Capture and pre-code invoices
Email-in and OCR convert supplier PDFs into structured data. Default coding by vendor and cost code speeds review and reduces mistakes.
QuickBooks is your accounting source of truth. Planyard adds the project-side QuickBooks approval layer—so Site, QS, and Finance follow the same process and only approved, correctly coded bills ever reach accounting.
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Project teams capture invoices, match to orders, and route approvals in Planyard; Finance stays focused in QuickBooks. The result is fewer AP errors, no duplicate entry, and clean job reporting—without changing your accounting system.
A single, controlled flow from capture to sign-off—so every bill that reaches QuickBooks is correct the first time.
Turn PDFs/photos into line-item data automatically
Apply accounts/class defaults by vendor or code to minimise edits
Flag potential duplicates before approvals begin
Keep the original invoice file and notes for audit
Enforce approvers by project to control risk
Pull in specialists when exceptions arise
Approve on the go without breaking the chain of custody
Keep invoices moving with timed nudges
Kredi kartı gerekmez. Satış veya BT desteği gerekmez.
Tie invoices to the correct order automatically
Verify goods received or certified work
Stop errors before they hit accounting
Overages raise flags, not busywork
Mirror your QBO structure in minutes
Map budget lines once; mappings are reused project-wide
Tag posted bills to the correct class for job reporting.
Block postings without required account/class coding
Kredi kartı gerekmez. Satış veya BT desteği gerekmez.
Use the same supplier records that Finance maintains in QBO
Bills land on the right vendor so the correct tax rates are used
Retention amounts are calculated automatically and reduce risks for errors
Invoice PDFs and PO refs travel with the bill for audit
Capture → Auto-link to PO → Approve → Sync
Capture: Email invoices to the project inbox or scan via mobile; key fields are extracted automatically.
Auto-link to PO: Pair invoices with POs and deliveries/valuations; flag quantity/price variances.
Approve: Route by project or on demand (e.g., Site → QS → Finance) with thresholds; approve on web or mobile.
Sync: Approved bills post to QuickBooks with vendor, COA, Class, tax/currency, and attachments.
Capability | QuickBooks Alone | QuickBooks + Planyard |
---|---|---|
Multi-step approvals | ||
3-way match (PO ↔ receipt ↔ invoice) | ||
Coding enforcement (COA/Class) | ||
Invoice capture & pre-coding | ||
Audit trail & attachments | ||
Job variance & end cost visibility | ||
Duplicate entry | ||
Taxes & multi-currency handling |
Start with estimating and budget conversion; add purchasing, approvals, and 3-way match as you standardise processes.
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"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."
Daha fazla bilgi edinin"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."
Daha fazla bilgi edinin"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."
Daha fazla bilgi edinin"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."
Daha fazla bilgi edininSorularınızı cevapladık. Cevabı aşağıda bulamazsanız, sohbet yoluyla bizimle iletişime geçmekten çekinmeyin.
Yes. Planyard posts only approved, coded bills to QBO with vendor, COA, Class, tax/currency, and the invoice PDF attached.
Yes. Set project-specific routes (e.g., Site → QS → Finance) with value thresholds, or trigger ad-hoc approvals.
Yes. Planyard matches PO, delivery (goods received), and invoice; mismatches are blocked before posting.
Yes. Budget/cost codes map to QuickBooks Classes so bills are tagged correctly for job reporting.
No. Planyard manages project-side controls; QuickBooks remains your accounting system.
Kredi kartı gerekmez. Satış veya BT desteği gerekmez.