Sage Accounting Construction Integration

Manage Procurement and Follow Your Project Costs in Planyard

Upload your estimated budget to Planyard and follow your project costs using our construction budgeting tool. Every time you approve costs, the budget gets updated automatically. This means that the 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, description of the tender, upload technical specifications, and select the related budget lines. Planyard will send out automatic bid requests with a link, where your suppliers can upload their bids themselves.

The Project Manager Approves the Costs in Planyard When They Receive Them

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, via our email client integrations, or via your unique accounts payable email address.

When the project manager is in the office again, they can select the budget lines the cost is connected to and approve the cost. As soon as they approve the cost, the budget, the subcontract, and the purchase order get updated automatically.

Approved Construction Invoice is Automatically Sent to Sage Accounting

As soon as you approve your invoice, it gets automatically sent to Sage. The quantities and price from Planyard will be sent to Sage together with the original invoice document.

When the accountant receives the invoice, they only need one click to approve the invoice and pay out the expense. This workflow ensures that no invoices get 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 Sage Accounting Chart of Accounts

You can optionally connect your budget line-items with the right accounting accounts on Planyard. This eliminates the need for manually selecting the corresponding accounting accounts on Sage.

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 in on the pre-approved invoice.

All of your Sage and Planyard contacts are in sync

When you have connected Sage 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 that you always have the same contacts in both systems.

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