{"id":91,"date":"2019-10-02T16:15:11","date_gmt":"2019-10-02T06:45:11","guid":{"rendered":"http:\/\/help.interfy.com.au\/?post_type=ht_kb&p=91"},"modified":"2026-08-27T16:48:58","modified_gmt":"2026-08-27T07:18:58","slug":"how-to-create-a-direct-cost-from-a-xero-bill","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/how-to-create-a-direct-cost-from-a-xero-bill\/","title":{"rendered":"How to create and pay a direct cost from a Xero bill"},"content":{"rendered":"\n

<\/p>\n\n\n

    \n
  1. From Xero, open Business>Bills to pay<\/strong>.<\/li>\n<\/ol>\n

    <\/a><\/p>\n

    2. Click on New Bill<\/strong>.<\/p>\n

    <\/a><\/p>\n

    3. Select a vendor, due date, and enter a reference number.<\/p>\n

    <\/a><\/p>\n

    4. Enter the description, quantity, unit price, cost code account, project and cost type.<\/p>\n

    <\/a><\/p>\n

    5. Click on Approve<\/strong> once complete.<\/p>\n

    <\/a><\/p>\n

    6. To view the integrated direct cost Procore, select the project from the drop-down menu.<\/p>\n

    <\/a><\/p>\n

    7. From Available Project Tools select Direct Costs<\/strong> to view the invoice.<\/p>\n

    <\/a><\/p>\n

    <\/a><\/p>\n\n\n

    How direct costs with line items from different projects on the same bill integrate to Procore<\/strong><\/p>\n\n\n\n

    In Xero you can create a single bill that covers line items across multiple projects which will integrate to Procore. This is what it will look like.<\/p>\n\n\n\n

    Create the Xero bill in Xero with line items specifying the corresponding Procore project.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Once done, hit the green Approve <\/strong>to start the integration to Procore.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    To view the integrated direct cost in Procore, select the project from the drop-down menu.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    From the Available Project Tools menu, select Direct Costs<\/strong> to see the invoice.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Here you will be able to see the integrated direct cost from the corresponding line item and relevant project.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    Payments on a Xero bill<\/strong><\/p>\n\n\n\n

    Below is an example of a Xero bill and how it integrates back to Procore once it has been approved.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Once approved you can make payment on the bill. <\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    To view the approved payment in Procore, navigate to the corresponding project, and then select Commitments from the Available Project Tools menu.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Find the relevant commitment number and open it.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Select the Payments Issued tab and you will be able to see the approved payment details.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    You can also view the synced costs in the Procore budget. Navigate to the Budget option under Available Project Tools.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n
    \"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

    From Xero, open Business>Bills to pay. 2. Click on New Bill. 3. Select a vendor, due date, and enter a reference number. 4. Enter the description, quantity, unit price, cost code account, project and cost type. 5. Click on Approve once complete. 6. To view the integrated direct cost Procore,…<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[41],"ht-kb-tag":[47,19],"class_list":["post-91","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-transactions-direct-costs-xero","ht_kb_tag-check","ht_kb_tag-xero"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/91","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=91"}],"version-history":[{"count":2,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/91\/revisions"}],"predecessor-version":[{"id":5969,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/91\/revisions\/5969"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=91"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=91"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=91"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}