مدونة
10 Tips for Managing Construction Subcontractors
AIA construction codes for construction billing
Product updates: Credit notes, Notifications, and Much More
Planyard 2020: A Year In Review
الأسئلة المتداولة
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Not natively. Xero only supports one tracking category per line item. To track both project and job code, you would need to combine them into a single category, which quickly becomes unmanageable across multiple projects. A dedicated tool like Planyard handles both levels automatically.
Planyard is built specifically for construction job costing and integrates directly with Xero. Approved costs in Planyard are sent to Xero automatically, keeping your accounting accurate without duplicate data entry.
No. Planyard handles job costing, budget tracking, and purchase order management. Xero continues to handle your general ledger accounting, payroll, and tax reporting. The two work together – Planyard manages the project detail, Xero manages the books.
WorkflowMax (now part of Xero Practice Manager) is primarily a time-tracking tool for professional services. It lacks the invoice-based cost tracking and budget forecasting that construction companies need for subcontractor-heavy projects.
When you approve an invoice in Planyard, it automatically matches to the correct purchase order, updates your project budget, and sends the financial data to Xero. No manual re-entry required.
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