During the holidays, we spent time with our loved ones to prepare for the upcoming year. After returning to work, we also added some features our customers requested to make their lives easier. We also added a lot of onboarding and support materials so customers could get started more easily.
Gmail add-on released
Since Gmail is such a popular email provider among our customers, we decided to implement an add-on. As we already have mobile apps and an Outlook add-in, it was also a natural step to help our customers use Gmail.
When installing the Gmail add-on from here, an icon appears on the right side, next to the message body. After logging in with your Planyard credentials, you will be shown all the visible projects. You can click on the project name to forward the invoice to a project.
We have also made a quick video to explain how it works here.
Planyard Gmail Add on One-click upload and register purchase invoices while browsing email.
Watch this video on YouTube
Detailed budget line-item history
Historical information for each project has been available in Planyard for quite some time. Our customers requested that they also see the history of each budget line item over time. This helps them detect anomalies and more easily track the cause of issues.
We will soon be adding quite a few reports to find problematic jobs. The reports will outline line items that had the largest changes to their profitability or revised budget in the last month. Watch out for these additions in the next announcements!
RFQ – reminders for unsubmitted bidders
To ensure that our customers receive as many comparative bids as possible, they often have to follow up with their suppliers. In the past, they had to do this manually via email or phone. We now have added RFQ deadlines and the possibility of sending automatic reminders to the bidders. The automatic reminders will go to bidders who have not yet submitted bids.
Mention colleagues when approving costs.
We could mention a colleague in the application for a long time now. Project managers frequently requested that they could also tell their accountants when approving costs. They can now write @name in the comment box, and the person mentioned will receive a notification. This ensures more transparent communication so that no information gets lost in transmission.
