{"id":14135,"date":"2025-04-04T10:49:04","date_gmt":"2025-04-04T10:49:04","guid":{"rendered":"https:\/\/planyard.com\/planyard-essential-functionality-setup"},"modified":"2025-05-19T19:30:00","modified_gmt":"2025-05-19T19:30:00","slug":"guide-for-att-stalla-in-grundlaggande-funktioner","status":"publish","type":"page","link":"https:\/\/planyard.com\/sv\/guide-for-att-stalla-in-grundlaggande-funktioner","title":{"rendered":"Guide f\u00f6r att st\u00e4lla in grundl\u00e4ggande funktioner"},"content":{"rendered":"\n<p>Planyards grundl\u00e4ggande funktioner eliminerar kalkylblad genom att effektivisera kostnadsber\u00e4kning, kundofferter, fakturahantering och budgetuppf\u00f6ljning i realtid med automatiska budgetuppdateringar och s\u00f6ml\u00f6s integration med bokf\u00f6ringen.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Kostnadsber\u00e4kning &amp; Kundofferter<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>H\u00e4r \u00e4r en&nbsp;<a href=\"https:\/\/planyard.com\/sv\/planyard-kostnadsberakning-och-offertfunktionalitet-utbildningsvideor\" target=\"_blank\" rel=\"noreferrer noopener\">4-minuters videoguide<\/a>&nbsp;f\u00f6r att snabbt komma ig\u00e5ng.<\/li>\n\n\n\n<li>G\u00e5 till\u00a0<a href=\"https:\/\/app.planyard.com\/company\/settings#\/company\/settings\" target=\"_blank\" rel=\"noreferrer noopener\">F\u00f6retag \u2192 Inst\u00e4llningar<\/a>\u00a0f\u00f6r att ange dina f\u00f6retagsuppgifter\u2014dessa l\u00e4ggs automatiskt till i dina PDF-offerter.<\/li>\n\n\n\n<li>Granska och uppdatera din offertmall under\u00a0<a href=\"https:\/\/app.planyard.com\/company\/settings#\/company\/settings?tab=features\" target=\"_blank\" rel=\"noreferrer noopener\">F\u00f6retag \u2192 F\u00f6retagsomfattande funktioner \u2192 Kundoffertvillkor.<\/a><\/li>\n\n\n\n<li>Anpassa din ber\u00e4kningspipeline under\u00a0<a href=\"https:\/\/app.planyard.com\/company\/settings#\/company\/settings?tab=features\">F\u00f6retag \u2192 F\u00f6retagsomfattande funktioner<\/a> \u2192 Budgeteringspipeline-steg &amp; Kundoffertvillkor.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Projektbudgetkontroll &amp; Fakturahantering<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/youtu.be\/oWLReUavnDY\">Titta p\u00e5 denna 2-minuters introduktionsvideo<\/a>\u00a0f\u00f6r att l\u00e4ra dig hur du hanterar underleverant\u00f6rs- och leverant\u00f6rsfakturor med automatiska budgetuppdateringar och s\u00f6ml\u00f6s integration med bokf\u00f6ringen. <\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Starta ditt n\u00e4sta projekt p\u00e5 Planyard: G\u00e5 till Planyard \u2192 Projekt \u2192 Skapa projekt, och f\u00f6lj de korta 1\u20132 minuters videoguiderna f\u00f6r att ladda upp din startbudget fr\u00e5n ett kalkylblad.<\/li>\n\n\n\n<li>B\u00e4sta s\u00e4tt att l\u00e4nka leverant\u00f6rs- och underleverant\u00f6rsfakturor till dina projekt:<\/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\">Importera fakturor automatiskt<\/a>\u00a0via din\u00a0leverant\u00f6rsreskontra e-post\u00a0(mest popul\u00e4rt).<\/li>\n\n\n\n<li>Hanterar fakturor direkt fr\u00e5n\u00a0<a href=\"https:\/\/www.youtube.com\/watch?v=-eJj0xiNqUs&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">Outlook<\/a>\u00a0eller\u00a0<a href=\"https:\/\/www.youtube.com\/watch?v=aYRBl17hUEU&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">Gmail<\/a><strong>\u00a0<\/strong>medan du bl\u00e4ddrar i e-post.<\/li>\n\n\n\n<li>Skanna\u00a0papperskvitton via mobil\u2014n\u00e4r som helst, var som helst.\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>Automatisera fakturahantering till bokf\u00f6ringen:<\/li>\n\n<ol class=\"wp-block-list\">\n<li>Integrera med\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>, eller\u00a0<a href=\"https:\/\/central.planyard.com\/planyard-myob-integration\" target=\"_blank\" rel=\"noreferrer noopener\">MYOB<\/a>\u00a0f\u00f6r att eliminera manuell datainmatning.<\/li>\n\n\n\n<li>Eller l\u00e5t&nbsp;<a href=\"https:\/\/central.planyard.com\/connect-accountants-email-for-notifications\" target=\"_blank\" rel=\"noreferrer noopener\">Planyard automatiskt skicka<\/a>&nbsp;projektledar- eller m\u00e4tar-godk\u00e4nda fakturor direkt till din revisors e-post.(Passar n\u00e4r du bara testar)<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Planyards grundl\u00e4ggande funktioner eliminerar kalkylblad genom att effektivisera kostnadsber\u00e4kning, kundofferter, fakturahantering och budgetuppf\u00f6ljning i realtid med automatiska budgetuppdateringar och s\u00f6ml\u00f6s integration med bokf\u00f6ringen. 1. Kostnadsber\u00e4kning &amp; Kundofferter 2. Projektbudgetkontroll &amp; Fakturahantering<\/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-14135","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 Grundl\u00e4ggande Installationsguide \u2013 F\u00f6r Sm\u00e5 Byggf\u00f6retag<\/title>\n<meta name=\"description\" content=\"Kom ig\u00e5ng med Planyard Essential p\u00e5 n\u00e5gra minuter. 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