How to process a standalone cost

In Planyard, you can process standalone costs that are not tied to any subcontracts, work orders or purchase orders. Follow the steps in this guide to process a standalone cost.

Steps

1. Open your project.
2. Go to Files in the project menu and click the cost file you want to process (If the invoice has not been forwarded via email or plugin, upload it manually).
3. On the top drop-down, select the company the invoice is linked to.
4. In Select document type, choose Standalone purchase invoice or receipt.
   • Use this option for invoices, bills, or receipts not connected to a contract or purchase order.
5. Fill in the general invoice details:
   • Document name
   • Invoice number
   • Invoice date
6. At the bottom of the screen, match the invoice to budget items:
   • Select items one by one from the dropdown, or
   • Click Select in bulk to see the full budget, check all relevant items, and click Update selection.
7. For each line item, enter unit price, unit quantity, and unit total.
8. When all costs are entered, click Submit.

Tip: See how to process a purchase order invoice if the cost is linked to an order.