Looking for a construction job costing add-on 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.
Free 14-day full-featured trial. Full access. No credit card required.
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.
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.
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.
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.
The detailed job costs do not have to be sent to Xero, since it is not relevant for accounting. 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.
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 can easily look at the cost of a job throughout all of the past projects in your company.
Our support centre has more info on the Xero job costing integration.
“I would say that Planyard is a great way to easily and conveniently track your job costs in one place. It keeps track of all of the documents and the numbers in one place. If there’s some problem with the budget, it just tells you what you need to fix and you’ll be fine. It really just kind of thinks a step ahead for you.”
“Planyard is a live overview of your project. How they are performing financially and it is basically a CVR that is live all the time. I have saved a lot of time! It’s so much easier now that I am less reliant on Excel. When we’ve been awarded a project and we’ve uploaded the project on Planyard, I don’t need to look at spreadsheets anymore.”
No credit card required. No sales or IT support needed.