It’s the master list of accounts the ledger uses to classify every transaction; the account type determines how items appear in reports. Keep it short and clear.
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It’s the master list of accounts the ledger uses to classify every transaction; the account type determines how items appear in reports. Keep it short and clear.
Yes—advisors can select templates in Xero HQ and export/import CSV to roll out a consistent COA.
Use tracking categories (e.g., Project and Cost Code). Xero allows up to four categories in total (two active at a time) and recommends ≤100 options per category.
Xero Projects tracks time/expenses and shows job profitability with its own reports. It’s useful alongside tracking when you need those workflows.
Planyard sits upstream of Xero on the project side. It doesn’t replace your COA—it uses it.
You map budget lines/cost codes in Planyard to your Xero GL accounts and tracking categories (e.g., Project + Cost Code).
Invoices are captured (OCR) and 3-way matched to POs/subcontracts and valuations; line items are checked for the right account and tags before approval.
On approval, Planyard publishes a single, fully coded bill to Xero (supplier, account, tracking, tax, PDF attached). Commitments and approvals remain in Planyard; the ledger stays in Xero.
Result: your COA stays lean, project coding is consistent, and ledger reports match what site teams actually approved.
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