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.
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.