SmoothAssist - Procore & Xero Overview
The Smoothlink – SmoothAssist has been designed to enhance Xero Plus 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 any bank transactions such as spend money, manual journal, etc.
ERP Synced Column – Options
- Green tick – this means the invoice/bill is synced and present in both systems
- Red cross – this means the invoice/bill is currently not synced with the other system
- Refresh Icon (only available when not synced) – you can click on this icon to push the invoice/bill to the other system
- Lock - this will allow you to lock the direct cost/invoice in Procore to prevent any edits going forward
Procore – Supported Types
- Financial Management – Invoicing – Owner
- Financial Management – Invoicing – Subcontractor
- Financial Management – Direct Costs
Xero – Supported Types
- Business – Invoices
- Business – Bills to pay
- Accounting – Reports – Account Transactions