SmoothAssist - Procore & Xero Overview

Use SmoothAssist to check the syncing status of your project invoices

Procore & Xero Overview

The Smoothlink – SmoothAssist has been designed to enhance Xero capabilities and let you see in real-time the syncing status of any invoice or bill in both Procore & Xero. This also allows you to reconcile accounting transactions such as Spend Money, Manual Journal and Credit Notes.

ERP Synced Features

When logged into SmoothAssist an ERP Synced column will be visible in Procore and Xero.

SmoothAssist will allow you to confirm if Invoices/Claims/Bills have synced successfully. You can also re-sync invoices if required.

ERP Synced Features

• Green Tick - The Invoice/Bill has been synced and present in both systems
• Red Cross - The Invoice/Bill is currently not synced with the other system
• Refresh Icon - Click the Refresh icon to push the Invoice/Bill to the other system (only available when not synced)
• Lock/Unlock - Lock a Direct Cost/Invoice in Procore preventing edits going forward. You can unlock a Direct Cost/Invoice if an edit is required.
• View Arrow - Open the Invoice/Bill in the respective system

Procore Financial Management Tools

SmoothAssist can be used when viewing the following in Procore:

• Invoicing/Progress Claiming
  • Owner (Head Contacts/Prime Contact/Main Contract)
  • Subcontractor (Commitments/Requisitions)
• Direct Costs

Procore Invoicing/Progress Claiming

1. Go to Project Tools menu

2. Select Invoicing/Progress Claiming under Financial Management tools

3. Select Owner or Subcontractor menu

Procore Direct Costs

1. Go to Project Tools menu

2. Select Direct Costs under Financial Management tools

Xero Business & Accounting Tools

SmoothAssist can be used when viewing the following in Xero:

• Business Tools
  • Invoices
  • Bills to pay

• Accounting Tools
  • Account Transactions

Xero Business Invoices & Bills

1. Go to the Business menu

2. Select Invoices or Bills to Pay

Invoices

Bills to Pay