Planyard – Xero Job Costing Integration
Looking for construction job costing software that integrates seamlessly with Xero? Our Xero job costing integration simplifies the entire process for you!
Integrate your construction job costing seamlessly with Xero using Planyard. Streamline your budgeting, invoicing, and cost-tracking processes for enhanced project management, and automatically forward all relevant information to accounting.
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Manage Job Costing in Planyard
Set up your budget in Planyard with any number of cost headings, subheadings, and line items. Customize cost codes and names to fit your project needs, allowing for detailed tracking at both the category and line-item levels. This provides clear visibility into project expenses.
Leverage Planyard’s Xero job costing integration workflows for subcontractor, invoice, and purchase order management to track all committed and approved project costs and see exactly where each expense is allocated.
Streamlined Purchase Invoice Management
Automatically collect invoices in Planyard and extract key information such as invoice date, number, and due date. If a corresponding purchase order or subcontract exists, invoices are automatically linked. Allocate the costs to the appropriate cost headings and line items, then approve them.
Once approved, the budget, subcontract, or purchase order is updated, and cost documents are forwarded to Xero.
Connecting Budgets with Xero’s Chart of Accounts
Planyard receives all available accounts from Xero, ensuring that cost documentation pushed to Xero contains the correct account information. This integration helps maintain accurate financial records and streamlines your accounting processes.
The accountant receives the invoice and can approve and pay the expense with a single click. This workflow ensures invoices are paid exactly as agreed with the supplier, leveraging the project team’s expertise to confirm the correct amounts.
Importing Tracking Categories from Xero to Planyard
Planyard imports tracking categories from Xero, allowing you to add these categories to your projects. The integration accurately categorizes all project costs, making it easier to track and analyze expenses across multiple projects.
Importing Contacts from Xero
Planyard imports all contacts from Xero and stores them in the contacts database.
You can utilize these contacts for invoices, purchase orders, subcontracts, and more, ensuring seamless integration and management of all your project communications.
Historical job cost information is available for analysis
Planyard’s detailed job cost breakdown lets you see exactly what each cost consists of. Planyard not only simplifies profitability tracking but also reveals why some jobs were unprofitable.
Additionally, you can make more accurate estimates for new projects by analyzing past data. Easily review job costs across all your previous projects for better planning.
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.”
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
Planyard contractor software helps ambitious teams smash their targets and accelerate their growth.
- No more spreadsheets
- Saves project managers’ and QSs’ time
- Easy to implement and use
- Real-time and accurate financial forecasts
- No more duplicate data entry
