How we work with Xero API
PX360 Project Management software has API integration with Xero Accounting software, that is based around using the data that is needed in managing construction projects. The information we share with Xero is tracking categories, customer name, bills, credit notes, sales invoices, employee name and payroll calendars. How we request data? PX360 and Xero both are working with one another 24/7. PX360 requests API from instant to 2hr intervals for expense data through to 24hr automated requests for other less frequent updates.
Controlling Project Data
The data is managed to a project level only, keeping control of anything you don’t want in PX360 in Xero only. This is done using the main Xero Tracking Category called Projects or Project Codes (commonly called). In applying this project unique code within each of the bills or sales invoices, PX360 will receive this information immediately. With use of Receipt Forwarding software new bills created in Xero will also create in PX360 at the same time. No additional human entry required.
Update Xero & Update PX360
The great design of PX360 is that when values are updated in Xero it updates in PX360. This ensures that Xero and PX360 remain the same as they are working from the same information. No duplicates, errors or balancing issues. Removing company accounts teams having different information from project teams.
Timesheeting & Xero Payroll Export
PX360 gives labour teams the ability to track timesheets across multiple devices, down to a building task level, allowing for accurate budget management and Cost-Plus contract capabilities. Once timesheets are approved from the Desktop app, these can be exported to Xero. Once exported, timesheets will show in the Timesheets section of Payroll in Xero, ready for pay approval. These will come ready with regular time and overtime in place. Taking less time for pay run, while projects can accurately track labour for budgets.
Helping Advance Bookkeepers for Builders
We have been able to identify a service and skill gap consistent among many building organisations. Through minimal upskill and ensuring correct systems and implementation there is a valuable solution for Accounts and Bookkeepers to fill this space, building on the current company finance services offered, bookkeepers can expand into project finance involvement. Through skill advancement and customer paid on-demand Project Success Administration offered to the builder enables coverage across ongoing management and technical requests. Open the opportunity for accounts teams to charge for services that are beyond tax and payroll obligations. Builders need the support, so why not ask your client today.
Selecting the right structure for a building company is very much based around identifying their strengths, as well as their willingness to work with computer technology. Sometimes we see the greatest problem with getting system implemented, is a wish for the system but little care for it being adopted. This inconsistent support undermines the software structure from getting off the ground. We have solutions in place to cater for all varieties of size, skill, support and technical needs.
Built for Growth and Builder Support
System | Team | Project Limit | Month $ to Builders |
PX360 Standalone | Builder manages all finance company and project. | Less than 1 | $199
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PX360 + Bookkeeper | Bookkeeper handles company finance. Builder manages all project finance. | 2-3 Projects | $800 – $1500
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PX360 + Bookkeeper Upskilled with Project Services | Bookkeeper handles company finance, Project Budget Management and Labour Approvals. Builder manages all communications and contract administration | 2-4 Projects or 2 Large Projects. Streamline process great for growth | $1,400 – $2,500 Builder < workload
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PX360 + Bookkeeper Upskilled with Project Services + On-Demand Project Success Administrator by PX360 | Bookkeeper handles company finance, Project Budget Management and Labour Approvals. Builder is site foreman or managing multiple projects onsite. Project Success Administrator assisted with Project Setups, Variations, EOT, RFI, BOQ for ordering and assists with Progress Claiming | 2-6 Projects or 3-4 Large Projects. Streamline process great for growth and for owners not tech savvy or projects with high Contract Administration projects. | $2,000 – $4,000 Builder < workload
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How to start getting conversations off the ground is by having the conversation with our customer service team or your builder. We are here to offer the required information you need to direct your client with the right system setup, question with existing or current projects and any other support requirements needed.
Keep In Touch
Send us a message and your contact details and we’ll get back to you in no time.
Build a Company with Structure and Roles
A system designed for organisations with a focus of growth and building a Backoffice that supports project growth can start looking like this with the roles involved. We see anything from completed outsourcing to a mixture of fulltime and parttime accounts staff.
