You can manually forward invoices and other documents to Planyard via email for later processing.

How to use it

Project-level email forwarding

Each project has a unique email address for forwarding files.

You can find it under Projects > [Select a Project] > Files:

When you forward an email to that email address, all the email attachments will be visible under the Files section for a given project (after they have been scanned for viruses).

The email subject line, sender and body will be visible under the comment column for additional context. Hover the comment field to see it in full.

Company-level email forwarding

There's also a company-level email forwarding address. Find it under the top-level Files tab.

You can use that to forward consolidated invoices (split between projects) or any other files that are not yet associated with a project.

If you already have an addresses for collecting cost documents (such as invoices@yourcompany.com), you can point that email address to our email forwarding address.

Admins can see all the files, non-admins will only see the files they themselves have uploaded.

Working with subcontractors

You can also share that unique email address with your subcontractors and let them forward emails straight to your project.

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