Job consting integration for Xero
Looking for construction job costing that integrates with Xero? Our Xero job costing integration makes it simple!
You can track your construction budget and job costs in Planyard. You can send pre-approved invoices with all relevant info automatically to Xero. In addition to that, contacts are frequently synced between the two software.
Free 14-day full-featured trial. Full access. No credit card required.
Track your job costs in Planyard
You can organize the line-items in the budget into as many job cost categories as you need. This lets you track job costs both on the category and line-item level.
This makes it possible to see exactly where the final costs for each job are coming from.
The project manager approves the costs in Planyard when they receive them
Forward your bills to Planyard via our mobile apps, via our email client integrations, or via your unique accounts payable email address. This can easily also be done on the go so that you can process the costs later.
When the project manager is in the office again, they can select the budget lines the cost is connected to and approve the cost. As soon as they approve the cost, the budget, the subcontract, and the purchase order get updated automatically.
Approved construction invoice is automatically sent to Xero
As soon as you approve your invoice, it gets automatically sent to Xero. The quantities and price from Planyard will be sent to Xero together with the original invoice document.
When the accountant receives the invoice, they only need one click to approve the invoice and pay out the expense. This workflow ensures that no invoices get paid out above what was initially agreed with the supplier. This is since the project team knows the best whether an invoice is in the correct amount or not.
Historical job cost information is available for analysis
Since you have the detailed job cost breakdown available in Planyard, you can always check what a cost consists of. Planyard does not just make profitability tracking easier, but it also shows you exactly why some of your jobs were unprofitable.
In addition to that, you can also make more accurate estimates for new projects by using past data. You are able to easily look at the cost of a job throughout all of the past projects in your company.
Our support center has more info on the Xero job costing integration.
Our customers about us
“I wanted to escape the spreadsheets, escape the manual data entry, and look for ways to stay on top of the budget numbers. It’s challenging within a development company to keep on top of your numbers.
So I came across Planyard in a search to improve the budget management processes and, to make my own life easier.
Planyard does that, and it takes your project budget and puts it very clearly on screen for you so you have a live real-time picture of where your project budget is at any given point.”
Manager, Higgihaus Developments
“I have been working on cloud accounting tools like Xero and Quickbooks which are excellent, but they don’t have a specific construction-based costing tool.
Construction companies rely on expensive quantity surveyors and project managers to do a lot of data input on packages such as Excel which takes them away from focusing on value-added activities and driving the profit growth.
When I came across Planyard, I was relieved that there was finally a solution to this problem. Quotes, subcontract orders, purchase orders, invoices, progress bills, etc are put on the system and it’s linked directly to the budget, CVRs, subcontractors, and the suppliers. This is making people’s lives a lot easier. Data is at hand, it’s automated and it gets everyone away from the out-dated requirement to fill out spreadsheets.”
Still using Excel for budget management?
There’s a better way.
Spreadsheets are not the best way for managing job costs
- It’s too easy to make mistakes;
- You can’t see behind the numbers;
- It’s hard to standardize and ensure compliance;
- There’s no real-time overview of profitability forecasts;
- It means duplicate work for PMs and accountants.
Planyard saves time and nerves
Follow your budget in real time and take immediate action when errors occur. Job costs are organized, and fully searchable and accessible for forecasting, project management and more.