With the Planyard Xero integration, you can easily keep track of your construction purchase orders. You can send pre-approved bills with all relevant info automatically to Xero when you receive the goods.
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You can organize the line-items in the budget into as many job cost categories as you need. This lets you track job profitability both on the category and line-item level. You can also see the profitability on the project level.
Doing your job costing in Planyard gives you the possibility to see exactly what the final cost of each job comes from. The breakdown also lets you see why some jobs turned out unprofitable.
Creating and sending out purchase orders to your suppliers is as simple as using email. Just fill in the title, and the description, and select the items you would like to order. Your project budget will update automatically to show the created purchase order.
After creating the purchase order, you can easily send out the purchase order to the supplier via e-mail. They will receive a PDF of what was ordered together with the delivery address and any notes you entered.
If you have variations that were not originally ordered, then those can also be easily added to the purchase order at any time.
When you receive the goods from the supplier, then you just need to connect and fill in the quantities that are on the invoice. Since you also see how much has already been received and how much is remaining, it is impossible to approve more than ordered.
The form gives you direct feedback about the remaining amounts. As soon as they go over the ordered values, there will be a warning.
As soon as you approve a purchase order bill, it gets automatically sent to Xero. The quantities and price from Planyard will be sent to Xero together with the original invoice document.
The data can be sent to Xero already with the accounting accounts attached. This means that the accountant just has to review it and approve it for payment.
“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.”
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