Planyard contract management software for Xero

Construction purchase order software that works with Xero

With the Planyard Xero integration, you can easily keep track of your construction purchase orders. You can send pre-approved bills with all relevant info automatically to Xero when you receive the goods.

Free 14-day full-featured trial. Full access. No credit card required.

Job costs in Planyard

Track your projects and budgets on Planyard

You can organize the line-items in the budget into as many job cost categories as you need. This lets you track job profitability both on the category and line-item level. You can also see the profitability on the project level.

Doing your job costing in Planyard gives you the possibility to see exactly what the final cost of each job comes from. The breakdown also lets you see why some jobs turned out unprofitable.

Creating a purchase order in Planyard to be sent to Xero

Create and send out your purchase orders in Planyard

Creating and sending out purchase orders to your suppliers is as simple as using email. Just fill in the title, the description, and select the items you would like to order. Your project budget will update automatically to show the created purchase order.

After creating the purchase order, you can easily send out the purchase order to the supplier via e-mail. They will receive a PDF of what was ordered together with the delivery address and with any notes you entered.

If you have variations that were not originally ordered, then those can also be easily added to the purchase order at any time.

Approving a bill for a purchase order in Planyard

Approve bills for received goods in Planyard

When you receive the goods from the supplier, then you just need to connect fill in the quantities that are on the invoice. Since you also see how much has already been received and how much is remaining, it is impossible to approve more than ordered.

The form gives you direct feedback about the remaining amounts. As soon as they go over the ordered values, there will be a warning.

Bill sent to Xero via the Planyard job costing add on

Approved purchase order bills are automatically sent to Xero

As soon as you approve a purchase order bill, it gets automatically sent to Xero. The quantities and price from Planyard will be sent to Xero together with the original invoice document.

The data can be sent to Xero already with the accounting accounts attached. This means that the accountant just has to review it and approve it for payment.

Our customers about us

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Hitachi ABB
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Intra Interieur

“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.”

Ian Holford

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.”

Paul Howarth

ACMA, CGMA, Director, Live Management Accounts Ltd

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.