It reads the ledger you already keep.
Retention Track does not ask you to re-enter your jobs. It connects to the system your invoices already live in and finds the retention sitting in them.
The deepest integration. Reads both sides of the ledger, so it powers subcontractor tracking and head contractor mode.
- Retention debtors account mapped and synced
- Credit notes pushed where you invoiced in full
- Accounts payable read for head contractor mode
- Certified on the Xero App Store
Live for subcontractors. Maps a retention debtors account and syncs your customer invoices.
- Retention found in customer invoices
- Retention debtors account mapped
- Head contractor mode runs on Xero today — tell us if you need it on MYOB
Job management. Identifies the jobs and invoices that carry retention so contracts arrive part filled.
- Jobs matched to contracts
- Invoices attached automatically
- Useful alongside an accounting connection, not instead of one
Not on this list? Retention Track still works if you enter contracts and invoices directly, and we are actively adding connections. Tell us what you run on and we will let you know when it lands.
Accounting data, not documents.
Retention Track works from the line items you already post and the contract terms you enter once. That is what keeps the numbers reconciled to your ledger every morning rather than to a document somebody typed up months ago.
Integration questions
What if my accounting system is not listed?
You can still use Retention Track by entering contracts and invoices directly. You lose the automatic discovery and the credit note push, but the register, the dates and the payment claims all work the same way.
Will it change my books without asking?
Credit notes are pushed to move retention off trade receivables, and you configure that when you connect. Nothing else is written back.
Can my bookkeeper have their own login?
Yes. Users are unlimited and a bookkeeper can be added to more than one client workspace.
Get your retention money back easily.
Set it up once. Ten minutes a week after that.