Xero Integration

Payment applications become draft invoices in Xero with one click. Retention invoices created automatically. No copying figures by hand - built by Xero certified advisors.

Key Benefits

• One-click draft invoice creation - Export any approved payment application to Xero as a draft invoice. Summary, phase, or task line items.
• Retention invoices auto-created - Retention release applications export to Xero automatically.
• No manual data entry - Contract values, completion amounts, and retention figures flow directly from BuildQS into Xero.
• Built by Xero certified advisors - Designed by Prevail Accountancy, Xero certified advisors with 20 years in construction finance.

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Related Xero Resources

• Xero Integration Details - See what gets synced and how draft invoice export fits the workflow.
• Payment Applications - Review the application workflow that feeds approved invoice data into Xero.
• Payment Application Template Generator - Create a simple application summary before moving to a live accounting app-ready workflow.
• Retention Management - Track retention before exporting retention release applications into Xero.

Common Questions

Does BuildQS replace Xero?

No. BuildQS handles the construction payment application workflow before accounting. Xero remains the accounting system for invoices, payments, bank reconciliation, and VAT.

What gets exported from BuildQS to Xero?

Approved payment applications can be exported as draft invoices with summary, phase, or task-level line items. Retention release applications can also be exported as separate draft invoices.

Do I need to rekey payment application figures in Xero?

No. BuildQS sends invoice figures from the payment application workflow into Xero so finance teams do not need to copy values by hand.

Is the Xero integration built for subcontractors?

Yes. The workflow is designed around UK subcontractor payment applications, retention, deposit deductions, and construction finance handoff rather than generic invoicing alone.

Related features: Automatic Calculations, Retention Management, PDF & CSV Export.

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