{"id":6023,"date":"2026-09-04T12:33:54","date_gmt":"2026-09-04T03:03:54","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=6023"},"modified":"2026-09-04T12:38:02","modified_gmt":"2026-09-04T03:08:02","slug":"how-to-send-spend-money-transactions-from-xero-to-procore","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/how-to-send-spend-money-transactions-from-xero-to-procore\/","title":{"rendered":"How to Send Spend Money Transactions from Xero to Procore"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">This article explains how Spend Money transactions entered in Xero can be synced to Procore as Direct Costs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Prerequisites<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Before syncing Spend Money transactions, ensure that:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Spend Money Transaction Type is enabled &#8211; KB Article: <a href=\"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/activating-spend-money-credit-notes-manual-journals-in-onecore\/\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-blue-color\">How Do I Activate Spend Money, Credit Notes &amp; Manual Journals in OneCore? \u2013 Interfy Help<\/mark><\/a><\/li>\n\n\n\n<li>The supplier\/contact used in Xero is mapped to a Procore vendor<\/li>\n\n\n\n<li>Job Tracking Option is mapped to a corresponding Procore project<\/li>\n\n\n\n<li>Cost Type tracking options are mapped to a corresponding Procore Cost Type<\/li>\n\n\n\n<li>Xero account is mapped to a corresponding Procore Cost Code<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Create a Spend Money Transaction in Xero<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Log in to <strong>Xero<\/strong>.Navigate to <strong>Business &gt; Bank Accounts<\/strong>.Select the relevant bank account.Click <strong>Spend Money<\/strong>.Complete the transaction details:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact<\/li>\n\n\n\n<li>Date<\/li>\n\n\n\n<li>Reference<\/li>\n\n\n\n<li>Amount<\/li>\n\n\n\n<li>Account Code<\/li>\n\n\n\n<li>Cost Type<\/li>\n\n\n\n<li>Project\/Job Category Option<\/li>\n\n\n\n<li>File Attachment\/s if required<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Save or approve the transaction.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Note:<\/strong> If the line items contain different Project Tracking Categories, separate Direct Costs will be created in Procore and allocated to their corresponding project mappings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Line items without a project\/job tracked will be ignored by the integration.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Spend Money:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"546\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-08_35_37-Interfy-Notes.txt-Notepad-1024x546.png\" alt=\"\" class=\"wp-image-6024\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-08_35_37-Interfy-Notes.txt-Notepad-1024x546.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-08_35_37-Interfy-Notes.txt-Notepad-300x160.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-08_35_37-Interfy-Notes.txt-Notepad-50x27.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-08_35_37-Interfy-Notes.txt-Notepad-768x409.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-08_35_37-Interfy-Notes.txt-Notepad-60x32.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-08_35_37-Interfy-Notes.txt-Notepad-100x53.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-08_35_37-Interfy-Notes.txt-Notepad.png 1145w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Procore Direct Cost:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"469\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_17-Inbox-cezar@interfy.com_.au-Outlook-1024x469.png\" alt=\"\" class=\"wp-image-6025\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_17-Inbox-cezar@interfy.com_.au-Outlook-1024x469.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_17-Inbox-cezar@interfy.com_.au-Outlook-300x137.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_17-Inbox-cezar@interfy.com_.au-Outlook-767x351.png 767w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_17-Inbox-cezar@interfy.com_.au-Outlook-50x23.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_17-Inbox-cezar@interfy.com_.au-Outlook-60x27.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_17-Inbox-cezar@interfy.com_.au-Outlook-100x46.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_17-Inbox-cezar@interfy.com_.au-Outlook-1536x703.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_17-Inbox-cezar@interfy.com_.au-Outlook.png 1811w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"446\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_51-Inbox-cezar@interfy.com_.au-Outlook-1024x446.png\" alt=\"\" class=\"wp-image-6026\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_51-Inbox-cezar@interfy.com_.au-Outlook-1024x446.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_51-Inbox-cezar@interfy.com_.au-Outlook-300x131.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_51-Inbox-cezar@interfy.com_.au-Outlook-767x334.png 767w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_51-Inbox-cezar@interfy.com_.au-Outlook-50x22.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_51-Inbox-cezar@interfy.com_.au-Outlook-60x26.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_51-Inbox-cezar@interfy.com_.au-Outlook-100x44.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_51-Inbox-cezar@interfy.com_.au-Outlook-1536x669.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2026\/09\/2026-09-04-11_02_51-Inbox-cezar@interfy.com_.au-Outlook.png 1873w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This article explains how Spend Money transactions entered in Xero can be synced to Procore as Direct Costs. Prerequisites Before syncing Spend Money transactions, ensure that: Create a Spend Money Transaction in Xero Log in to Xero.Navigate to Business &gt; Bank Accounts.Select the relevant bank account.Click Spend Money.Complete the transaction&#8230;<\/p>\n","protected":false},"author":14,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[35,41],"ht-kb-tag":[203],"class_list":["post-6023","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-transactions-xero","ht_kb_category-transactions-direct-costs-xero","ht_kb_tag-spend-money"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/6023","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\/14"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=6023"}],"version-history":[{"count":2,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/6023\/revisions"}],"predecessor-version":[{"id":6035,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/6023\/revisions\/6035"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=6023"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=6023"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=6023"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}