Construction software addon for Xero accounting
Looking for a construction add on that works with Xero? Planyard has you covered.
Track your construction project budget and project profitability on Planyard. Our add on sends the cost information automatically to Xero for your accountant to pay out.
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Manage all of your projects and jobs in Planyard
Manage your construction profitability on the job and project level. Every time you approve costs, the budget gets updated automatically. This means that the project profitability is always up to date without any manual work.
You can always go back to look at the breakdown of all jobs. This detailed overview lets you find out whether mistakes were made at the estimation or design stage and learn from them.
All of your Xero and Planyard contacts are in sync
When you have connected Xero and Planyard, all of your contacts will be loaded into Planyard. This syncing happens every time you log onto Planyard, so you can be sure that you always have the same contacts in both systems.
Since you can leave ratings for contacts on Planyard, you can be sure that the companies you work with are not problematic. Your colleagues can share their experiences as well, making sure that you don’t run into problems again.
Approve your subcontractor bills in Planyard first
Since you have all of your subcontracts and purchase orders in Planyard, it also makes sense to approve the costs for them there first. When you approve a cost, you see exactly how much has already been paid out in the past. Having this information on a job and contract level makes sure that you do not pay your subcontractors more than agreed.
When you approve a cost, the project budget gets updated automatically to reflect the current status. This means that you can easily compile a report for the management about the current project status.
Approved bills get sent to Xero to be paid out
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.
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.