Overview
Propeller Powered provides small to medium sized Contractors with a cloud-based workforce management system designed to eliminate paper, reduce admin time and manage quote to invoice in one easy to use, cost effective system.
Includes Job Management, Mobile Apps, Workforce Planning, Digital Certification, CRM, Communications, Finance, Reporting, Stock Management, Timesheets & much more.
Propeller Powered + Xero
Propeller’s integrated finance & stock management system enables users to track Job costs from beginning to end, tracking your business expenses such as labour and parts, giving you a simple view of your per-job profit/loss & expenditure.
With the new Xero integration, Propeller allows users to synchronize all finance items securely and safely into Xero with minimal user interaction.
This includes the ability to synchronize your Propeller created Purchase Orders, Purchase Invoices, Purchase Credits, Sales Invoices, Sales Credits directly into Xero, either per invoice, or available as a ‘bulk sync’ option.
This includes options such as DRC and CIS.
In addition, payment information on Sales Invoices from Xero can be synchronized into Propeller so that both systems are in step.
With Propeller’s granular user roles, an additional ‘approval process’ is available for all finance items prior to synchronizing into Xero.
Propeller is a system designed to be customizable to clients unique and individual needs, this extends into the Xero and finance system, with multiple customizations available.
Propeller fully supports custom Nominal Codes, Tax Codes and multiple bank accounts – all simply setup from one easy to understand interface. In tandem with Propeller’s approval process, clients can also define the default ‘status’ for items synchronized into Xero as ‘Authorised’, ‘Draft’ or ‘Submitted’.
Clients can also make use of Propeller features to automate and simplify accounting, such as automatic Finance Rules based on your raised Job types, automating invoice due by dates based on your clients, to tracking your stock usage and creating Purchase Orders to replenish stock used to the respective silo(s).
Getting started
Propeller’s Xero integration is provided to all subscribers free of charge and can be setup in a few simple clicks.
To get started, log into your Propeller portal as an Administrator with access to the finance system.
There are a couple of pre-requisites to syncing to Xero, which you may already be using – Nominal Codes, Tax Codes and Bank Account details for your organisation.
To set these up, navigate to Settings > Preferences > Accounting.
From this menu, you can add your require Nominal Codes, edit and add required tax codes – if not using the defaults, along with adding your Bank Account(s) and payment instructions.
We recommend that organisations setup and use default nominal codes for Finance items, this is done by navigating to Settings > Company Settings > User Groups, set up a user group (This can be used to allow different departments to have different defaults), choose the default nominal codes and allocate the required users using the simple drag & drop interface.
Now you are ready to complete your Xero integration setup.
Navigate to Settings > Preferences > Accountancy Packages and add Xero.
Next, in the same menu, open Xero Account and Tax Code mappings, and press the ‘Connect to Xero’ button to log in and authorise your Propeller account. This will then allow you to map your Propeller Nominals, Tax Codes and Bank Accounts to their respective entries in Xero.
You are now ready to go! – By default, only ‘Approved’ Finance items get synced over to Xero.
To sync, simply head over to the Finance > Sync to Xero area. For security you may have to reconnect to Xero, once connected, pressing the ‘Sync Everything’ button will create all approved finance items in Xero, as well as checking for / pulling down any payments to your Sales Invoices.
Need help? - Propeller’s UK based support team is included in your subscription and are available to assist setting up the integration, guide on its usage & even offer basic training.
Simply call us directly on 0333 207 0037 or email us at support@teampropeller.co.uk
