Xero

About Xero integration

Xero is where the money story lives - but most scaffolding firms don’t get real visibility because finance sits in one tool and operations sits in another. That creates the usual problems:

• invoices lag behind delivery
• variations don’t get billed
• supplier costs aren’t tied to jobs
• month-end is a scramble
• “profit” is guessed, not known
  

This integration connects Agenisy and Xero so billing and reporting stay tied to the job - from quote to variation to final invoice.

What you can do with Xero connected

• Sync contacts (customers, suppliers) so you don’t duplicate records.
• Create invoices automatically from:
  • approved quotes
  • variations
  • staged payments / milestones
• Attach supporting documents (POs, timesheets, photos, variation approvals) to the invoice/job record.
• Track profitability by job by linking revenue and costs to the same project.
• Automate payment reminders and overdue follow-ups without manual chasing.
• Improve forecasting by linking pipeline value + scheduled work to expected cashflow.
  

Extra functionality you should include (high value)

• Variation control: prompt billing the moment scope changes are logged.
• Deposit and staged billing: split invoices into deposit / interim / final.
• Credit notes + adjustments: handle changes cleanly without messy workarounds.
• VAT/tax consistency: apply correct tax codes by default to avoid errors.
• Director reporting: simple dashboards for revenue, overdue, margin by job/month.
  

Key benefits

• Faster, more accurate invoicing
• Fewer missed variations and margin leaks
• Cleaner month-end with less reconciliation
• Better visibility on profit per job and cashflow risk
  

Features available

• Customer/supplier contact sync
• Invoice creation + sending (rules-based)
• Payment status sync (paid/partial/overdue)
• Tax/VAT mapping and defaults
• Credit notes and adjustments (where enabled)
• Automated reminders and chase workflows
• Job-level profitability reporting (revenue vs costs)