.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-87-100x48.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-87.png 1707w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>The dashboard allows you to view any mapping errors as well as failed transactions, if the transaction isn\u2019t going through.<\/p>\n\n\n\n<p>You can filter the overall transactions by the date range:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-6.jpeg\"><img loading=\"lazy\" decoding=\"async\" width=\"629\" height=\"398\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/filter-date-range.png\" alt=\"date-range\" class=\"wp-image-2437\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/filter-date-range.png 629w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/filter-date-range-300x190.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/filter-date-range-50x32.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/filter-date-range-60x38.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/filter-date-range-100x63.png 100w\" sizes=\"auto, (max-width: 629px) 100vw, 629px\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Invoices:<\/h3>\n\n\n\n<p>Invoices ha: <strong>General Settings<\/strong>, <strong>Head Contract<\/strong> and <strong>Commitment <\/strong>Settings.<\/p>\n\n\n\n<p><strong>General Settings:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"529\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-88-1024x529.png\" alt=\"\" class=\"wp-image-4838\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-88-1024x529.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-88-300x155.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-88-768x397.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-88-50x26.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-88-60x31.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-88-100x52.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-88.png 1496w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Invoice Date Type:<\/strong> Set Sage invoice date for Head Contract and Commitment progress claims<\/li>\n\n\n\n<li><strong>Invoice Due Date Type:<\/strong> Set Invoice Due Date for Head Contract Claim and Commitment Progress Claim<\/li>\n\n\n\n<li><strong>Default Invoice Due Date:<\/strong> Set the default Sage Invoice Due Date to be used when creating Sage invoices<\/li>\n\n\n\n<li><strong>Default Bill Due Date<\/strong>: Set the default Sage Bill Due Date to be used when creating Sage Bills<\/li>\n<\/ul>\n\n\n\n<p><strong>Head Contract Settings:<\/strong><\/p>\n\n\n\n<p>In &#8220;<strong>General Settings<\/strong>&#8220;:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"153\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-89-1024x153.png\" alt=\"\" class=\"wp-image-4841\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-89-1024x153.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-89-300x45.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-89-768x115.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-89-50x7.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-89-60x9.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-89-100x15.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-89.png 1368w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Prefix Contract Number<\/strong>: Enabling this option will prefix the\u00a0<strong>Progress Claim Number<\/strong>\u00a0with the\u00a0<strong>Contract Number<\/strong>\u00a0as the generated Sage invoice\u00a0<strong>Reference Number<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"90\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-90-1024x90.png\" alt=\"\" class=\"wp-image-4844\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-90-1024x90.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-90-300x26.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-90-768x67.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-90-50x4.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-90-60x5.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-90-100x9.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-90.png 1242w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Head Contract Attachment Folder<\/strong>: Set the attachment folder for head contract in Sage Intacct.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"449\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-91-1024x449.png\" alt=\"\" class=\"wp-image-4850\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-91-1024x449.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-91-300x132.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-91-768x337.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-91-50x22.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-91-60x26.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-91-100x44.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-91.png 1357w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Head Contract Destination<\/strong>: Select where Procore Head Contract will be populated in Sage.<\/li>\n\n\n\n<li><strong>Order Entry Definition<\/strong>: Procore Head Contract will create a document with the configured transaction definition.<\/li>\n\n\n\n<li><strong>Invoice Definition<\/strong>: Procore Head Contract Claim will create a document with the configured transaction definition.<\/li>\n\n\n\n<li><strong>Return Definition<\/strong>: Procore Head Contract Claim\u00a0<strong>(negative amount claimed)<\/strong>\u00a0will create a document with the configured transaction definition.<\/li>\n\n\n\n<li><strong>Change Order Definition<\/strong>: Procore Change Order for Head Contract will create a document with the configured transaction definition.<\/li>\n<\/ul>\n\n\n\n<p>Click &#8220;<strong>Save General Settings<\/strong>&#8221; to save the configuration.<\/p>\n\n\n\n<p><strong>Commitment Bill Configurations:<\/strong><\/p>\n\n\n\n<p>In &#8220;<strong>General Settings<\/strong>&#8220;:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"479\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-92-1024x479.png\" alt=\"\" class=\"wp-image-4860\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-92-1024x479.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-92-300x140.