THE TOOLBOX

Planigo has a rich toolbox that you will greatly appreciate to evaluate your results, set standards, and improve the performance of your accounting firm.

Step by step progress report of a mandate

This list allows you to view the progress status for all mandates.

Follow-up report on the budget of mission mandates

This list shows real-time profitability of all projects.

Monthly follow-up report on customer’s work in progress

The purpose of this chart is to see the monthly and annual sales performance, the status of accounts receivable, the general progress of projects, average fees and account write-offs.

Capture d'écran Planigo

Resource projection report

This chart shows the projections of the resources that will be used to plan your needs, especially before busy periods.

OTHER PLANIGO TOOLS

Below is a list of available tools.

Progression Planigo

Accounting

  • Chronological list of customers and mass sending of account statements;
  • Chronological list of works in progress;
  • Chart for entering receipts;
  • Sales and collection logs.

Human resources

  • Timebanks to control holidays, sickness, etc;
  • Profitability chart per employee;
  • Summary tables of timesheets per employee available for all employees and management;
  • Table of Planigo users for assigning rights to use Planigo features;
  • Comprehensive application of human resources management available.
Progression PLanigo

Human resources

  • Timebanks to control holidays, sickness, etc.
  • Profitability chart per employee;
  • Summary tables of timesheets per employee available for all employees and management;
  • Table of Planigo users for assigning rights to use Planigo features;
  • Comprehensive application of human resources management available.
Progression PLanigo
Progiciel Planigo

Administration and production

  • Profitability table per customer;
  • Table to follow the customer’s evolution in terms of mandate gains and losses;
  • Summary follow-up of the budget in real-time per customer for a processing step;
  • Detailed follow-up of the client’s time budget taking into account all the production steps of the mandate that are linked to a production step;
  • Summary table of time budgets;
  • Summary work-in-progress write-off tables by customers in percentage and money;
  • Summary table by type of mandate;
  • Stopwatch and calculator;
  • Corporate organization chart;
  • Management of minute books and other sensitive documents;
  • Document management by customers;
  • Quality assurance manual available to employees if desired.

Communication

  • Email management independent of your email provider;
  • CRM;
  • Intranet;
  • Table in CRM to follow-up on communications with the customer by customers.
PLANIFICATION PLANIGO

Communication

  • Email management independent of your email provider;
  • CRM;
  • Intranet;
  • Table in CRM to follow-up on communications with the customer by customers.
PLANIFICATION PLANIGO
Progiciel Planigo

Audits from the order of CPAs

  • Planigo utility allows for the CPA auditor to connect to Planigo to carry out their audit;
  • It limits the intervention to only 3 customers for inspection;
  • Planigo is preparing Appendix 7 on the hours and fees by the types of mandates requested during the professional inspection.