Features for accounting and finance
Approved invoices are sent to accounting
When a project manager approves an invoice or a receipt in Planyard, the system automatically sends the approved costs along with the original invoice or receipt over to accounting. These costs are ready for payment.
There is no need to enter the line-items and allocated costs into your accounting software. The budget along with the allocated line item details are managed in Planyard.
The accounting can use the coding that they need for tax reporting.
Get the full details
When a project manager pre-approves an invoice, it is sent to accounting software automatically.
Apart from that, you’ll also receive an email that contains both the original invoice and a detailed overview of line-items - how much needs to be paid and how much is still free in the budget.
If the project manager has made an error when entering the details, you can request for a correction to make sure that the accounting is aligned with the budget management.
All invoices and details are stored and accessible
Planyard stores all the invoice files along with approval details, contracts, change orders, progress reports and other related information.
There is no need for creating digital folders or, worse, printing things out on paper to store them in physical folders.
All the financial information is easy to access through logs and powerful search.
In the rare case that your accounting software and Planyard show different numbers, you can compare numbers by subcontractor or by invoice.
First class support during and after implementation
and support chat
inside the app
with how-to articles
“We have reduced the time it takes to process purchase orders several times over. Today, a few seconds for a quick visual check is all that’s needed by the accountant to approve a purchase order.
“We have gotten rid of copy-paste completely.”
Chief Accountant at Kaamos Group
Your data is safe with us
Kept in Google Cloud
Google Cloud Compute corresponds to the highest security standards. Your data is hosted physically in Google's European servers.
We back up your data regularly. This means that if someone in your company accidentally deleted something big, you can restore it.
Two-step verification (password + a second factor such as a phone confirmation) reduces the risk of someone gaining access to your data.
Access Rights Control
Access can be limited on a user and project level. Not everyone needs to see everything.
You can always take your data with you. Whether this is for additional analysis or moving to a new tool.
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