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Academy
Support

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Integrations
Xero

Updated on June 23, 2025

Support articles

Client Contract & Payment applications
Budget management
Change orders (Variations)
- How to manage client change orders/variations (video)
Company account settings
Integrations
Cost estimating & quoting
Forecasting
Cost management
Purchase orders
Sales invoices
- How to process project sales invoices (video tutorial)
Subcontractors payment applications
Subcontractor orders
- How to add retention to subcontracts
Project management
- How to create a new project
Planyard Tutorial Videos

Xero

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Articles

Xero integration full overview
Xero integration video tutorial
How to set up the Xero integration
What data is synced between Planyard and Xero
How to connect chart of accounts in Xero
How to use tracking categories from Xero

Xero

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