Retention Track

fergus logo
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

Retention Track turns the retentions on your Fergus jobs into a live, managed schedule, so you always know how much you're owed and you never chase it with a spreadsheet.

Connect your Fergus account to Retention Track and link a job to a retention contract. Because your Fergus invoice numbers match your Xero invoices, Retention Track automatically pulls in the matching invoices and tracks the retention on them, with no manual importing. Retention stays separated from your sales income, so you're not paying tax on money you haven't received yet, and you're alerted the moment each retention becomes claimable.

When it's time to claim, Retention Track generates compliant payment claims in line with the Construction Contracts Act (NZ) or your state's Security of Payment Act (AU), and walks you through every step

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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Goodbye paperwork. Hello Fergus.

Our 20,000+ trades businesses have slashed their admin, are getting paid faster, and are finally enjoying their weekends again.

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