Planyard invoices collecting tools make it easy for all the project stakeholders to collect invoices or paper receipts. It just takes one click to upload them on Planyard right when they are received.
Use the:
Be sure 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 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 project manager 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 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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No credit card required. No sales or IT support needed.