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-92-768x359.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-92-50x23.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-92-1536x718.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-92-60x28.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-92-100x47.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-92.png 1704w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Prefix Commitment Number<\/strong>: Set the prefix of <strong>Progress Claim Number<\/strong> with the<strong> Commitment Number<\/strong> upon generating <strong>Sage Bill&#8217;s Reference Number<\/strong><\/li>\n\n\n\n<li><strong>Billable<\/strong>: Enabling this will automatically mark line items in bills as &#8220;<strong>billable<\/strong>&#8221; for all commitment invoice from Procore to Sage Intacct<\/li>\n\n\n\n<li><strong>Commitment Attachment Folder<\/strong>: Set the attachment folder for commitment in Sage Intacct.<\/li>\n\n\n\n<li><strong><strong>Commitment<\/strong> Destination<\/strong>: Select where Procore Commitment will be populated in Sage.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"623\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-93-1024x623.png\" alt=\"\" class=\"wp-image-4865\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-93-1024x623.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-93-300x182.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-93-768x467.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-93-50x30.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-93-60x36.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-93-100x61.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-93.png 1222w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><strong>Purchase Order Definition<\/strong><\/strong>: Procore Purchase Order\/Subcontract will create a document with the configured transaction definition.<\/li>\n\n\n\n<li><strong><strong>Invoice Definition<\/strong><\/strong>: Procore Purchase Order\/Subcontract Claim will create a document with the configured transaction definition.<\/li>\n\n\n\n<li><strong>Return Definition<\/strong>: Procore Purchase Order\/Subcontract Claim\u00a0<strong>(negative amount claimed)<\/strong>\u00a0will create a document with the configured transaction definition.<\/li>\n\n\n\n<li><strong>Change Order Definition<\/strong>: Procore Change Order for Purchase Order\/Subcontract will create a document with the configured transaction definition.<\/li>\n<\/ul>\n\n\n\n<p>Click &#8220;<strong>Save General Settings<\/strong>&#8221; to save the configuration.<\/p>\n\n\n\n<p><strong>QBO Payment Terms:<\/strong><\/p>\n\n\n\n<p>In &#8220;<strong>Payment Terms Setting<\/strong>&#8220;:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"537\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-94-1024x537.png\" alt=\"\" class=\"wp-image-4871\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-94-1024x537.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-94-300x157.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-94-768x403.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-94-50x26.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-94-1536x806.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-94-60x31.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-94-100x52.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-94.png 1690w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Refresh QBO Payment Terms: <\/strong>Synchronizing latest payment terms data from Sage Intacct<\/li>\n<\/ul>\n\n\n\n<p>In the table above shows the latest payment terms data from Sage Intacct since the last refresh that is initiated.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Direct Costs:<\/h3>\n\n\n\n<p><strong>Direct Cost Settings:<\/strong><\/p>\n\n\n\n<p>In &#8220;<strong>General Settings<\/strong>&#8220;:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"625\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-95-1024x625.png\" alt=\"\" class=\"wp-image-4875\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-95-1024x625.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-95-300x183.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-95-768x469.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-95-50x31.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-95-60x37.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-95-100x61.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-95.png 1490w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Received Data Type<\/strong>: Set the value for Procore&#8217;s direct cost received date field<\/li>\n\n\n\n<li><strong>Default Cost Type<\/strong>: Set the value for default cost type when no cost types has been selected upon generating Sage bill&#8217;s line item<\/li>\n\n\n\n<li><strong>Direct Cost Attachment Folder<\/strong>: Set the attachment folder for direct cost in Sage Intacct.<\/li>\n\n\n\n<li><strong><strong>Direct Cost<\/strong> Destination<\/strong>: Select where Procore Direct Cost will be populated in Sage.<\/li>\n\n\n\n<li><strong>Invoice Definition<\/strong>: Procore Direct Cost will create a document with the configured transaction definition.<\/li>\n\n\n\n<li><strong>Return Definition<\/strong>: Procore Direct Cost\u00a0<strong>(negative amount entered)<\/strong>\u00a0will create a document with the configured transaction definition.<\/li>\n<\/ul>\n\n\n\n<p>Click &#8220;<strong>Save General Settings<\/strong>&#8221; once you have finalized the configuration.<\/p>\n\n\n\n<p><strong>Direct Cost Transaction Types:<\/strong><\/p>\n\n\n\n<p>In &#8220;<strong>Enable Transaction Types<\/strong>&#8220;:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"248\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-96-1024x248.png\" alt=\"\" class=\"wp-image-4885\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-96-1024x248.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-96-300x73.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-96-768x186.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-96-50x12.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-96-60x15.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-96-100x24.