Learning a new system can sometimes be daunting. PlanMan has been designed to be simple yet effective to use, giving you the ability to focus on the task at hand. Here's a quick guide of where everything is in your account. Project Dashboard The ...
What is PlanMan?
PlanMan is a project management system aimed at the planning industry that allows you to free up time spent on administratiuve tasks, enabling more time to be spent on chargeable work. PlanMan isn't limited to project management though, it brings all ...
You can use PlanMan to track your purchase invoices as well as your sales invoices. To add a new purchase invoice, click on the plus icon at the top right of the table. Before you can add a purchase invoice, you need to first add a supplier
When you create an invoice for a project, they are listed here, as well as the invoices tab of the project in question. Editing an Invoice Click on the invoice number to view/edit. You can edit anything that has a dotted line underneath it, eg ...
When reporting on invoices, you have the following options: From/To date Select dates here to see invoices created betqeen those dates. Report You can select the following reports: Outstanding invoices Paid invoices Stage owner invoices Draft ...