How to stop cost from being pushed to your accounting integration

In this article, you’ll learn how to activate and use the feature that allows you to prevent specific cost documents from being sent to your accounting software.

Introduction

Planyard allows you to stop individual cost documents—such as overheads or internal labour—from being pushed to your accounting integration. This is useful for costs that have already been recorded in your accounting system or should be excluded from syncing for any reason.

How to activate the feature

1. Click Company in the top menu.
2. Go to Settings.
3. Click Integration settings.
4. Enable the toggle for Optional do not send to accounting.

The feature is now active.

How to use it

When processing a cost document (e.g., invoice or receipt), a checkbox labeled Do not send to accounting will appear.

• Check the box to stop the cost from being pushed to your accounting integration.

This gives you full control over which documents are synced and helps prevent duplicate entries.