U kunt facturen indienen bij het juiste project zodra u ze ontvangt. Elk project heeft een uniek e-mailadres voor het verzamelen van facturen van onderaannemers en leveranciers.
Gebruik onze Microsoft Outlook Add-In of Google Chrome-extensie voor Gmail om facturen direct vanuit uw e-mail te organiseren, of scan en upload papieren bonnetjes met onze mobiele apps.
Zodra de bestelling van de onderaannemer is geregistreerd, werkt Planyard de kolom met toegezegde kosten in het budget bij, waarbij wordt benadrukt of de vermelde kosten van het item het budget overschrijden. Dit stelt ons in staat om de risico’s van overbesteding van items te visualiseren voordat de facturen arriveren en nauwkeurige prognoses mogelijk te maken.
Als de bouwfase uw budget structureert, ziet u of een fase winstgevend is terwijl u de bestellingen plaatst, niet pas wanneer de facturen arriveren, wanneer het te laat is om actie te ondernemen.
Dus, tijdens de eerste projectkostencontrolevergadering kunt u de prestaties van de eerste projectfasen volgen terwijl de bestellingen worden geplaatst.
Zie hoe Planyard bedrijven zoals het uwe helpt succesvol te zijn - lees hun verhalen in onze 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 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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"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 exactly what I’m after as a business owner: a good-value system that keeps everything in one place, saves me money and makes sure I’m not losing any money on projects. As a businessman, that’s a no-brainer."
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"I’m confident that we can manage multiple projects effectively. We’re currently running three fairly large ones, and the system makes it very clear and easy to manage all of them at once."
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"I chose Planyard because it stood out as the most straightforward and intuitive option on the market. I really wanted a tool that would simplify our existing processes and make everything more efficient, rather than switching to a system that was far too complicated for us to use on a daily basis."
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"Planyard has completely replaced my CVR process. Cost Value Reconciliation is essentially about tracking your budget against your actual spend to see exactly what remains, and that functionality is the absolute essence of the central core of Planyard."
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"For me Planyard is essentially the go to software for SMBs. There are other software packages out there that are a large investment upfront with a significant monthly cost. These are all potential solutions once you get to a very large business but they are not a solution for SMBs."
"Timewise, on a single project, I'd probably save 6 to 8 hours—essentially a full day every month. When it comes to processing monthly payments, it saves me a solid day, perhaps even a day and a half, just in sorting through the invoices. Saving a day and a half of my time means the system pays for itself time and time again."
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