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-96.png 1494w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Credit Card Transactions<\/strong>: Create Direct Cost from a Sage Credit Card Transaction<\/li>\n\n\n\n<li><strong>Journal Entry<\/strong>: Create Direct Cost <strong>(Expense)<\/strong> from a QuickBooks Journal Entry<\/li>\n<\/ul>\n\n\n\n<p>In &#8220;<strong>Manual Journal Settings<\/strong>&#8220;:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"304\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-98-1024x304.png\" alt=\"\" class=\"wp-image-4891\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-98-1024x304.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-98-300x89.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-98-768x228.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-98-50x15.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-98-60x18.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-98-100x30.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-98.png 1493w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Direct Cost Vendor<\/strong>: Set the vendor when creating direct costs in Procore<\/li>\n\n\n\n<li><strong>Direct Cost Journal Type<\/strong>: Set the journal type for Direct Cost Journal Entry<\/li>\n\n\n\n<li><strong>Labor Cost Journal Type<\/strong>: Set the journal type for Labor Cost Journal Entry<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Retention:<\/h3>\n\n\n\n<p><strong>Retention Settings<\/strong><\/p>\n\n\n\n<p>In &#8220;<strong>General Settings<\/strong>&#8220;:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"246\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-99-1024x246.png\" alt=\"\" class=\"wp-image-4896\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-99-1024x246.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-99-300x72.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-99-768x184.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-99-50x12.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-99-1536x369.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-99-60x14.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-99-100x24.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-99.png 1712w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Retention Type:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Expense Retention Type<\/strong>: Set how the retention is display in Sage Purchasing Transactions<\/li>\n\n\n\n<li><strong><strong>Revenue Retention Type<\/strong><\/strong>: Set how the retention is display in Sage Order Entry Transactions<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Standard Cost Codes:<\/h3>\n\n\n\n<p>Standard Cost Codes has four options: <strong>General Settings, Expense Mapping, Revenue Mapping, Expense Cost Division<\/strong>.<\/p>\n\n\n\n<p><strong>General Settings:<\/strong><\/p>\n\n\n\n<p><em>General Settings <\/em>allows you to update the Procore cost code and QuickBooks account lists in OneCore, as well as set Expense account types to make the account visible for expense mapping.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"911\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/refresh-standard-cost-codes.png\" alt=\"\" class=\"wp-image-2458\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/refresh-standard-cost-codes.png 1920w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/refresh-standard-cost-codes-300x142.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/refresh-standard-cost-codes-1024x486.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/refresh-standard-cost-codes-768x364.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/refresh-standard-cost-codes-50x24.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/refresh-standard-cost-codes-1536x729.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/refresh-standard-cost-codes-60x28.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/refresh-standard-cost-codes-100x47.png 100w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Refresh Code Code<\/strong>:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"193\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-100-1024x193.png\" alt=\"\" class=\"wp-image-4901\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-100-1024x193.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-100-300x57.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-100-768x145.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-100-50x9.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-100-60x11.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-100-100x19.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-100.png 1489w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Refresh All <strong>(Procore &amp; QuickBooks)<\/strong><\/li>\n\n\n\n<li>Refresh Procore Cost Codes Only <strong>(Procore)<\/strong><\/li>\n\n\n\n<li>Refresh Sage Cost Codes Only<strong> (Sage)<\/strong><\/li>\n\n\n\n<li>Refresh Sage Accounts Only <strong>(Sage)<\/strong><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mapping Type<\/strong>: Set <strong>Category<\/strong> or <strong>Product \/ Service\u00a0<\/strong>upon generating QuickBooks Bill<\/li>\n<\/ul>\n\n\n\n<p>Click &#8216;<strong>Save Mapping Typ<\/strong>e&#8217; when you finalised your selection.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Account Mappings:<\/strong><\/p>\n\n\n\n<p>Toggle cost code mappings to additional in the Sage account types:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"204\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-101-1024x204.png\" alt=\"\" class=\"wp-image-4906\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-101-1024x204.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-101-300x60.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-101-768x153.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-101-50x10.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-101-60x12.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-101-100x20.