{"id":11481,"date":"2025-04-04T10:49:04","date_gmt":"2025-04-04T10:49:04","guid":{"rendered":"https:\/\/planyard.com\/planyard-essential-functionality-setup"},"modified":"2025-05-19T17:26:29","modified_gmt":"2025-05-19T17:26:29","slug":"planyard-essentiele-functionaliteit-installatie","status":"publish","type":"page","link":"https:\/\/planyard.com\/nl\/planyard-essentiele-functionaliteit-installatie","title":{"rendered":"Essenti\u00eble Functionaliteit Installatiehandleiding"},"content":{"rendered":"\n<p>De essenti\u00eble functies van Planyard elimineren spreadsheets door kostenramingen, klantoffertes, factuurverwerking en realtime budgetbewaking te stroomlijnen met geautomatiseerde budgetupdates en naadloze boekhoudintegratie.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Kostenraming &amp; Klantoffertes<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Hier is een&nbsp;<a href=\"https:\/\/planyard.com\/nl\/planyard-kostenraming-en-offertefunctionaliteit-trainingsvideos\" target=\"_blank\" rel=\"noreferrer noopener\">4-minuten durende begeleide video<\/a>&nbsp;om snel aan de slag te gaan.<\/li>\n\n\n\n<li>Ga naar\u00a0<a href=\"https:\/\/app.planyard.com\/company\/settings#\/company\/settings\" target=\"_blank\" rel=\"noreferrer noopener\">Bedrijf \u2192 Instellingen<\/a>\u00a0om uw bedrijfsgegevens in te voeren\u2014deze worden automatisch toegevoegd aan uw PDF-offertes.<\/li>\n\n\n\n<li>Bekijk en werk uw\u00a0offertevoorwaarden sjabloon bij onder\u00a0<a href=\"https:\/\/app.planyard.com\/company\/settings#\/company\/settings?tab=features\" target=\"_blank\" rel=\"noreferrer noopener\">Bedrijf \u2192 Bedrijfsbrede functies \u2192 Klantoffertevoorwaarden.<\/a><\/li>\n\n\n\n<li>Pas uw ramingspipeline aan onder\u00a0<a href=\"https:\/\/app.planyard.com\/company\/settings#\/company\/settings?tab=features\">Bedrijf \u2192 Bedrijfsbrede functies<\/a> \u2192 Budgettering pipeline stadia &amp; Klantoffertevoorwaarden.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Projectbudgetbeheer &amp; Factuurverwerking<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/youtu.be\/oWLReUavnDY\">Bekijk deze 2-minuten durende introductievideo<\/a>\u00a0om te leren hoe u onderaannemer- en leveranciersfacturen verwerkt met geautomatiseerde budgetupdates en naadloze boekhoudintegratie. <\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Start uw volgende project op Planyard: Ga naar Planyard \u2192 Projecten \u2192 Project aanmaken, en volg de korte 1\u20132 minuten durende videogidsen om uw startprojectbudget vanuit een spreadsheet te uploaden.<\/li>\n\n\n\n<li>Beste manieren om leveranciers- en onderaannemerfacturen aan uw projecten te koppelen:<\/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\">Auto-importeer facturen<\/a>\u00a0via uw\u00a0crediteuren e-mail\u00a0(meest populair).<\/li>\n\n\n\n<li>Verwerk facturen direct vanuit\u00a0<a href=\"https:\/\/www.youtube.com\/watch?v=-eJj0xiNqUs&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">Outlook<\/a>\u00a0of\u00a0<a href=\"https:\/\/www.youtube.com\/watch?v=aYRBl17hUEU&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">Gmail<\/a><strong>\u00a0<\/strong>terwijl u uw e-mail bekijkt.<\/li>\n\n\n\n<li>Scan\u00a0papieren bonnetjes via mobiel\u2014altijd en overal.\u00a0<a href=\"https:\/\/www.youtube.com\/watch?v=1QhcGHX49bE&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">iPhone<\/a>\u00a0&amp;\u00a0<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>Automatiseer factuurverwerking naar boekhouding:<\/li>\n\n<ol class=\"wp-block-list\">\n<li>Integreer met\u00a0<a href=\"https:\/\/central.planyard.com\/planyard-xero-integration\" target=\"_blank\" rel=\"noreferrer noopener\">Xero<\/a><strong>,\u00a0<\/strong><a href=\"https:\/\/central.planyard.com\/planyard-quickbooks-integration\" target=\"_blank\" rel=\"noreferrer noopener\">QuickBooks<\/a><strong>,\u00a0<\/strong><a href=\"https:\/\/central.planyard.com\/planyard-sage-accounting\" target=\"_blank\" rel=\"noreferrer noopener\">Sage<\/a>, of\u00a0<a href=\"https:\/\/central.planyard.com\/planyard-myob-integration\" target=\"_blank\" rel=\"noreferrer noopener\">MYOB<\/a>\u00a0om handmatige gegevensinvoer te elimineren.<\/li>\n\n\n\n<li>Of laat&nbsp;<a href=\"https:\/\/central.planyard.com\/connect-accountants-email-for-notifications\" target=\"_blank\" rel=\"noreferrer noopener\">Planyard automatisch verzenden<\/a>&nbsp;door de projectmanager- of kostendeskundige goedgekeurde facturen direct naar de e-mail van uw accountant.(Geschikt tijdens het testen)<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>De essenti\u00eble functies van Planyard elimineren spreadsheets door kostenramingen, klantoffertes, factuurverwerking en realtime budgetbewaking te stroomlijnen met geautomatiseerde budgetupdates en naadloze boekhoudintegratie. 1. Kostenraming &amp; Klantoffertes 2. Projectbudgetbeheer &amp; Factuurverwerking<\/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-11481","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>Planyard Essenti\u00eble Installatiehandleiding \u2013 Voor Kleine Bouwondernemers<\/title>\n<meta name=\"description\" content=\"Begin binnen enkele minuten met Planyard Essential. 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