Create Draft Bill
Pick a supplier, add line items, and create a draft bill. You'll authorise it in Xero before paying.
Supplier
Details
Line items
| Description | Qty | Unit price | Account | Tax | Line total |
|---|
Payment
Invoice will be created as AUTHORISED (not draft) and the full total recorded as paid.
Record Payment
Look up an authorised invoice or bill in Xero, then allocate a payment against it.
Find invoice / bill
Payment details
Project Spend
Search supplier bills by reference, supplier, invoice number, or line-item text — e.g. "airport business campus" — and total the spend.
| Date | Supplier | Reference | Description | Account | Matched in | Status | Outstanding | Total |
|---|---|---|---|---|---|---|---|---|
| Enter a search term and hit Search. | ||||||||
Job Costs
Profitmaker budget vs actual supplier bills in Xero, per job.
GBP bills (Dekko, NWD) are converted at the uplift factor as budgeted in PM, not the bank rate. Profile Developments bill in euro — no conversion. All figures ex-VAT.
By install date
Payroll Journal
Upload the monthly Gross-to-Net summary. Tool clones a template journal in Xero and posts the new one as DRAFT — you review and post in Xero.
Template journal
Open the template journal in Xero and copy the URL from the browser — the tool will pull the GUID out. Xero's API doesn't accept the "#123456" display number.
Directors
Names must match the report exactly (LASTNAME, FIRSTNAME). Priority: Director → Contractor → Direct Staff.
Contractors (installation staff)
Booked to 2515 Installation Staff Salaries instead of 2500. Anyone not on this list (and not a Director) is treated as Direct Staff.