This month, Pluriell strengthens the way you track your costs and cash flow: recurring costs, cost statuses and a more complete Bank flow.
Your costs and cash flow
Recurring costs
- When creating a cost, enable the Recurring cost option to enter your fixed costs just once: rent, subscriptions, monthly expenses.
- Choose the frequency (daily, weekly, monthly or yearly) and when the series ends: after a number of occurrences or on a date. Pluriell automatically generates the costs over a period of up to one year from the cost date.
- Each cost in the series can still be edited individually. When you edit or delete one, you choose between This cost only and This cost and the following ones.
- A recurring cost cannot be created with the Paid status.
Cost statuses
- Costs now have a status, just like sales invoices: Draft, Pending, Approved, Refused or Paid.
- For a paid cost, you can enter the payment date.
- The Bank flow reflects the actual status of each cost.
Bank flow
- The Bank flow includes forecast subcontractor costs and schedule lines, placed on their date. You can see planned outgoings alongside forecast invoicing.
- If you manage several companies, a company filter lets you view the transactions and amounts for each one. Invoices are assigned to the company shown on the invoice, while costs and schedule lines are assigned to the project's default company. Without a filter, the overall view is kept.
More updates
Finance
- When you send an invoice with the timesheet PDF attached, you can choose the format of that PDF's file name, in the same way as for invoice names. The setting is in Settings > Finance > Invoices.
Projects
- Automatic project numbering can start again from 1: the number suggested when creating a project follows that of the last project created. To restart the sequence, give your next project the number 1, and the following ones will continue from there. Existing projects keep their number.
We are here to listen!
Your feedback and comments make the application ever closer to your needs and your daily reality. It evolves thanks to you. So please do not hesitate to contact us to share your comments and/or questions.
You can reach us by email (support@pluriell.app) or via the help button in the application (in the top right corner, next to your profile icon).