October 29, 2018 by Team Calance

[Stage 6.0] Procore + Xero: Send Direct Invoices to Procore

procore+xero 

Our Procore + Xero Integration ensures that data flows automatically between each system, without the need for manual data. At the foundation, the integration syncs Vendors, Projects, Cost Codes, Progress Claims, Check Payments, and Direct Invoices.

 

Need help? Reach out to our Support Team.

 

 Here's how to Send Payments from Xero to Procore: 

 Xero invoices are sent into Procore when there is no designated contract to the vendor on the project.  Xero allows you to set different Project numbers on each line. When this happens, the integration will split the invoice. The header will be identical in each project, but each invoice line is only sent to the project is it connected with.

 

Step 1: Have a Direct Invoice approved in Xero

  1. Fill out your Bill within Xero (From, Date, Due Date, Reference, Description, Qty, Unit Price, Account, Project, Cost Codes, Amount)
  2. Approve the Bill within Xero.

 

 Step 2: Integrate your Direct Invoice

2018-10-19 16_27_27-Window

 

 

 

1. On the Dimension Cloud integration page, click on the “Get Direct Invoices for Project” arrow with the specific Project # entered into the field.

 

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Project Controls IntegrationProcore + XeroProcore IntegrationProcore + Xero Setup Stages

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Team Calance

Team Calance

Calance is an IT Services firm that provides Application Development & Support, Systems Integration, IT Managed Services & IT Staffing.

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