Using Smoothlink Tools and Timesheet Management
Smoothlink Tools
The Smoothlink Tools allow you to control:
NOTE: The SmoothAssist Chrome Extension can be installed locally and used to manage ERP Invoice Syncing and High Priority Resources Syncing
Access Smoothlink Tools
- Login to your Smoothlink Integration
- Navigate to Settings
- Select the Tools tab
ERP lock a Procore Invoice
Unsync a Procore ERP Invoice
Remove a Procore ERP Invoice
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
NOTE: Employee Mapping, Employee Rates and Earning Types MUST be completed in Smoothlink before using Timesheet tools. See the following:
- Mapping - New Employees
- TBC - Mapping Earning Tpes
- TBC - Set Employee Rates.
Processing Timesheets
1. Select individual Employee checkboxes
TIP: If you wish to sync ALL employees leave the checkboxes blank.
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
TIP: If you wish to sync ALL projects leave the checkboxes blank.
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
