All bills in one place
Download your planview invoices automatically
GetMyInvoices automatically downloads your Planview invoices. This saves you time and keeps all receipts centrally organized at all times.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for planview
No more manual downloading
You no longer log in to your planview account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All planview receipts sit in one place — central, searchable and tagged. Your team finds any document in seconds, and nothing gets lost.
Accounting without media breaks
Your receipts flow automatically into DATEV, Lexware Office or your cloud. Your books stay up to date with nothing to forward by hand.
Who uses GetMyInvoices with planview
Software & SaaS Tools
The Planview invoice lands as a SaaS cost item in the accounting inbox alongside dozens of other tool subscriptions, and at the end of the month someone has to figure out which license belongs to which cost center. Especially with internal PPM and resource management subscriptions, such recurring receipts easily get lost among operational customer invoices. GetMyInvoices automatically retrieves the Planview invoice from the portal as soon as it becomes available and forwards it directly to the accounting software. This ensures that no receipt is missing at month-end closing, and no one has to manually log in to check anymore.
Get started now with receipt automation for Software & SaaS Tools
Education, Training & Research
A research project runs over several years, is financed by third-party funding, and the Planview license invoice must be assigned exactly to the correct funded project so that the use of funds can later be fully verified. If the administration only downloads the receipt from the portal weeks later, assigning it to the correct billing period becomes cumbersome. GetMyInvoices automatically retrieves the invoice as soon as it is issued and makes it available for forwarding to accounting or tax advisors. This ensures the receipt is available in time before the next proof of funding is due.
Get started now with receipt automation for Education, Training & Research
Public Sector & Government Agencies
The annual Planview license invoice for agency-wide IT portfolio management must be approved by several departments before it even reaches cash accounting, and by then a payment deadline has often already passed. Additionally, the person responsible for retrieving the receipt from the portal often changes along with responsibility for the respective digitalization program. GetMyInvoices automatically downloads the invoice from the Planview account and forwards it in a structured manner, so that it reaches invoice verification in time regardless of staff changes. This ensures payment deadlines are met within the framework of public budget management.
Get started now with receipt automation for Public Sector & Government AgenciesHow does it work?
Connect your planview account
Connect your planview account to GetMyInvoices once to download invoices automatically.
Good to know
- Sign in with your usual login details.
- You can connect several accounts of this portal separately.
- Your login details are stored encrypted and cannot be viewed by GetMyInvoices staff.
Invoices are retrieved automatically
GetMyInvoices checks your planview account regularly and downloads all available invoices automatically.
Good to know
- All available invoices and receipts are captured.
- You set the retrieval interval yourself.
- Documents already captured are not downloaded twice.
Forward to your accounting
Your planview receipts are exported to the accounting solution of your choice.
Good to know
- Compatible with DATEV, Lexware Office and other accounting solutions.
- You set the export schedule independently of the retrieval interval.
- On export, you pass either the file or the file including metadata.
Proven performance by GetMyInvoices
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About planview
Planview is a project and portfolio management software that regularly generates invoices for its use. These must be recorded for accounting purposes. Automated downloading eliminates the need for manual login and ensures that no invoice is overlooked.
Frequently asked questions about planview and GetMyInvoices
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planview invoices?
Try GetMyInvoices with no obligation and start collecting your receipts automatically.