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-101.png 1479w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Revenue Accounts<\/strong><\/li>\n\n\n\n<li><strong>Asset Accounts<\/strong><\/li>\n\n\n\n<li><strong>Liability Accounts<\/strong><\/li>\n\n\n\n<li><strong>Equity Accounts<\/strong><\/li>\n<\/ul>\n\n\n\n<p><strong>Expense Mapping:<\/strong><\/p>\n\n\n\n<p><em>Expense Mapping <\/em>allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Auto-map Procore cost codes to Sage Cost Code by name or code<\/li>\n\n\n\n<li>Delete established mapping<\/li>\n\n\n\n<li>Manually map them from unmapped cost codes.<\/li>\n<\/ul>\n\n\n\n<p>Standard Cost Code Mapping &#8211; Expense &#8211; Account<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"406\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-102-1024x406.png\" alt=\"\" class=\"wp-image-4909\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-102-1024x406.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-102-300x119.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-102-768x305.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-102-50x20.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-102-60x24.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-102-100x40.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-102.png 1499w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Apply to All feature<\/strong>: Apply QuickBooks Expense Account to all unmapped Standard Cost Codes<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mapped Standard Cost Codes<\/strong>: Active mappings<\/li>\n\n\n\n<li><strong>Unmapped Standard Cost Codes<\/strong>: Set your cost code mapping here<\/li>\n<\/ul>\n\n\n\n<p><strong>Revenue Mapping:<\/strong><\/p>\n\n\n\n<p><em>Revenue Mapping <\/em>allows you to<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Auto-map Procore cost codes to Sage Cost Code by name or code<\/li>\n\n\n\n<li>Delete established mapping<\/li>\n\n\n\n<li>Manually map them from unmapped cost codes.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"403\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-103-1024x403.png\" alt=\"\" class=\"wp-image-4912\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-103-1024x403.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-103-300x118.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-103-768x302.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-103-50x20.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-103-60x24.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-103-100x39.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-103.png 1503w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Expense Cost Division (Optional):<\/strong><\/p>\n\n\n\n<p>This mapping only be required if there are unbudgeted commitments created with an SOV containing cost divisions.<\/p>\n\n\n\n<p><em>Expense Cost Division <\/em>allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Manually map Procore Cost Divisions to Sage Cost Code<\/li>\n\n\n\n<li>Delete established mapping<\/li>\n<\/ul>\n\n\n\n<p>Standard Cost Code Division Mapping &#8211; Expense &#8211; Cost Code<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1923\" height=\"913\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/expense-cost-division-account.png\" alt=\"expense-cost-division-account\" class=\"wp-image-2467\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/expense-cost-division-account.png 1923w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/expense-cost-division-account-300x142.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/expense-cost-division-account-1024x486.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/expense-cost-division-account-768x365.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/expense-cost-division-account-50x24.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/expense-cost-division-account-1536x729.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/expense-cost-division-account-60x28.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/expense-cost-division-account-100x47.png 100w\" sizes=\"auto, (max-width: 1923px) 100vw, 1923px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mapped Standard Cost Divisions<\/strong>: Active mappings<\/li>\n\n\n\n<li><strong>Unmapped Standard Cost Divisions<\/strong>: Set your cost code division mapping here<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Projects:<\/h3>\n\n\n\n<p>Projects has four options: <strong>General Settings,\u00a0Project Mapping<\/strong><\/p>\n\n\n\n<p><strong>General Settings<\/strong><\/p>\n\n\n\n<p><em>General Settings <\/em>allows you to update the Procore Projects and Sage Projects lists in OneCore, and configure General Settings.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"546\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-104-1024x546.png\" alt=\"\" class=\"wp-image-4915\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-104-1024x546.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-104-300x160.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-104-768x409.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-104-50x27.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-104-60x32.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-104-100x53.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-104.png 1492w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Refresh Projects<\/strong>:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"102\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-105-1024x102.png\" alt=\"\" class=\"wp-image-4918\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-105-1024x102.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-105-300x30.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-105-768x77.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-105-50x5.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-105-60x6.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-105-100x10.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-105.png 1501w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Refresh Procore Projects<\/strong> (Procore)<\/li>\n\n\n\n<li><strong>Refresh Sage Projects<\/strong> (Sage)<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>General Settings:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"422\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-106-1024x422.png\" alt=\"\" class=\"wp-image-4921\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-106-1024x422.