XERO TRAINING FOR businesses in the construction industry
Expert Xero Training for Construction Businesses.
We are 100% Xero focused accountants & are based in Chesterfield. We cover all of the UK & can easily come to visit you.
HOW TO USE XERO FOR YOUR CONSTRUCTION BUSINESS
Xero is an excellent choice of accounting software for your construction business.
Between managing multiple projects, handling CIS obligations, tracking subcontractor payments and dealing with varying payment schedules, your accounting needs are probably more complex than most.
Xero offers several features that align naturally with how construction businesses operate. Its core functions (invoicing, bill management, payroll and bank reconciliation) provide a solid foundation for managing your finances.
What makes Xero particularly useful is its ecosystem of connected apps. These automatically feed financial data into your accounts, reducing manual data entry and the errors that come with it. For busy construction businesses juggling multiple sites and deadlines, this automation can save hours each week. The mobile apps are especially valuable when you’re on-site. You and your team can create invoices, approve expenses and check your cash position without being tied to an office computer.
XERO TRAINING FOR CONSTRUCTION BUSINESSES
There are a number of specific functions within Xero & add-on apps available that we believe work particularly well for businesses in the construction industry.
Xero Payroll with CIS functionality handles your Construction Industry Scheme obligations automatically. It calculates the correct deductions for subcontractors and generates the monthly CIS returns you need to submit to HMRC.
Xero Projects lets you track time, costs and expenses for each job. You can see exactly which projects are profitable, and which ones are eating into your margins. This visibility helps you quote more accurately for future work.
Bill Payment features streamline paying multiple suppliers and subcontractors. Instead of logging into your bank separately, you can approve and pay bills directly through Xero, making bulk payments much more straightforward.
The Xero App Store also offers construction-specific add-ons for more complex project management, estimating and job scheduling.
WHAT AREAS OF XERO DO you NEED SUPPORT WITH?
In our experience, some of Xero’s most used features that you might need support with include:
Initial setup and migration - Getting your opening balances right when moving from another system, especially if you’re switching mid-project.
Project tracking configuration - Setting up projects correctly from the start ensures you capture all costs and can report accurately on job profitability.
CIS payroll setup - Understanding how to register subcontractors, apply the correct rates and handle verification can prevent costly mistakes.
Stock and inventory management - Tracking materials across multiple jobs requires careful setup to avoid double-counting or missing costs.
Bank rules and automation - Construction businesses often deal with numerous suppliers and payment types. Setting up smart rules reduces manual data entry.
Reporting and budgeting - Creating reports that show project profitability, cash flow forecasting and cost tracking helps you make better business decisions.
Every business uses Xero differently. So, it’s essential to get Xero set up correctly and working in the way that YOU need it to. Some features will be vital to your construction business while others might not be relevant at all. Getting this balance right from the beginning will save time and prevent confusion later.