Organize jobs into hierarchical categories
You can organize the line-items in the budget into as many categories as you need. This lets you track job costs both on the category and line-item level.
You can add line-items to Planyard manually or upload them via spreadsheet after estimating has been done.
Organize expenses on the go
Planyard lets you process your expenses via mobile right when they occur. Simply take a photo of a paper receipt or forward your PDF invoice just as you would share files on Facebook. You no longer need to collect paper expenses or mark emails with invoices as “unread”.
We also integrate with Microsoft Outlook, Gmail and other web email solutions, so, you can send invoices to Planyard straight from your inbox.
Submit costs with confidence
Process your expenses with Planyard and have complete visibility for every single article, from estimate through to contract until actual costs. Follow the color-coded warnings when you exceed your plans or contract terms, or whenever an error is made.
Update budget and send pre-approved accounts to accounting automatically
With Planyard, you no longer have to report the same cost documents multiple times. When a cost is submitted, Planyard automatically updates the budget and sends the line-items and costs straight to accounting after approval rounds.
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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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