Overview
Planyard makes construction accounting easy for all stakeholders and lets everyone track project budget and profitability projections in real-time.
Ditch the spreadsheets and ensure compliance by standardizing processes all the way from bidding to contract management, progress reporting, and invoicing. Get rid of manual double work and save time for project managers and accountants.
Planyard + Xero
The Xero integration for Planyard is mainly used to send project manager approved bills from subcontractors or vendors to accounting. The data that is sent to accounting includes the original cost documents (picture of a receipt from your phone, invoice PDF from the vendor, delivery note, etc) and the corresponding totals approved in Planyard.
If you have assigned accounting accounts to your budget items, then the line item totals will be grouped and added up on the accounting account level so that the accountant has one step less to do. If you want to assign the accounting accounts to the budget line-items already in Planyard, see how to do it here.
If you have a working connection to Xero, then every time a user in your organization logs in, the following data is fetched from Xero and also created in Planyard:
- Chart of Accounts
- Contacts
When you create a contact in Planyard, it will also be sent to Xero so that the two systems are up to date.
Getting started
Setting up the integration between Xero and Planyard is a relatively easy process. You just have to be logged in to your Planyard account with permissions to modify integrations for the company.
If you signed up using your Xero user account, then the initial connection has already been created for you and no further action is necessary from your side. If you would like to, you can still confirm from the "Company" => "Integrations" view whether there is a "Disconnect" button under the Xero logo.
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