Sage

About Xero integration

Sage is where your financial records need to be accurate, consistent, and defensible. The problem is most scaffolding firms run operations in one place and finance in another - so billing drifts, variations get missed, and month-end becomes a scramble.

This integration connects Agenisy with Sage so financial admin stays tied to the job:

• quotes and variations can trigger billing
• invoices can be created consistently with correct VAT/tax treatment
• supplier costs can be linked to jobs for true margin visibility
• payment status feeds back so teams know what’s outstanding
  

What you can do with Sage connected

• Sync contacts (customers and suppliers) to reduce duplicates and errors.
• Create invoices from operational events, including:
  • approved quotes
  • approved variations
  • staged billing/milestones (if you use deposits or interim claims)
• Store supporting documents (approvals, photos, timesheets, POs) against the job/invoice record.
• Track profitability by job by linking revenue and job costs in one view.
• Improve spend control with clearer purchase/expense visibility and approval prompts (depending on your Sage setup).
• Automate reminders for overdue invoices to improve cashflow.
  

Extra functionality worth calling out (high value)

• Variation protection: trigger billing prompts the moment scope changes are logged.
• Deposit + staged invoicing: reduce risk and improve cashflow on larger projects.
• Credit notes and adjustments: handle changes cleanly without messy workarounds.
• VAT/tax consistency: lock defaults to prevent repeated accounting mistakes.
• Director reporting: quick snapshots - outstanding, cashflow, margin by job.
  

Key benefits

• Faster, more consistent invoicing
• Better cost visibility and reduced margin leakage
• Less time spent reconciling and chasing paperwork
• Clearer reporting for directors and finance teams
  

Features available

• Customer and supplier contact sync
• Invoice creation + sending (rules-based)
• VAT/tax code mapping and defaults
• Payment status updates (where supported)
• Credit notes/adjustments (where supported)
• Attach job documents to invoices/records
• Overdue reminders and chase workflows
• Job-level profitability reporting (revenue vs costs)