JoblogicCentrusXero

joblogic + xero

Sales invoices sync to Xero. Supplier bills still arrive by email.

Joblogic's Xero sync already sends approved sales invoices, credit notes and payments to Xero, and brings tax and nominal codes back. Centrus works across both for what arrives by email and what goes unpaid: supplier invoices become draft bills in Xero, overdue invoices are chased, and credit is checked before a quote goes.

Book a demoWhat Centrus adds

already built in

What the Joblogic sync does, and what Centrus adds

Keep Joblogic's Xero sync. Centrus works across both systems, on the work that still falls to someone in the office.

Joblogic's Xero sync

  • Approved sales invoices, credit notes and payments go from Joblogic to Xero.
  • Customers sync both ways, and a new Joblogic customer goes to Xero with its first approved invoice.
  • Tax codes and nominal codes come from Xero, so invoices match how you book sales.
  • You run the sync from Joblogic as often as you like, and a synced invoice cannot be sent twice.

What Centrus adds

  • Supplier invoice PDFs from the inbox raised as draft bills in Xero, matched to the PO on the Joblogic job.
  • Overdue invoices chased every Monday from your own mailbox, in your tone.
  • Credit checked in Xero before a quote goes, with the quote held on the job if the customer is on stop.

Checked on 28/10/2026 against Joblogic's Xero integration guide and Joblogic on accounting integration.

examples

Built on Joblogic and Xero together

Each one is an example agent or question that reads or writes both systems. Build it as it is, or describe your own version.

  1. 01

    Supplier invoices raised as draft bills in Xero

    Supplier invoice PDFs raised as draft bills in Xero, matched to the PO on the Joblogic job.

    Read the use case: Supplier invoices raised as draft bills in XeroWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Xero

  2. 02

    Overdue invoices chased every Monday

    Invoices 30 to 60 days overdue chased every Monday, in your tone, from your own inbox.

    Read the use case: Overdue invoices chased every MondayWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel, Xero

  3. 03

    On stop? Checked before the quote goes

    Ask on WhatsApp before the quote goes. Xero is checked, and the quote held on the job if they're on stop.

    Read the use case: On stop? Checked before the quote goesWorks with BigChange, Joblogic, Simpro, WhatsApp, Xero, Sage Intacct
01 / 03

how one runs

A supplier invoice, keyed before anyone opens it

One agent watches the folder the invoices land in. Finance approves the drafts in Xero, as they do now.

01

The invoice lands

A supplier invoice arrives as a PDF in the Invoices folder the agent watches in Outlook.

02

The PDF is read

The agent reads the supplier, the lines, the total and the PO number from the attachment.

03

Matched to the job

The PO number is matched to the purchase order on the job in Joblogic.

04

A draft bill in Xero

A draft bill is raised in Xero, and finance is told it is ready, or that it has no PO.

See the use case: Supplier invoices raised as draft bills in Xero

setup

Two connections, each made once

Each system connects on its own card in Integrations. Agents keep their own connection, so a scheduled run never depends on one person staying signed in.

Connect Joblogic

An administrator pastes the Client ID, Client secret and Tenant ID from Joblogic into the Joblogic card in Integrations, and Centrus checks them before saving.

How to connectThe Joblogic setup

Connect Xero

Open Integrations and click Connect on the Xero card, sign in with Xero and pick the organisation. Xero sends invoice emails as the person who connects, so the bookkeeper or a director should do it. Others then click Enable.

How to connectThe Xero setup

the integrationJoblogicJobs, sites, assets and quotes answered from live Joblogic, with quotes raised from the same chat.the integrationXeroAsk the books what is overdue, raise the invoice, and let agents chase and key the rest.

other pairings

questions

Joblogic and Xero questions

Yes, keep it for sales invoices, credit notes, payments and codes. Centrus does not replace it. It reads Joblogic and Xero together and does the work the sync leaves to people, starting with the supplier invoices that arrive in the inbox.

No. It is raised as a draft, so finance approves it in Xero as they do today. An invoice with no PO is flagged to finance rather than guessed at, and every run is logged.

An administrator enters the Client ID, Client secret and Tenant ID from Joblogic once. The bookkeeper or a director connects Xero, because Xero sends invoice emails as whoever connects it. The mailbox the agent watches is connected with Microsoft.

Yes. An engineer or estimator asks on WhatsApp whether a customer is on stop before a quote goes. Centrus checks the account and the aged debt in Xero, and holds the quote on the Joblogic job if they are.
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We take a real supplier invoice PDF through to a draft bill in Xero, matched to a Joblogic job.
  3. 03We pick out the admin that should run itself first.

See Joblogic and Xero working together.

Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing