Planyard Sage Accounting

In this article, you will find a detailed description of the Planyard Sage integration and how to set it up

Table of Contents

1. Introduction
2. Data Transfer Details
3. How to Setup Sage Integration

Introduction

At Planyard, we understand that efficient budget management is key to the success of construction projects. That's why we've partnered with Sage, one of the leading accounting software platforms, to streamline your financial workflows. Our integration allows you to automatically transfer cost documents directly from Planyard to Sage, eliminating the need for manual data entry and reducing the risk of errors.

This powerful integration not only saves you time but also ensures that your financial data is always synchronised and up-to-date, providing a real-time view of your project finances. With Planyard and Sage working together, you can focus more on delivering successful projects and less on administrative tasks.

Data Transfer Details

Let's review the information exchanged between Planyard and Sage once the integration is set up:

• Planyard sends all approved costs to Sage. Each cost includes a reference to Planyard to easily review the associated cost document.
• Contact information is exchanged bidirectionally; Planyard both receives and sends contact details from and to Sage.

How to Setup Sage Integration

Only users with permission to edit change company settings and integrations, as well as the correct permissions in Sage. In order to set up the integration, log in to your Planyard account and follow these steps:

1. Click 'Company' in the top menu row.
2. Click 'Integrations' in the company menu row.
3. Under the Sage logo, click 'Connect'.
4. Use your Sage login credentials to connect Planyard with your Sage account.

Planyard is now integrated with your Sage account and all approved costs will automatically be sent to Sage.