Reduce manual work and errors
Receive invoices pre-approved by construction project managers via email or to your accounting software. This allows you to keep track of your job costs in one software and the general ledger in your accounting software.
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Pre-approved construction invoices are sent to accountants or accounting software
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 your accounting software. 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.
You accountants can use the coding that they need for tax reporting.
Get the full details and context
When a project manager pre-approves an invoice, it is sent to accounting software automatically.
In addition to that, you’ll also receive an email that contains both the original invoice and a detailed overview of line items. You can see in the overview how much needs to be paid and how much is still free in the budget.
You can also request a correction if the project manager has made an error when entering the details
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.
You do not need to create digital folders or, worse, print things out on paper to store them in physical folders.
You can access all of the financial information through logs and our powerful search functionality.
In the rare case that your accounting software and Planyard show different numbers, you can drill down. You can easily look at costs grouped by subcontractors or the invoice itself.
Our customers about us
“I wanted to escape the spreadsheets, escape the manual data entry, and look for ways to stay on top of the budget numbers. It’s challenging within a development company to keep on top of your numbers.
So I came across Planyard in a search to improve the budget management processes and, to make my own life easier.
Planyard does that, and it takes your project budget and puts it very clearly on screen for you so you have a live real-time picture of where your project budget is at any given point.”
Manager, Higgihaus Developments
“I have been working on cloud accounting tools like Xero and Quickbooks which are excellent, but they don’t have a specific construction-based costing tool.
Construction companies rely on expensive quantity surveyors and project managers to do a lot of data input on packages such as Excel which takes them away from focusing on value-added activities and driving the profit growth.
When I came across Planyard, I was relieved that there was finally a solution to this problem. Quotes, subcontract orders, purchase orders, invoices, progress bills, etc are put on the system and it’s linked directly to the budget, CVRs, subcontractors, and the suppliers. This is making people’s lives a lot easier. Data is at hand, it’s automated and it gets everyone away from the out-dated requirement to fill out spreadsheets.”
ACMA & CGMA, Director, Live Management Accounts Ltd
“I would say that Planyard is a great way to easily and conveniently track your job costs in one place. It keeps track of all of the documents and the numbers in one place.
If there’s some problem with the budget, it just tells you what you need to fix and you’ll be fine. It really just kind of thinks a step ahead for you.”
Partner, TITN Development
“We save four working days each month per project manager. The biggest efficiency booster came from getting rid of duplicate data entry.”
Head of Construction, Kaamos Group
“We wanted to know before a project finished whether we were going to make a profit or not. Planyard has allowed us to do that. We can see exactly which jobs are profitable and which ones are not, so that we can make changes on the go.”
Member Of The Board, Hausers
Still using Excel for budget management?
There’s a better way.
Spreadsheets are not the best way for managing job costs
- It’s too easy to make mistakes;
- You can’t see behind the numbers;
- It’s hard to standardize and ensure compliance;
- There’s no real-time overview of profitability forecasts;
- It means duplicate work for PMs and accountants.
Planyard saves time and nerves
Follow your budget in real time and take immediate action when errors occur. Job costs are organized, and fully searchable and accessible for forecasting, project management and more.