Since our last product updates announcement, much of our team has taken well-deserved holidays to more efficiently add value to our customers. A big part of our focus for the past few months was on adding additional accounting integrations and improving the ones we already have in place. Additionally, we listened to a lot of our customer feedback and optimized many parts there.
Sage Business Cloud integration
One of the newly added integrations is with Sage Accounting. It functions very similarly to how our Xero and QuickBooks integrations work – upon approval of a bill to be paid, the invoice lines get sent to Sage with the correct accounting accounts attached so that the accounting can just pay it out. You can read more on the detailed page about how Planyard integrates with the Sage Business cloud.
MYOB accounting integration
The other business/accounting software that Planyard now integrates with is MYOB. It works exactly like Xero, QB, and Sage. The only minor difference is, that for MYOB to properly work, the accounting accounts must be assigned to each budget item. Xero and QB also work without it. We have a detailed write-up about the benefits of integrating Planyard and MYOB.
Xero and QuickBooks improvements
We have added multiple improvements to how we send data to Xero and QuickBooks. When validation errors occur, we now notify our users so that they can make the required change and that the data can still properly be synced. This is enabled by default and does not need to be configured explicitly.
Additionally to that, we now have the possibility of attaching tracking categories to your projects so that this data can automatically be sent to Xero when you approve costs.
Pinned projects list
Many of our customers have a lot of projects going on at one time or have projects in the warranty period. Not all of the projects demand the same attention and have to be listed on the dashboard by default. This is why we added a way to pin your most important projects to your dashboard so that you can only focus on the ones that matter the most. Don’t worry though, if you don’t pin any projects then all of the active ones will be shown there.
Some additional changes we made don’t deserve their own section, but still, need to be mentioned.
For example, we fixed an annoying issue with filling out forms that we had for a long time. When a cell was selected, then the first character was not recognized by the input and this confused our users. We were now able to resolve it to make work more efficient and intuitive.
There is also now a possibility to make a copy of a subcontractor progress report (retainage, claim) when archiving the document. This means that if you need to make adjustments to an already approved progress report, you can easily copy over the old values to adjust them.
One of the last improvements is to contract retainages. Our users can now define for each progress report the amount they want to retain to allow for more complicated workflows or agreements made with the subcontractors. This enables workflows that reflect the flexible agreements made in real life.
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