
Engineering consultancy · Defence and asset-intensive
Timesheets and invoicing, moved into Microsoft 365 and Xero
Asset Management Associates are reliability, ILS and RAM engineers, a small senior team whose billable hours are the product. Timesheets lived in Harvest, a separate subscription with a separate login that most people opened on Friday afternoon. Every invoice meant typing the same hours again in Xero, and nothing linked an hour to the invoice that billed it.
AMA now runs on a Business OS built on the Microsoft 365 and Xero they already had.
Discuss a build like thisThe system
- Time logged against real projects, in the same place as mail, calendar and documents. Harvest retired
- Approved hours draft straight into a Xero invoice, and those hours are marked billed in the same step
- Hours on an invoice raised directly in Xero can be marked billed against it, so the next run does not bill them again
- Email attachments read and saved into each person's own folder in the business's SharePoint library, with a note of where each came from
- Pay runs drafted from the same approved hours, set up so the hours on a payslip come only from approved timesheets
- Set up so that an invoice, a pay run or any email carrying a file is held for a person to release
Results
- One subscription gone, and with it the step where hours were typed twice
- Recorded hours reach a drafted invoice in one reviewed step, and the same hours set the pay run
- Every action against their accounting system is on a log nobody can edit, including Zeroth
- Built from AMA's own list: each item they raised is now available to the next business that needs it
- No new software on any engineer's machine
The Business OS we built for Asset Management Associates · 1 min 43 s · captions on screen
