Connect accountant’s email for notifications

Planyard allows you to send automated notifications to your accountant’s email. This is especially useful if you use accounting software that doesn’t integrate directly with Planyard.

By adding the correct email recipients and choosing which notifications they receive, you ensure that key stakeholders stay informed and can act quickly on financial updates.

1. Add a recipient of notifications

To add an email recipient, you need permission to edit company settings.

You can add recipients with or without a Planyard account:

• Recipients without a Planyard account will still receive emails with relevant documents attached.
• However, they won’t be able to access the platform directly.

Follow these steps to add a recipient:

1. Click Company in the top menu.
2. Go to Integrations in the company menu row.
3. Find the integration labeled Accountant’s email and click Connect.
4. Enter the email address and tick the checkboxes for the notifications you want the recipient to receive.
5. Click Save.

You can return to this section anytime to update notification preferences.

2. Set notification preferences

Once an email is added, you can choose from the following notification types. Each one sends an email with relevant documents and links to Planyard.

• Integration errors: Notifies the recipient if a cost document fails to upload to the accounting software.
• Archived cost documents: Sends a notification when cost documents are archived in any project, including what was removed.
• Approved purchase invoices: Triggers an email as soon as a purchase invoice is approved in Planyard.
• Approved consolidated invoices: Notifies the recipient when a consolidated invoice is approved, including all relevant documentation.
• Approved prepayments: Sends notifications for approved prepayments under subcontracts or purchase orders.
• Processed credit notes: Sends documentation and details whenever a credit note is processed in Planyard.
• Sales invoices: Automatically notifies the email address when sales invoices are processed.
• Created purchase orders: Sends a notification with documents and details whenever a new purchase order is created.

Tip: Use this feature to keep external accountants or finance teams up to date without needing to give them full platform access.