The link between Jortt and 4planning connects your project administration directly to your accounting. As soon as a quote is accepted or a project is completed, the associated customer, project, and invoice data can be transferred to Jortt. This way, you don't have to re-enter information manually, and the transition from execution to invoicing becomes faster and more efficient.
The integration ensures that important data from 4planning is directly available for the creation and processing of invoices. This includes customer details, quotation amounts, project information, and completed work. This prevents duplicate data entry, reduces the chance of errors, and ensures better alignment between your project administration and financial administration.
For companies, linking with Jortt means less administrative work and more control over the invoicing process. Completed projects are not unnecessarily held up and can be processed more quickly in the accounts. This makes invoicing a logical part of your central workflow in 4planning, giving you an overview of projects, revenue, and work yet to be invoiced.