Welcome to the ‘Buildxact Kickstarter for Project Finances’ programme, which focuses on getting control of your project finances and getting the most out of your Buildxact.

These workshops with Anna from FREE UP, videos and downloads will help you get Buildxact right the first time - so you can avoid the costly mistakes and wasted time when you try to work it out yourself.

You’ll quickly learn how to make your business processes work brilliantly with Buildxact, all the best features and how to avoid typical mistakes.

This programme will show you how to use Buildxact to get control of your of finances in the following ways:

  • Get visibility of each project’s profitability, so you know you’re on budget

  • Track variations easily, so there are no nasty surprises

  • Ensure that all costs are on-charged, so you’re not out of pocket

  • Data is entered only once, which saves time and keeps everyone up to date

In this programme, you’ll receive:

  • 1-to-1 workshops with Anna Brooks from FREE UP, a NZ-based Buildxact partner and Xero Certified Advisor

  • Access to best practice business processes for using Buildxact

  • ‘Behind the scenes’ Buildxact set up

  • 1-to-1 training for Administrators

  • Templates and downloadable process templates

Topics

Take a look at the programme below

    1. Introduction

      FREE PREVIEW

    2. How we will use this course

    1. What's next?

    2. Introduction to Estimate Costings

    3. Creating a job

    4. Purchasing and receiving costs

    5. Work Orders and Internal costs

    6. Variations

    7. Contract invoicing

    8. Accounting Integration

    1. What are we working on?

    2. Financials Workshop - agenda and make a booking

    3. Buildxact Financial Processes & Accounting System connection

    4. Gotchas!

    1. What are we working on?

    2. Financials Training - agenda and make a booking

    3. Buildxact Financials Training Slides

    1. Creating a Purchase Order from a Recipe

    2. Raising and receipting Purchase Orders across multiple cost categories

    3. Adjusting Work Orders

    4. How to adjust a received Purchase Order

    5. Syncing with Xero

    6. How do you know if Buildxact has sync'd your data to Xero?

    1. Using Variations in Buildxact

    2. Variations for Cost + Margin projects

    3. Downloads

About this course

  • $2,095.00
  • 31 lessons
  • 0.5 hours of video content