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# How to organize project stages with a timeline and expenses connected to finance
- URL: https://blog.jestor.com/organize-project-stages-timeline-finance/
- Published: 2026-07-12T00:32:20.000Z
- Updated: 2026-07-12T00:32:20.000Z
- Author: Bruno Bannach

When the **project timeline** lives in one tool and **expenses** in another, finance only finds out the real cost once the invoice arrives. Jestor solves this by connecting every expense logged at a project stage directly to **Omie's accounts payable**, with no duplicate entry.

## What is the connection between timeline and finance, and why does it exist?

Project timelines isolated in paid Gantt tools, disconnected from finance, create a blind spot: execution moves forward, but the financial commitment is only noticed later. Connecting the two ends eliminates that lag.

| Expense status | Impact on cash flow                      | Recommended action |
| -------------- | ---------------------------------------- | ------------------ |
| **Pending**    | Already logged in Omie, outflow expected | Track the due date |
| **Paid**       | Outflow confirmed                        | None, cycle closed |

## How to organize timeline and expenses using Jestor

Inside Jestor, every project connects execution and finance on the same card:

- **Project dashboard:** progress, spend, and priority in a single panel.
- **Phase Kanban + native Gantt:** each stage gets a start date, end date, and a subtask checklist with a progress bar.
- **Expense linked to the project:** when you create the expense, Jestor automatically generates the corresponding accounts payable entry in Omie.
- **One-click settlement:** marking it as paid in Jestor moves the expense from "pending" to "paid" in both systems.

**How to configure it in Jestor:** create the project, define the stages in Gantt, and link each expense to the corresponding stage — the entry in Omie happens automatically.

> **Important:** Jestor organizes and sends the expense to the ERP, but fiscal and accounting execution — bank reconciliation, invoice issuance, tax assessment — remains with Omie or Conta Azul.

## Why choose Jestor for this kind of control?

The key differentiator is having **timeline, checklist, and expenses on the same card**, with no switching between tools — and no need to buy a separate Gantt tool, since the native view already covers deadlines and dependencies. Filters by project, phase, priority, and owner make it easy to quickly find what needs attention.

## Frequently Asked Questions

**Does an expense logged on the project appear automatically in Omie?** Yes, as soon as it's created in Jestor, it generates the corresponding accounts payable entry in Omie.

**How do I track how much has already been spent per project?** The dashboard shows total, spent, and remaining budget per project in near real time.

**Do I need Omie to use this template?** No. Without Omie, Jestor still works as a project manager, just without the automatic ERP entry.

## Reference video

Check out other practical tutorials on the [Jestor YouTube channel](https://www.youtube.com/@jestorbr?ref=blog.jestor.com).

## Get to know Jestor

With Jestor, you can automate workflows, connect departments, and build internal systems your way — all with no code and with AI support. Get to know Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.