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Accounting handoff pack

The accountant handoff pack is a period-end ZIP export for teams who use SiteHut as their operational and commercial system while keeping Xero, QuickBooks, or their accountant as the statutory ledger.

Use it when a live sync is not enough, a month-end review needs supporting evidence, or an accountant asks for a clean pack of records for a date range.

The pack includes:

  • CSVs for customers, suppliers/subcontractors, issued invoices, invoice payments, approved expenses/bills, purchase orders, payables, approved variations, and project summaries.
  • Invoice, purchase order, and variation PDFs where available.
  • Optional evidence files from approved expenses, invoice payments, and variations.
  • A manifest with workspace details, period filters, selected projects, currency, accounting connection context, and section counts.

SiteHut prepares operational records, approvals, documents, project context, and evidence. Xero, QuickBooks, your accountant, or another accounting system remains the source of truth for statutory accounts, supplier payment, CIS filing, VAT/tax review, payroll, and reconciliation.

Create a pack​

  1. Open Workspace Settings → Integrations.
  2. Open Accountant handoff pack.
  3. Choose the period start and end date.
  4. Choose whether to include PDFs and evidence files.
  5. Select Create handoff pack.

Packs run in the background. When ready, download the ZIP from the same panel. Ready packs expire after 30 days.