How to organize project stages with a timeline and expenses connected to finance
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.
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.