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Send Unsynced Xero™ Standard Cost Codes to ERP Integrations for Accounting Acceptance

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Objective

To send new (i.e., 'unsynced') cost codes that have been added to the 'Xero™ Standard Cost Codes' list in the company's Admin tool to the ERP Integrations tool, where it can then be accepted for export to Xero™ by an accounting approver. 

Background

If you have added new cost codes to the 'Xero™ Standard Cost Codes' list in the company's Admin tool, those codes will need to be synced with your integrated Xero™ system. To do this, you must first send the new codes to the company's ERP Integrations tool where it can then be accepted for export to Xero™ by an accounting approver. After acceptance, the data is exported to your integrated ERP system where they will appear as 'Service Items' in the Xero™ Items list. 

Important! Anytime you add one (1) or more new cost code(s) to the 'Xero™ Standard Cost Codes' list in Procore, it is recommend that you always export those new codes to your integrated Xero™ system before attempting to export data that are associated with those codes from other Procore tools (e.g., Budget, Commitments, Change Orders, and so on). 

Things to Consider

Steps

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
  2. Under Company Settings, click Work Breakdown Structure.
  3. Under Segments click Cost Code.
  4. Choose one of the following options:
    1. If your company only has a [Your ERP Software] Standard Cost Code list, it appears in this page. Continue with the next step. 
      OR
    2. If your company has multiple cost code lists, select the [Your ERP Software] Standard Cost Code list in the table. 
      Notes: The [Your ERP Software] Standard Cost Codes list shows all of the codes that are available for use on your company's [Your ERP Software]-integrated projects. 
  5. Click Send to ERP.
    Notes:
    • If the button is grayed-out and unavailable, hover the mouse cursor over the button to view a tooltip describing the reason the button is not available. Typically, this is because the page needs to be refreshed.
    • If you have previously sent information from the Admin tool to the ERP Integrations tool, the button on the label will read Re-send to ERP. 
      This sends the new (i.e., 'unsynced') cost code(s) to the ERP Integrations tool where it can then be accepted or rejected for export to [Your ERP Software] by an accounting approver.

See Also