Integration JobTread + Xero
The JobTread Xero integration builders have been asking for.
Rivit connects JobTread and Xero so every bill, receipt and invoice is entered once and shows up in both, coded to the right job and cost code.
How JobTread and Xero Connect
Rivit sits between your jobs and your books.
JobTread knows the job. Xero knows the money. Rivit makes sure they agree.
JobTread
- Jobs and site addresses
- Cost codes and cost types
- Vendors and customers
- Customer invoices
Reads each bill, matches the vendor, job and cost code, checks for duplicates and waits for your approval.
Xero
- Chart of accounts
- Tax rates
- Contacts and ABNs
- Bills and sales invoices
What Syncs
What moves between JobTread and Xero.
| Record | Direction | What Rivit does |
|---|---|---|
| Supplier bills | Rivit → JobTread and Xero | Posts the bill to the JobTread job with its cost code and the source document, and to Xero with the account and tax rate. |
| Receipts | Phone → JobTread and Xero | A photo from site becomes a coded bill in both systems. |
| Draft bills | Xero → Rivit → JobTread | Bills already sitting in Xero as drafts are pulled in, coded to a job and cost code, and sent to JobTread. |
| Customer invoices | JobTread → Xero | Invoices raised in JobTread are created in Xero against the right contact, with tax rates mapped. |
| Vendors and contacts | Matched both ways | Suppliers are matched by ABN first, then by name, so one vendor is one vendor in both systems. |
| Cost codes and accounts | Mapped once | Each JobTread cost code and cost type is mapped to a Xero account. Rivit applies the mapping to every bill after that. |
Why It Matters
Double entry is where job costing breaks.
When a bill has to be typed into Xero and again into JobTread, one of them falls behind. Usually the one that tells you whether the job is making money.
- Enter each bill once, see it in both systems
- Job budgets in JobTread update as costs come in
- Xero stays clean for BAS and end of month
- No purchase orders or manual line items required
- Your bookkeeper works in one list, not two logins
- Every synced bill keeps its original document attached
Setup
Connect JobTread to Xero in three steps.
Connect JobTread
Add your JobTread grant key. Rivit reads your jobs, cost codes, vendors and customers.
Connect Xero
Sign in to Xero and approve the connection. Rivit reads your accounts, tax rates and contacts.
Map and go
Match cost codes to accounts once. Exact name matches are confirmed for you. Then send in your first bill.
"I'm actually loving it. I finally know how much each job is making me."
Nino, Ancoro Build"Rivit has eased the chaos of running a construction company for me, finally giving me clarity on my numbers."
Pat, Pattern Construction Co"Rivit saves us one to two hours of bookkeeping every week. My bookkeeper, carpenters and apprentices all use it."
Steve Tonkin, Tommico RenovationsFounder of Rivit. Rivit was built and tested inside Tommico.Questions
JobTread and Xero integration FAQ.
Does JobTread integrate with Xero?
With Rivit, yes. Rivit connects to both and keeps bills and invoices in step between them, so costs appear against the job in JobTread and in the ledger in Xero.
What syncs between JobTread and Xero?
Supplier bills and receipts go to JobTread with the job and cost code attached, and to Xero with the account and tax rate. Customer invoices raised in JobTread are created in Xero. Draft bills already in Xero are pulled into Rivit for coding.
Do I have to re-enter my jobs and cost codes?
No. Rivit reads your jobs, cost codes and vendors from JobTread and your accounts, tax rates and contacts from Xero. You map cost codes to accounts once.
Do I need purchase orders or line items to sync a bill?
No. A job and a cost code are enough. Rivit reads the line items from the document for you.
How does Rivit know which job a bill belongs to?
It reads the delivery or site address on the bill and matches it to the address on the JobTread job. Notes from the person who uploaded the receipt and recent activity on your jobs help decide close calls.
Will it change anything in Xero without my approval?
No. Nothing is synced until a bill is approved in Rivit.
Can my bookkeeper use Rivit without learning JobTread?
Yes. Bookkeepers work in Rivit's bills list and approve from there. Rivit posts to JobTread on their behalf.
Does it work outside Australia?
Yes. Rivit is in use with JobTread builders in Australia and the United States.
See your own bills coded in 20 minutes.
Book a demo and we'll run a handful of your real receipts through Rivit on the call. If it fits, your free trial starts there.