Claims into Xero
Connect a company to its Xero organisation once. From then on a certified claim becomes a tax invoice in your own books, raised from the figures your head contractor certified or, where no schedule arrives in time, the ones you claimed. Either way GST follows what was actually settled, not what was asked for.
What the connection does
The claim, in your own books.
Connect once for each company. After that, a certified claim becomes an invoice in Xero when you confirm it, without anybody keying it in again.
- Certified claims are raised as tax invoices in your own Xero organisation, from the certified figures.
- The claim PDF is attached to the invoice and shows on its online copy, so the payer can read what they are paying against.
- Retention withheld and later released posts to the retention accounts you nominate, on the claim's own invoice.
- A retention write-off posts as a manual journal, which is the one thing here that is not an invoice line.
- Counterparties link to their Xero contacts once and stay linked.
- Contract items map to the accounts and tax rates you already use.
- Invoice status and payments are read back, so what has been paid shows against the claim.
- Xero can send the invoice from your own account, if you want it to.
- Nothing is written to Xero until you confirm it. The connection is made per company.
Worth knowing
Two documents, two totals.
Why the claim and the invoice are two documents with different totals: the reason it is in your favour.