Finance
How to create an estimate and convert it into a project (Pro Plan)
One of the great features in ManagePlaces is the ability to create estimates that can be converted into working projects with tasks and assigned team members upon approval. You can do this in 4 simple steps. Watch our short tutorial: 1. First ...
How to raise purchase orders, timesheets, invoices & bills (Pro Plan)
Generating invoices, purchase orders and bills is quick and easy in ManagePlaces. As an example, we'll generate a purchase order but the process is the same for timesheets, invoices and bills too. This can be done in 3 simple steps: 1. First we ...
Review and export project finances (Pro Plan)
In ManagePlaces, you can easily review and download your project finances in the 'Expenditure Dashboard'. Watch our short tutorial or follow the steps below: 1. First navigate to your project "Projects"> select the relevant project in your ...
How to create estimates/ budgets with and without a project (Pro Plan)
ManagePlaces lets you create estimates/ budgets in seconds. You can create your estimate/ budget before or after the project has been created. Here are instructions on how to do both methods. 1. Creating a budget after a project has been created ...
Synchronise ManagePlaces with Xero (Pro Plan)
ManagePlaces provides you with the ability to track your income and expenditure throughout the duration of your project, however you may wish to keep track of these finances in a dedicated accounting package. ManagePlaces allows you to synchronise ...