{"id":10816,"date":"2025-04-04T10:49:04","date_gmt":"2025-04-04T10:49:04","guid":{"rendered":"https:\/\/planyard.com\/planyard-essential-functionality-setup"},"modified":"2025-05-19T17:07:16","modified_gmt":"2025-05-19T17:07:16","slug":"planyard-oluliste-funktsioonide-seadistamine","status":"publish","type":"page","link":"https:\/\/planyard.com\/et\/planyard-oluliste-funktsioonide-seadistamine","title":{"rendered":"Oluliste funktsioonide seadistamise juhend"},"content":{"rendered":"\n<p>Planyardi olulised funktsioonid kaotavad tabelarvutustabelid, lihtsustades kulude hindamist, klientide pakkumisi, arvete t\u00f6\u00f6tlemist ja reaalajas eelarve j\u00e4lgimist automatiseeritud eelarve uuenduste ja sujuva raamatupidamise integreerimisega.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Kulude hindamine ja klientide pakkumised<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Siin on&nbsp;<a href=\"https:\/\/planyard.com\/et\/planyardi-kulude-hindamise-ja-pakkumise-funktsionaalsuse-koolitusvideod\" target=\"_blank\" rel=\"noreferrer noopener\">4-minutiline juhendatud video<\/a>&nbsp;kiireks alustamiseks.<\/li>\n\n\n\n<li>Minge\u00a0<a href=\"https:\/\/app.planyard.com\/company\/settings#\/company\/settings\" target=\"_blank\" rel=\"noreferrer noopener\">Ettev\u00f5te \u2192 Seaded<\/a>, et sisestada oma ettev\u00f5tte andmed\u2014need lisatakse automaatselt teie PDF-pakkumistele.<\/li>\n\n\n\n<li>Vaadake \u00fcle ja uuendage oma pakkumise tingimuste malli\u00a0<a href=\"https:\/\/app.planyard.com\/company\/settings#\/company\/settings?tab=features\" target=\"_blank\" rel=\"noreferrer noopener\">Ettev\u00f5te \u2192 Ettev\u00f5tte\u00fclesed funktsioonid \u2192 Kliendi pakkumise tingimused.<\/a><\/li>\n\n\n\n<li>Kohandage oma hindamistoru\u00a0<a href=\"https:\/\/app.planyard.com\/company\/settings#\/company\/settings?tab=features\">Ettev\u00f5te \u2192 Ettev\u00f5tte\u00fclesed funktsioonid<\/a> \u2192 Eelarve etapid &amp; Kliendi pakkumise tingimused.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Projekti eelarve kontroll ja arvete t\u00f6\u00f6tlemine<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/youtu.be\/oWLReUavnDY\">Vaadake seda 2-minutilist sissejuhatavat videot<\/a>, et \u00f5ppida, kuidas t\u00f6\u00f6delda allt\u00f6\u00f6v\u00f5tjate ja tarnijate arveid automatiseeritud eelarve uuenduste ja sujuva raamatupidamise integreerimisega.<\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Alustage oma j\u00e4rgmist projekti Planyardis: minge Planyard \u2192 Projektid \u2192 Loo projekt, seej\u00e4rel j\u00e4rgige l\u00fchikesi 1\u20132-minutilisi video juhendeid, et laadida oma algne projekti eelarve tabelarvutustabelist \u00fcles.<\/li>\n\n\n\n<li>Parimad viisid tarnijate ja allt\u00f6\u00f6v\u00f5tjate arvete sidumiseks oma projektidega:<\/li>\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=2vl0Y8rcoHs&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">Impordi arved automaatselt<\/a>&nbsp;oma&nbsp;ostuarvete e-posti kaudu&nbsp;(k\u00f5ige populaarsem).<\/li>\n\n\n\n<li>T\u00f6\u00f6tle arveid otse&nbsp;<a href=\"https:\/\/www.youtube.com\/watch?v=-eJj0xiNqUs&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">Outlookist<\/a>&nbsp;v\u00f5i&nbsp;<a href=\"https:\/\/www.youtube.com\/watch?v=aYRBl17hUEU&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">Gmailist<\/a>&nbsp;meili sirvimise ajal.