View a Xero™ Unsyncable Direct Costs Report
Objective
To view the 'Unsyncable Direct Costs Report' when your Procore project is configured to work with Xero™.
Things to Consider
- Required User Permission:
- 'Read-only' level permission and above on the project's Reports tool
AND- 'Admin' level permission and above on the project's Budgets tool
OR - 'Admin' level permission on the project's Prime Contract tool.
- 'Admin' level permission and above on the project's Budgets tool
- 'Read-only' level permission and above on the project's Reports tool
- Limitations:
- You can only export the Unsyncable Direct Costs Report as a PDF or CSV at the Project level.
Steps
- Navigate to the project's Reports tool.
- Click the Xero™ Unsyncable Direct Costs link.
- Next to the Export Data As label, click PDF or CSV to export the Unsyncable Direct Costs Report.