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-106-300x124.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-106-768x317.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-106-50x21.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-106-60x25.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-106-100x41.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-106.png 1484w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Enable Reverse Direct For New Projects<\/strong>: Activate\/deactivate the Reverse Direct Cost feature for all projects created by OneCore<\/li>\n\n\n\n<li><strong>Enable Commitment For New Projects<\/strong>: Activate\/deactivate the Commitment feature for all projects created by OneCore<\/li>\n\n\n\n<li><strong>Enable Head Contract For New Projects<\/strong>: Activate\/deactivate the Head Contract feature for all projects created by OneCore<\/li>\n\n\n\n<li><strong>Project Stage<\/strong>: Automating project mapping in OneCore<\/li>\n<\/ul>\n\n\n\n<p><strong>Project Mapping:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"304\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-107-1024x304.png\" alt=\"\" class=\"wp-image-4925\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-107-1024x304.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-107-300x89.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-107-768x228.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-107-50x15.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-107-1536x457.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-107-60x18.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-107-100x30.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-107.png 1709w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mapped projects<\/strong>: Active mappings<\/li>\n\n\n\n<li><strong>Unmapped Projects<\/strong>: Set your project mapping here<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Project Cost Codes:<\/h3>\n\n\n\n<p><strong>Project Cost Codes<\/strong> has four options: <strong>Expense Mapping, Revenue Mapping, Default Expense Accounts, Default Expense Items, Default Revenue Items<\/strong>.<\/p>\n\n\n\n<p><strong>Expense Mapping<\/strong><\/p>\n\n\n\n<p><em>Expense Mapping <\/em>allows you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select a project to view it&#8217;s current cost code mappings<\/li>\n\n\n\n<li><strong>Apply to All<\/strong>: Create mappings for all cost codes of the selected project<\/li>\n\n\n\n<li><strong>Auto-map<\/strong> Procore cost codes to Sage expense accounts on<strong> Selected Project<\/strong><\/li>\n\n\n\n<li><strong>Delete<\/strong> established mapping<\/li>\n\n\n\n<li><strong>Manually map<\/strong> them from unmapped cost codes<\/li>\n<\/ul>\n\n\n\n<p><strong>Project Cost Code Mapping &#8211; Expense &#8211; Sage Cost Code<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"375\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-108-1024x375.png\" alt=\"\" class=\"wp-image-4930\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-108-1024x375.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-108-300x110.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-108-768x281.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-108-50x18.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-108-1536x562.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-108-60x22.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-108-100x37.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-108.png 1688w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select a project to view it&#8217;s current cost code mappings<\/li>\n\n\n\n<li><strong>Mapped Standard Cost Codes<\/strong>: Active mappings<\/li>\n\n\n\n<li><strong>Unmapped Cost Codes<\/strong>: Set your cost code mapping here<\/li>\n\n\n\n<li><strong>Unmapped Cost Divisions<\/strong>: Set your cost division mapping here<\/li>\n<\/ul>\n\n\n\n<p><strong>Revenue Mapping (HCC)<\/strong><\/p>\n\n\n\n<p><em>Revenue Mapping <\/em>allows you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select a project to view it&#8217;s current cost code mappings<\/li>\n\n\n\n<li><strong>Auto-map<\/strong> Procore cost codes to QuickBooks Revenue Item on<strong> Selected Project<\/strong><\/li>\n\n\n\n<li><strong>Delete<\/strong> established mapping<\/li>\n\n\n\n<li><strong>Manually map<\/strong> them from unmapped cost codes<\/li>\n<\/ul>\n\n\n\n<p><strong>Project Cost Code Mapping &#8211; Revenue Mapping<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"426\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-110-1024x426.png\" alt=\"\" class=\"wp-image-4937\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-110-1024x426.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-110-300x125.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-110-768x319.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-110-50x21.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-110-60x25.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-110-100x42.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-110.png 1493w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select a project to view it&#8217;s current cost code mappings<\/li>\n\n\n\n<li><strong>Mapped Procore Cost Codes &#8211; Revenue<\/strong>: Active mappings<\/li>\n\n\n\n<li><strong>Unmapped Procore Cost Codes<\/strong>: Set your cost code mapping here<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Sub Jobs:<\/h3>\n\n\n\n<p>Projects has four options: <strong>General Settings,&nbsp; Sub Job Mapping<\/strong><\/p>\n\n\n\n<p><strong>General Settings<\/strong><\/p>\n\n\n\n<p><em>General Settings <\/em>allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Update the <strong>Procore Project Sub Job<\/strong> and<strong> Sub Job Cost Codes<\/strong> lists in OneCore<\/li>\n<\/ul>\n\n\n\n<p><strong>Sub Job Settings<\/strong>:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"131\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-111-1024x131.png\" alt=\"\" class=\"wp-image-4941\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-111-1024x131.