Small Projects

The small construction projects package makes it easy to manage the inflow on invoices and process them to accounting.

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Easy Invoice Collecting

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:

  • Outlook add-in to upload invoices when browsing email
  • Mobile apps to scan paper receipts and invoices
  • Invoices email to automatically import invoices

Be sure that all the invoices are registered, and nothing falls through the cracks.

Approve the Invoices When You Have Time

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.

Integration With Accounting Eliminates Duplicate Data Entry

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.

Track Your Project Budget In Real-Time

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.

Customers about Planyard

“I would say that Planyard is a great way to easily and conveniently track your job costs in one place. It keeps track of all of the documents and the numbers in one place. 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.”

“Planyard is a live overview of your project. How they are performing financially and it is basically a CVR that is live all the time. I have saved a lot of time! It’s so much easier now that I am less reliant on Excel. When we’ve been awarded a project and we’ve uploaded the project on Planyard, I don’t need to look at spreadsheets anymore.”