You can track your construction budget and jobs in Planyard. You can send pre-approved invoices with all relevant info automatically sent to Xero and sync contacts between the two software. Our Xero job costing integration makes it simple!
What is Planyard?
Planyard is a cloud-based budget and subcontractor management software for main contractors.
You can manage budgets without Excel and back-and-forth emails. Your subcontractors will do the work for you.
What is Xero?
Xero is a cloud-based accounting software for small businesses.
You can automate everyday business tasks, get up-to-date financials – from wherever you are.
Xero job costing integration details
You can use the integration to eliminate the need for accountants to do manual double data entry.
- Do your procurement and follow your project costs in Planyard
- When a new expense occurs, it gets approved by the project manager in Planyard
- Once approved, the pre-approved invoice gets sent from Planyard to Xero with all relevant details automatically
- The accountant just needs one click to approve the invoice
- The contacts are synced between Xero and Planyard automatically
Accountants won’t have to chase project managers for details about the expense – which line-item, cost code, and project it’s related to. It’s all on the pre-approved invoice.
Our support center has more info on the Xero job costing integration.
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.