Xero bookkeeping for mechanics

From job card to paid invoice, in Xero

Each job is traced from the workshop system into Xero, and each parts purchase from the trade counter to the supplier's statement.

• Job cards from your workshop system turned into Xero invoices, with labour and parts on their own lines
• Card payments taken at pick-up matched to the invoices they settle
• Parts bought on trade accounts entered as bills, then ticked off against the supplier's statement before it's paid
• Credits for returned and warranty parts applied to the bills they offset, so they come off the next payment
• Shelf stock of parts held as tracked inventory items in Xero, apart from parts ordered in for a particular job
• Fleet and account customers' invoices followed through to payment, with an aged receivables report each month showing who owes what
• The workshop's bank, card and equipment finance accounts reconciled to each statement, with any differences explained

Businesses by main state or territory

These counts are for the ANZSIC class Other Automotive Repair and Maintenance, which covers mechanical repair and servicing along with other vehicle repair work. Smash repairers, body shops and auto electricians are counted in separate classes, so they are not included here.