For any accounting systems that support importing invoices from CSV files and don’t have direct integrations, the Custom CSV Export integration can used. It allows the exporting of authorized invoices from PLANERGY into the accounting system in a format it supports. Invoices authorized in PLANERGY can be exported…
The Reports & Searches section allows you to search through all the inventory orders and shipment records. You can also search through quantities of stock, look up assets by serial number, or review the stock notifications. Navigate to the Inventory & Asset Home page and press Reports & Searches. The…
PLANERGY allows you to integrate with your QuickBooks Online account. Syncing data between the two systems ensures PLANERGY maps to the structure set up in your QuickBooks Online account to maintain consistency of your chart of accounts, etc. The integration allows you to use PLANERGY to manage your business spend…
The Department Actions section enables you to place an order for a user or a department. You can also receive shipments for your department. Navigate to the Inventory & Asset Home page and press Department Actions. The Department Actions page is displayed. This section is further classified into the following…
PLANERGY allows you to integrate with your Xero account. Syncing data between the two systems ensures PLANERGY maps to the structure set up in your Xero account to maintain consistency of your chart of accounts, etc. The integration allows you to use PLANERGY to manage your business spend and streamline…
The PLANERGY CheckOut Extension is a browser extension that extends the functionality of PLANERGY to import items directly from the carts of e-commerce websites. This feature will automatically import item information into the line item section of your purchase requisition in PLANERGY, saving time and increasing accuracy when requesting a purchase….
The PLANERGY PunchOut allows you to easily integrate a supplier’s electronic catalog into your account, enhancing procurement efficiency. It enables you to create a buying organisation within a single system, thus simplifying and streamlining the entire purchasing process. Additionally, tasks such as the need for manual item entry to your procurement…
PLANERGY is compatible with Microsoft Teams. It allows you to integrate with your Microsoft Teams account to better manage communications with your team. The integration allows you to efficiently request, approve, and manage purchase orders in PLANERGY by receiving notifications and updates directly in your Microsoft Teams account. You can…
PLANERGY is compatible with Slack. It allows you to integrate with your Slack account to better manage communications with your team. The integration allows you to efficiently request, approve, and manage purchase orders in PLANERGY by receiving notifications and updates directly in your Slack account. You can decide which specific…
Integrating with Microsoft Azure Active Directory allows you to manage secure access to your PLANERGY account across various computer networks and cloud computing environments. This is achieved through the comprehensive Identity & Access Management and Privileged Identity Management features provided by Azure Active Directory. This integration ensures identities associated with…
By integrating Sage 200 with PLANERGY, you can efficiently request, approve, and manage purchase orders from anywhere in PLANERGY’s cloud app on any device with no user access to Sage 200 required. The PLANERGY Invoice Importer Module is installed as a menu option directly in your Sage 200 account. This…
The Ticket module allows you to create a new ticket that enables you for purchases. You can also manage all tickets in the system based on your user permissions settings. When you have access to the Ticket module, you can directly create a new requisition using the ticket or ticket…
PLANERGY’s API documents are guides that outline the application programming interface for developers, providing them with details to interact with PLANERGY programmatically. These documents include information on endpoints, authentication methods, request and response formats, specific functionalities, and features supported by PLANERGY’s API. The following is the list of various PLANERGY…
PLANERGY is a powerful purchase order management software that allows you to integrate with Twinfield online accounting software. The PLANERGY – Twinfield integration enables data synchronization ensuring PLANERGY maps to the configured Twinfield structure. This helps in maintaining the consistency of your chart of accounts, setting up user spending limits,…
The PLANERGY inventory management software enables you to monitor and manage incoming and outgoing inventory in real time with the help of advanced analytics and automation. Your team can easily access your existing purchases and place orders for goods from your storage, thus effortlessly saving money. The Inventory & Asset module…
Integrating with Okta allows you to manage secure access to your PLANERGY account across various computer networks and cloud computing environments. This is achieved through the comprehensive Identity & Access Management and Privileged Identity Management features provided by Okta. Okta – PLANERGY integration ensures identities associated with users, computers, applications,…
PLANERGY enables you to integrate with Exact for easy synchronization of your financial data between the two platforms, including importing charts of accounts, setting up budgets and user spending limits, and accessing real-time accruals and spending information. The integration allows you to import suppliers, general ledger codes, terms, taxes, cost…
PLANERGY mobile application allows you to streamline your procurement and finance processes remotely, improving productivity. You can request, approve, and manage purchase orders from anywhere on any device using the PLANERGY cloud app. Additionally, you can utilize all the features of PLANERGY to automatically generate bills in your accounting software…
The PLANERGY Expense System is a cloud-based application that helps to manage and automate your business expenses. The PLANERGY – Expense section allows you to get real-time information regarding spending from the integrated accounting systems and create and manage expense reports, enabling you to calculate business expenses accurately, control costs, prevent…
Before initially using the Expense module, you can set up some information to ensure the system operates correctly. Some of the prerequisites required for the proper functioning of the Expense Module are as follows: Activating Expense Module Setting Up Payment Types Setting Up Expense Types Setting Up Spend Categories Creating…
The Home page is the landing page of the Expense module, allowing easy navigation through the core sections provided in this module and the PLANERGY Control Panel. You can quickly access the latest news, recent expense activity information, core sections of Expense shortcuts, PLANERGY Control Panel, and many more. You…
The File Expense section allows you to create new expenses and expense reports. These expenses are generated based on receipts provided by the employee, but they can also be generated based on distance traveled distance or time spent on a job. On the Expense > Home page, press File Expense….