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-111-300x38.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-111-768x98.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-111-50x6.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-111-60x8.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-111-100x13.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-111.png 1506w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Refresh Procore Sub Jobs <\/strong>(Procore)<\/li>\n\n\n\n<li><strong>Refresh Procore Sub Job Cost Codes <\/strong>(Procore)<\/li>\n<\/ul>\n\n\n\n<p><strong>Sub Job Mapping<\/strong><\/p>\n\n\n\n<p><em>Sub Job Mapping <\/em>allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Establish Procore Sub-Job mapping<\/li>\n<\/ul>\n\n\n\n<p><strong>Sub Job Mapping<\/strong>:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"309\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-112-1024x309.png\" alt=\"\" class=\"wp-image-4943\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-112-1024x309.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-112-300x91.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-112-768x232.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-112-50x15.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-112-60x18.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-112-100x30.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-112.png 1509w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><b>Pencil Icon: <\/b>Click the particular icon to establish the account&#8217;s mapping under a project<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Sub Jobs Cost Codes:<\/h3>\n\n\n\n<p>Sub Job Cost Codes has four options: <strong>Expense Mapping, Revenue Mapping<\/strong><\/p>\n\n\n\n<p><strong>Expense Mapping<\/strong><\/p>\n\n\n\n<p><em>Expense Mapping <\/em>allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Auto-map Procore cost codes to Sage Cost Codes<\/li>\n\n\n\n<li>Delete established mapping<\/li>\n\n\n\n<li>Manually map them from unmapped cost codes.<\/li>\n<\/ul>\n\n\n\n<p><strong>Sub Job Cost Codes &#8211; Expense Mapping<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"420\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-113-1024x420.png\" alt=\"\" class=\"wp-image-4945\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-113-1024x420.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-113-300x123.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-113-768x315.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-113-50x21.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-113-60x25.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-113-100x41.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-113.png 1499w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mapped Cost Codes<\/strong>: Active mappings<\/li>\n\n\n\n<li><strong>Unmapped Cost Codes<\/strong>: Set your cost code mapping here<\/li>\n\n\n\n<li><strong>Unmapped Cost Division<\/strong>: Set your cost code division here<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mapped Cost Codes<\/strong>: Active mappings<\/li>\n\n\n\n<li><strong>Unmapped Cost Codes<\/strong>: Set your cost code mapping here<\/li>\n\n\n\n<li><strong>Unmapped Cost Division<\/strong>: Set your cost code division here<\/li>\n<\/ul>\n\n\n\n<p><strong>Revenue Mapping<\/strong><\/p>\n\n\n\n<p><em>Revenue Mapping <\/em>allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Auto-map Procore cost codes to Sage Cost Code<\/li>\n\n\n\n<li>Delete established mapping<\/li>\n\n\n\n<li>Manually map them from unmapped cost codes.<\/li>\n<\/ul>\n\n\n\n<p><strong>Sub Job Cost Codes &#8211; Revenue Mapping<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"412\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-114-1024x412.png\" alt=\"\" class=\"wp-image-4949\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-114-1024x412.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-114-300x121.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-114-768x309.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-114-50x20.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-114-60x24.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-114-100x40.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-114.png 1497w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mapped Cost Codes<\/strong>: Active mappings<\/li>\n\n\n\n<li><strong>Unmapped Cost Codes<\/strong>: Set your cost code mapping here<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Feature Part 2 (Link)<\/h3>\n\n\n\n<p>In Part 2, we will cover:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Vendor<\/strong><\/li>\n\n\n\n<li><strong>Cost Types<\/strong><\/li>\n\n\n\n<li><strong>Tax<\/strong><\/li>\n\n\n\n<li><strong>Custom Fields<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Link to <a href=\"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/onecore-sage-intacct-feature-guide-part-2\/\">part 2<\/a>\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Basics Top Header Bar: The top header bar shows the logged in user from the top-right corner. When clicking on the logged in user you have the option to Change Password or Logout: The menu button allows you to minimize and maximize the left-pane menu: Left Pane Menu: The left&#8230;<\/p>\n","protected":false},"author":18,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[128],"ht-kb-tag":[47,133],"class_list":["post-4818","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-intacct-onboarding","ht_kb_tag-check","ht_kb_tag-intacct"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4818","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\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=4818"}],"version-history":[{"count":2,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4818\/revisions"}],"predecessor-version":[{"id":4954,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4818\/revisions\/4954"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=4818"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=4818"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=4818"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}