<\/li>\n\n\n\n<li>Skaneeri&nbsp;paberarved mobiiliga\u2014igal ajal, igal pool.&nbsp;<a href=\"https:\/\/www.youtube.com\/watch?v=1QhcGHX49bE&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">iPhone<\/a>&nbsp;&amp;&nbsp;<a href=\"https:\/\/www.youtube.com\/watch?v=2eLWF1dFt8Q&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">Android<\/a><\/li>\n<\/ol>\n<\/li>\n\n\n\n<li>Automatiseeri arvete t\u00f6\u00f6tlemine raamatupidamisse:<\/li>\n\n<ol class=\"wp-block-list\">\n<li>Integreeri&nbsp;<a href=\"https:\/\/central.planyard.com\/planyard-xero-integration\" target=\"_blank\" rel=\"noreferrer noopener\">Xero<\/a><strong>,&nbsp;<\/strong><a href=\"https:\/\/central.planyard.com\/planyard-quickbooks-integration\" target=\"_blank\" rel=\"noreferrer noopener\">QuickBooks<\/a><strong>,&nbsp;<\/strong><a href=\"https:\/\/central.planyard.com\/planyard-sage-accounting\" target=\"_blank\" rel=\"noreferrer noopener\">Sage<\/a>&nbsp;v\u00f5i&nbsp;<a href=\"https:\/\/central.planyard.com\/planyard-myob-integration\" target=\"_blank\" rel=\"noreferrer noopener\">MYOB<\/a>&nbsp;et v\u00e4ltida k\u00e4sitsi andmete sisestamist.<\/li>\n\n\n\n<li>V\u00f5i laske&nbsp;<a href=\"https:\/\/central.planyard.com\/connect-accountants-email-for-notifications\" target=\"_blank\" rel=\"noreferrer noopener\">Planyardil automaatselt saata<\/a>&nbsp;projektijuhi v\u00f5i peat\u00f6\u00f6v\u00f5tja kinnitatud arved otse teie raamatupidaja e-posti aadressile.(Sobib testimise ajal)<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Planyardi olulised funktsioonid kaotavad tabelarvutustabelid, lihtsustades kulude hindamist, klientide pakkumisi, arvete t\u00f6\u00f6tlemist ja reaalajas eelarve j\u00e4lgimist automatiseeritud eelarve uuenduste ja sujuva raamatupidamise integreerimisega. 1. Kulude hindamine ja klientide pakkumised 2. Projekti eelarve kontroll ja arvete t\u00f6\u00f6tlemine<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-smallheader.php","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"page_intent":[],"page_type":[],"class_list":["post-10816","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Planyardi oluliste seadistuste juhend \u2013 V\u00e4ikestele ehitusettev\u00f5tetele<\/title>\n<meta name=\"description\" content=\"Alustage Planyard Essentialiga minutitega. 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See kiire seadistusjuhend aitab v\u00e4ikestel ehitusettev\u00f5tetel liikuda tabelarvutustest reaalajas eelarve j\u00e4lgimise, pakkumiste ja arvete haldamise juurde\u2014ilma konsultantide v\u00f5i IT-ta.","og_url":"https:\/\/planyard.com\/et\/planyard-oluliste-funktsioonide-seadistamine","og_site_name":"Planyard Eesti","article_modified_time":"2025-05-19T17:07:16+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minut"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/planyard.com\/et\/planyard-oluliste-funktsioonide-seadistamine","url":"https:\/\/planyard.com\/et\/planyard-oluliste-funktsioonide-seadistamine","name":"Planyardi oluliste seadistuste juhend \u2013 V\u00e4ikestele ehitusettev\u00f5tetele","isPartOf":{"@id":"https:\/\/planyard.com\/et#website"},"datePublished":"2025-04-04T10:49:04+00:00","dateModified":"2025-05-19T17:07:16+00:00","description":"Alustage Planyard Essentialiga minutitega. 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