The small construction projects package makes it easy to manage the inflow of invoices and process them to accounting.
Planyard invoice collection tools make it easy for all the project stakeholders to collect invoices or paper receipts. It just takes one click to upload them to Planyard right when they are received.
Use the:
Ensure that all the invoices are registered, and nothing falls through the cracks.
Open Planyard, where all the collected invoices are waiting for approval. One click opens the invoice straight into your browser screen.
Label the invoice against the budget, check the remaining budget, and click approve, then the budget gets automatically updated and the invoices are automatically sent to the accounting department.
No credit card required. No sales or IT support needed.
Use the email integration to send the invoices that are approved on Planyard to your accountant’s email.
Set up Planyard integration with Xero, QuickBooks, and more, to eliminate the need to manually send emails or paper invoices to the accounting department.
The invoices that are approved on Planyard get automatically registered on the accounting system and are ready to be processed by the accountant without any manual data entry.
Planyard automatically updates the project budget while the quantity surveyor approves the invoices. So all the relevant stakeholders can have a real-time picture of where your project budget is at any given point.
The budget view lets you track everything from estimated costs against your approved costs, as well as ultimately know exactly what jobs were profitable and which were not.
See how Planyard helps businesses like yours succeed - read their stories in our blog.
"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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No credit card required. No sales or IT support needed.