Construction budget control software that integrates with MYOB

Track your construction project budget and project profitability on Planyard. Eliminate the need for duplicate data entry and spreadsheets. Set up Planyard and MYOB integration to send pre-approved invoices to MYOB and eliminate the need for duplicate data entry.

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Budget management view

Simplify the vendor and subcontractor bidding and billing process.

Upload your estimated budget to Planyard and track your project costs using our construction budgeting tool. Every time you approve costs, the budget is updated automatically. This means that project profitability is always up to date without any manual work.

Send out your bid requests to subcontractors just like you would via email. Enter the RFQ name and description of the tender, upload technical specifications, and select the related budget lines. Planyard will send automatic bid requests with a link where your suppliers can upload their bids.

Approving construction project invoice

The project manager approves the invoices in Planyard

After you have signed a contract with the subcontractor or sent out the purchase order, it’s time to approve costs. Forward invoices to Planyard via our mobile apps, email client integrations, or your unique accounts payable email address.

When the project manager is in the office again, they can select the budget lines to which the cost is connected and approve the costs. As soon as they approve the invoice, the budget, the subcontract, and the purchase order are updated automatically, and a prefilled draft invoice is ready for the accountant to process in MYOB.

Construction bill sent to MYOB from the Planyard construction software

Approved construction invoice is automatically sent to MYOB

When you approve your invoice, it will automatically be sent to MYOB. The quantities and price from Planyard will be sent to MYOB along with the original invoice document.

When the accountant receives the invoice, they only need one click to approve it and pay the expense. This workflow ensures that no invoices are paid out above what was initially agreed with the supplier. This is because the project team knows best whether an invoice is in the correct amount or not.

Connect your budget line items with your MYOB chart of accounts

You can optionally connect your budget line items with the right accounting accounts on Planyard. This eliminates the need to select the corresponding accounting accounts on MYOB manually.

This means that the accountant and project manager have one less step to worry about. Accountants won’t have to chase project managers for details about the expense, such as which line item, cost code, and project it’s related to. The project manager already filled it out on the pre-approved invoice.

All of your MYOB and Planyard contacts are in sync

When you have connected MYOB and Planyard, all of your contacts will be loaded into Planyard. This syncing happens every time you log onto Planyard, so you can be sure you always have duplicate contacts in both systems.

When you create a contact in Planyard, it will be pushed to MYOB as soon as you approve a cost. So it doesn’t matter which software you use to create the contacts.

Customers about Planyard

"Planyard's integration with Xero has streamlined our project financials, providing clear insights and saving us valuable time. It's easy to use and keeps all commitments organized for seamless financial tracking."

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"Planyard saves us 3-4 days per project by simplifying financial tracking and cutting out double data entry. It’s user-friendly and lets us focus on our main tasks."

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"Planyard is basically a live CVR and saves time by making Excel unnecessary. Once a project’s set up, I can rely on Planyard to stay organized without spreadsheets."

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"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."

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