Shedtally

Xero

Live

Connect your Xero organisation to bring your customers across. Each night Shedtally reads your bank balance, monthly profit and loss, and what you billed each customer, so the money view shows billed against docketed. Read-only: it never changes anything in Xero.

Connect it in setup in about a minute. Disconnect any time.

Telematics file drop

Live

EROAD Depot, Teletrac Navman, Smartrak, Coretex or any system that can export odometer readings by truck and date.

Keeps RUC km left and Foresight current without a driver typing the hubo.

Payroll exports

Live

Approved hours export as a Smartly CSV, an iPayroll spreadsheet or a generic CSV.

Hours come from sign-on and sign-off on the crew’s phones.

Fuel-card statements

Live

Z, BP Plus, Mobil and Waitomo all export CSV statements. Shedtally imports them.

Litres feed the emissions statements per customer.

Spreadsheet import

Live

Trucks, customers and sites, and your people (with their invites) from any spreadsheet.

Shedtally remembers which column is which.

EROAD direct

Beta

Paste your own EROAD API key and every truck’s odometer is pulled in daily, feeding the RUC forecast.

Beta: live in the app, not yet tested with a customer’s own key. The file drop works today either way.

Calendar feed

Live

A private link each person adds to Google, Outlook or Apple Calendar. Drivers see their own jobs; the office sees every job plus COF and rego dates.

Revoke a link any time.

API and webhooks

Live

For your own systems: list and book jobs, and get a signed webhook when a job is booked, a docket is signed or a job is delivered.

Owner-issued keys, with two-factor. Developer guide in the app.

File drop: live today

Three steps, and next time it remembers

  1. 1Export from your systemDownload the CSV or spreadsheet from your telematics, fuel card, payroll or old system
  2. 2Drop it into ShedtallyPick the file, tell Shedtally which column is which (once), and check the preview
  3. 3It’s inRUC km left, emissions, trucks, customers or people update straight away

Xero: live

Connect, approve, done

  1. 1ConnectTap Connect Xero in Shedtally’s setup
  2. 2Approve in XeroSign in to Xero and approve read-only access
  3. 3Customers appearYour Xero customers come across, ready for jobs. Figures refresh each night

Shedtally only reads from Xero and never changes anything in it. You can disconnect it at any time.

Using something else?

If your system can export a spreadsheet, Shedtally can probably take it in. Email sebboardman00@icloud.com with what you use, and we’ll tell you honestly whether it works today.