Retention Track

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Makes it simple to track your project dates, invoices, receipts and variations and helps automate your claims process specific to your local act.
Setup: 3 minutes

About the integration

Fergus and Retention Track both integrate with Xero. When Fergus creates invoices for retentions, a portion of the invoice should be allocated to a retentions account in Xero, and not the sales account.

Retention Track will integrate with Xero, pick up this retention money and allocate it against a retention contract - ensuring you're not paying Tax on the retention value and that the money is collected as soon as available.

Want to explore Fergus + Retention Track?

Integration Features

Real-Time Retention Visibility

See every retention balance and due date across all your contracts in one place, live. No more surprise shortfalls when retentions finally come due - you always know what's owed and when.

Automated Reminders & Invoicing

Retention Track sends reminders, progress claims, and final invoices automatically, so nothing slips through the cracks. Chase less, collect more, without the manual follow-up.

Faster, Cleaner Reconciliation

Cut monthly reconciliation time dramatically and leave manual journals and spreadsheets behind. Far less admin spent chasing retentions or fixing the books at month-end.

A Clearer Financial Position

Retentions are tracked as the correct assets, giving you an accurate balance sheet and a truer view of profitability. Make decisions on real numbers, not estimates.

Up & Running in Minutes

Set up your account in 3 minutes, log a contract in 2, and raise invoices and payments in 1. Tracking a retention back? That takes seconds.

Information

Available Regions

🇦🇺 AU
🇳🇿 NZ
🇬🇧 UK

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You're leaving money on the job

  • See your true profit on every job
  • Everything in one place
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