Xero
01
Verified in Xero
Dan asks on Teams whether Dawson Electrical is verified. The contact in Xero is on the 20% net rate.
The rate, from the contact
Teams, before the payment run
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finance
Check the CIS rate before you pay them.
Before a field service subcontractor is paid, ask their CIS rate in chat. Centrus reads the CIS settings on the contact in Xero, with the open bill and the amount to deduct. The bill stays in Xero for you to pay.
Centrus chat, with finance
KLKate LoweFinance
Today
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how it runs
Behind Dawson's bill.
Kate checked Dawson Electrical at 09:15 on Wed 28/10, before Thursday's payment run. This is the status, the draft, and the list she gets in the morning.
01
Verified, on the contact
Dan asks on Teams whether Dawson Electrical is verified. The contact in Xero is on the 20% net rate.
The rate, from the contact
Works with Teams, Xero02
What to pay them
Kate asks for the payment. A draft in Outlook gives Dan £2,880.00 to pay, with £720.00 deducted.
The deduction in the draft
Works with Outlook, Xero03
On Thursday's payment run
At 08:30 on Thu 29/10 the payment list reaches Kate. Dawson Electrical is on it at the net amount.
Net amount on the list
Works with Xero, Outlook
Teams, before the payment run
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before and after
The same subcontractor bill, two ways.
Dawson Electrical's bill BL-0388 for £3,600.00, checked by Kate at 09:15 on Wed 28/10 before Thursday's payment run.
The rate
Without Centrus: The contact opened in Xero to see if it's 20% or 30%
With Centrus: 20% net, read from the contact in Xero
The deduction
Without Centrus: £720.00 worked out on a calculator beside the bill
With Centrus: £720.00 shown against BL-0388 in the answer
What to pay
Without Centrus: £3,600.00 paid, and the deduction sorted later
With Centrus: £2,880.00 to pay, in a draft for Dan
Thursday morning
Without Centrus: The bill paid gross because the rate was missed
With Centrus: On the payment list at £2,880.00 net
keep going
More in finance and cash flow.
Invoices chased, matched, checked against the contract and sent.
- Overdue invoices chased every MondayPulled from your job system, spreadsheet or Xero. Anyone already replying is skipped, the rest are chased in your tone.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel, Xero
- Raise and send an invoice from chatAsk for the invoice. It's raised in your job system or Xero, or sent as a branded PDF.AskWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Xero
- Invoices checked against the contractBefore it goes, the invoice is reconciled with the POs and timesheets on the job and billed at the contract rates.AutomationWorks with BigChange, Joblogic, Simpro, SharePoint, OneDrive, Google Drive
- Supplier invoices matched to the POEvery line is checked against the PO. Matches update the job cost, and anything out is queried with the supplier.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- On stop? Checked before the quote goesAsk on WhatsApp. Centrus checks the account and the aged debt, and holds the quote if they're on stop.AskWorks with BigChange, Joblogic, Simpro, WhatsApp, Xero, Sage Intacct
- Aged debt by client from Xero in a workbookThe credit control meeting starts with the sheet already built.AskWorks with Excel, Xero
Centrus AIin the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "CIS status checked before a subcontractor is paid" on a setup that matches yours.
- 03We pick out the admin that should run itself first.
Book 30 minutes. Bring a real question.
Ask this every week, or need something that isn't on the list? Bring the question the way your team would put it, and we will show it on a setup like yours. You leave with a plan.
30 minutes / UK team / No lock-inOr see pricing