Settings - Tools & Timesheet Management

Using Smoothlink Tools and Timesheet Management

Smoothlink Tools

The Smoothlink Tools allow you to control:

• ERP Invoice Syncing
• High Priority Resource Syncing
• Manually Map Resources
• Timesheet Management

Access Smoothlink Tools

1. Login to your Smoothlink Integration
2. Navigate to Settings
3. Select the Tools tab

ERP lock a Procore Invoice

This will lock any invoice in Procore and prevent any edits/deletions in Procore.

Unsync a Procore ERP Invoice

This will unlock any invoices in Procore. You will then be able to edit/delete in Procore.

Remove a Procore ERP Invoice

This will delete an invoice from Procore.

High Priority Resource Syncing

High Priority Resource Syncing allows prioritization syncing of particular invoices from Procore or Xero by pasting the Invoice URL into the High Priority Resource Syncing tool.

See How to use High Priority Resource Syncing

Manually Map Resources

Manual Timesheet Management Tool

The Timesheet Management Tool gives you manual control when syncing Procore or Xero  Timesheets/Timecards for:

• Procore to Xero Timesheets
• Procore Payroll Direct Costs
• Xero to Procore Payroll Direct Costs 

Processing Timesheets

1. Select individual Employee checkboxes

2. Apply Filters

• Set the Start Date and End Date. The dates should line up with your payroll period in Xero, e.g. Monday to Sunday
• Select Projects

3. Select Bulk Actions to commence syncing

• Sync Procore Timesheet Hours - Sync Procore Timesheets to Xero Timesheets
• Sync Procore Payroll Costs - Sync Procore Timesheets to Procore Payroll Direct Costs
• Sync Xero Payroll Costs - Sync Xero Timesheets to Procore Payroll Direct Costs