The Your Expenses section lets you view, search, and edit expenses. You can edit only the expense(s) with the Draft or Reported status. On the Expense > Home page, press Your Expenses.The Your Expenses dropdown list is displayed. For more information, please refer to the following sections: How to View…
The Your Approvals section is visible only if you have the user’s permission to approve the expense report. You can view all expense reports that are waiting for your approval. On the Expense > Home page, press Your Approvals. The Your Approvals dropdown list is displayed. For more information, please…
Once the financial department processes the reimbursements, it should be manually marked from within this section. On the Expense > Home page, press Processing. The Processing dropdown list is displayed. For more information, please refer to How to Mark an Expense Report as Reimbursed. How to Mark an Expense Report…
The Advanced Search section allows you to search for all expense reports, including those of other users. This section is visible only if you have the appropriate user permissions. On the Expense > Home page, press Advanced Search.The Expense Reports Search dropdown list is displayed. Press Expense Reports Search. Alternatively, press Expense Reports…
Starting out as a new user of a new software can be daunting. This guide aims to explain common key actions you will likely need to carry out when using PLANERGY. Depending on your role or user permissions not all the sections will be relevant to you. But it should…
The Home page is the opening page that allows you easy navigation through the various sections provided under the Accounts Payable section and view the graphical representation of data for your easy understanding. You can quickly access information such as the latest news, recent invoice activity, shortcuts that allow access…
Using the PLANERGY Amazon Integration allows you to experience the seamless integration of PLANERGY and Amazon Business that combines Amazon’s extensive product selection, competitive pricing, and shopping convenience with the comprehensive control, visibility, and spend analysis offered by PLANERGY Spend Management Software. It enables you to simplify and streamline the entire…
PLANERGY allows you to integrate with your Sage Intacct account. Syncing data between the two systems ensures PLANERGY maps to the structure set up in your Sage Intacct account to maintain consistency of your chart of accounts, etc. The integration allows you to use PLANERGY to manage your business spend…
The PLANERGY Purchase Module is a cloud-based application that helps to manage the purchasing process in a business. It gives you the ability to control what employees buy and how much they can spend. It provides you with real data to support your purchasing decisions ensuring efficient and effective procurement of…
The Purchase module Home page is a customizable landing page that allows quick visibility for key data a user may require and access to the various sections in the Purchase module. You can customize the Home page and add a maximum of 8 panels of your choice on the page…
The Buy Something section gives you the available options to create purchase requisitions and purchase orders. You can do this directly in PLANERGY using the New Order to start a new order from scratch, or the Repeat Order option to use a previously order as a template. You can also…
The Receiving section allows you to access all purchase orders you have permission to receive goods for. Note that each order has to be individually reconciled. You can also perform the common operations of Purchase that are applicable to this section. On the Purchase > Home page, press the Receiving…
The Your Order section provides you with access to all the orders in the system that are associated with you as a user. All these orders are categorized into three subsections based on their status which are Orders Waiting for Approval, Approved, or Rejected. Each subsection has a list of…
There are a few actions that are common across the Purchase module. This includes customizing the search results tables, sorting the table in ascending/descending order, and searching for a purchase order in various sections of the Purchase module. For more information, refer to the following sections: How to Customize the…
The Reports & Search section allows you easy access to review all your purchase orders and purchase requisitions in the system. You can also export purchase orders and reports for charting figures, generating pivot tables, and offline documentation. The Reports & Search section allows you to generate the required purchase…
PLANERGY’s AP Automation automates invoice processing, verification, and authorization using optical character recognition (OCR), AI, and machine learning. The Accounts Payable section allows you to create a centralized and streamlined accounts payable process ensuring faster reconciliation than manual systems for reporting, analyzing, and reconciling across all entities to have real-time…
