Approved work. Connected accounts.

Set up once. Review every send.

1. Choose your provider: a full administrator or office staff member opens Accounting and authorises the correct business through Sage or Xero. Your accounting password stays with the provider.
2. Match your workers: confirm each worker’s supplier record, CIS treatment and applicable deduction rate, labour account and VAT settings. Check these against your verified records.
3. Preview the invoice: review the work references, gross amount, VAT, CIS deductions and net payable. Send eligible approved invoices, including day work, hourly work, pricework and released retention.
4. Follow the transfer: use the transfer history to see what was sent and any errors. Duplicate-send protection helps prevent the same invoice being sent again; review existing transfers before retrying.

CIS and VAT, with clear checks.

Keep each worker’s CIS and VAT settings explicit. Check whether standard VAT or construction reverse-charge treatment applies before sending; not every worker or job has the same tax treatment. TradeCore’s preview helps you compare gross labour, deductions and net payable with the invoice.

Your company remains responsible for correct supplier details, verification and tax treatment. The connection does not submit CIS or VAT returns to HMRC.

When does an invoice become paid?

TradeCore checks verified payment records daily or when you request an update. A full matching settlement can mark the linked invoice paid. Sending an invoice to accounting does not itself mark it paid or transfer money to a worker.

Ordinary payments and single full CIS payments can update automatically. Partial or multiple CIS payments, credits, changed bills and amounts that do not match are flagged for review rather than assumed paid. Review the exception against the accounting record before resolving it.

One company, one accounting connection.

Choose Sage Accounting or Xero for your company. Disconnect through Accounting when you need to change provider, then return to the provider choice page. Review outstanding transfers and payments before switching; disconnecting does not delete bills already sent to your accounting software.

Connections are included in every TradeCore plan. Your Sage or Xero subscription is purchased separately. Sage requires UK Accounting Standard or Plus; Sage Start and Sage 50 are not supported. Both connections support UK businesses using GBP.

Read the accounting FAQs or ask us about your setup.