Xero Plus – Demo
Xero Plus is the integration that sits in between your Procore and Xero accounts
QUICK LINKS
Watch The Demo
Project Syncing
Contact Syncing
Prime Contract Syncing
Commitment Syncing
Timesheet Syncing
Payroll Syncing
Features & Screenshots
Frequently Asked Questions
Does the integration support Procore's Work Breakdown Structure (WBS) Functionality?
Yes! Xero Plus supports Procore’s Work Breakdown Structure, you can use it as per normal and the integration will automatically reconcile information as per needed.
Can I edit a sync Procore Progress Claim?
You are able to edit a Procore Progress Claim as many times as you need to until a payment has been made inside Xero for this progress claim.
Do I need to press a button to sync data to Xero and vice versa?
No user interaction is required once the on-boarding process has been completed.
The integration will automatically update data in both systems.
Does the integration handle attachment(s)?
Yes, the integration will handle any invoice attachment from both system.
Does the integration handle multiple Xero Payments?
Yes, the integration will handle multiple payments on any Xero invoice/bill.
Does the integration handle retention and/or retainage?
Yes, the integration will handle any retention and/or retainage present on your Procore Progress Claims (Main Contract & Commitment).
How are taxes calculated?
Xero will handle the tax for each line item according to the mapped Account Code.
How are taxes handled with Procore Payments?
When a Xero Payment is send to Procore, taxes will get removed from the Procore Payment.
Note: we can disable this feature if you wish to reflect taxes on Procore Payments.
I can’t find an invoice in Xero
You will be able to find a video below demonstrating the synchronisation for each Procore Commitment type.
As a general rule, a syncronised invoice will always be found inside the draft tab in the corresponding Xero section (Invoices or Bills to pay).
Feel free to contact us if you believe an invoice is not syncing properly.
Which Contact fields are syncing between Procore & Xero?
The following information are synced between a Procore Vendor and a Xero Contact:
– Company Name
– Email Address
– Website
– ABN
– Main business address
– Phones (including business, mobile and fax)
Pricing
Smoothlink Integration
Onboarding Steps