PLANERGY’s Account Payable automation enables efficient invoice processing workflows that streamline the reconciliation of invoices to the purchase orders before payment is issued. The invoices may be defined or not defined by the supplier due to which there are two workflows to scan invoices: When the Invoice Template is Not…
You can get the most out of PLANERGY Accounts Payable automation by following some of the best practices listed below. Always try to use the same name of the supplier in Control Panel > Suppliers as it is on the invoice (supplier name as text, not the logo). Share the…
You can streamline the Accounts Payable workflow and controls by setting the invoice authorization and tolerance, and using the 2-way or 3-way matching process for an approved purchase order. The invoice tolerance configuration will allow over-invoicing of the PO and you can determine the percentage of the total value that…
You can set up the Bill.com integration in your PLANERGY account in four steps. Enable Bill.com Integration Set Up Bill.com Integration Connect Bill.com with PLANERGY Import Data from Bill.com Enable Bill.com Integration To enable the Bill.com integration for PLANERGY, follow the steps below. On the Home page, press Profile icon…
You can manually reconcile an invoice with a purchase order or without a purchase order and perform many more actions on the invoice documents such as: View invoices that are sent through email Upload invoices manually Search invoices Match invoices using AP Automation Block/unblock a sender email domain Add comments…
The Your Invoices section allows you to access all your invoices in the system to authorize or reject invoices for payment. The invoices in the system are classified into the following subsections: Waiting For Authorization – This section displays all the invoices that are still waiting for authorization for payment….
The Reports & Searches section allows you easy access to review all invoices, outstanding POs, and various account payable reports. In this section you can review reports in-app, export data, create custom reports, and schedule reports. On the Accounts Payable > Home page, press the Reports & Searches button in…
The Control Panel section empowers you to configure and manage the administration components of Purchase and Accounts Payable within the PLANERGY system to suit your specific requirements. The Control Panel is organized into 4 core areas for easy and faster navigation across the system. These 4 core areas are: Organization…
The Catalogue section of the PLANERGY Control Panel is divided into subsections namely Items, Suppliers, and Categories. The Items section enables you to manage the list of items for the users to request and order. You can include the details of multiple suppliers for a single item so that users…
There are a few operations that are common across the Control Panel such as searching for specific data, archiving, exporting data of a section, importing data from a file into a section, viewing the audit trail of a section, and replicating the data. For more information, refer to the following…
The Organization section within the Control Panel is the core section that allows you to set up different companies, diverse departments, and user permissions and roles. Additionally, you can configure and manage the delivery locations for use across various orders and reports within the system. For more information, refer to…
The Advanced Controls section of the PLANERGY Control Panel allows you to configure the supported integrations, create and manage customized approval workflows to control your spending, and set up the advanced account settings. In this section, you can manage the account owner details and other account details. From here, you…
The Finance Functions section allows you to set up the various elements in the system broadly related to finance functionality. The Finance Functions section is classified into Cost Codes, Number Schemes, Taxes, General Ledgers, Supplier Currencies, and Terms. You can also perform the common actions of the Control Panel that…
PLANERGY handles the management of the purchasing process from order creation and approval, through the delivery of the goods or service and to the point of matching invoices back to the original purchase order and final authorization of the payment. As a final stage of this process, PLANERGY allows you…
The Warehouse section enables you to request stock relocation, receive into stock, return stock from a user or department, receive the relocated stock, dispatch items, and write off items. Navigate to the Inventory & Asset Home page and press Warehouse. The Warehouse page is displayed. For more information, refer to…
Inventory & Asset Home Page The Home page is the landing page of the Inventory & Asset module. It allows you easy navigation through the core sections provided in this module and the PLANERGY Control Panel. Navigate to PLANERGY > Inventory & Asset. The Inventory & Asset > Home page is…