Topic: API / Creating Client Company

Hmmm. The forum got excited about the address xml element above and munged my request text. Please contact me directly. Thanks!

Topic: API / Creating Client Company

request:

<?xml version="1.0" encoding="UTF-8"?><client_company> <is_archived read_only="true">false</is_archived> <name>A1 Test Account</name> <address>100 Cherokee Blvd</address> <city>Chattanooga</city> <state>TN</state> <zip>37350</zip> <country_code>USA</country_code> <url><a href="http://www.codescience.com/">http://www.codescience.com/</a></url> <telephone>(404) 939-3377</telephone> <currency_type_code>USD</currency_type_code> <notes>What a whacky bunch.</notes></client_company>

response:
<?xml version=“1.0” encoding=“UTF-8”?><errors> <error field="name">This field is required.</error></errors>


Any ideas?

Thanks,
Tim

Topic: Troubleshooting & Bug Reports / Scheduled Invoices and invoice numbering restart

Hi,

I have several scheduled invoices set-up (great functionality, btw !!!), and I noticed that when the first invoice of this year fired-off to my customer, it had a wrong sequence number (=the auto-incremented invoice number #2011-nnn), while it should haven been #2012-001…

In Belgium, the invoice numbering should not only be continuous, but also restart every 1st of January. The upcoming invoices would also be wrong if I wouldn’t fix this.

Example:

The automatically generated invoice, sent on Jan 10th had #2011-099, while (since it’s the first invoice of 2012) it should have been #2012-001.

Only “trick” I have to solve it, would be to create one manual invoice with the new numbering, prior to the first scheduled invoice being sent.

It would be great to have some kind of rule to set-up this invoice numbering…
(And maybe hint when there’s a “hole in the sequence” ?)

Greetz,

Stef

Topic: Liquid Templates / Adding an invoice comment

Hi Jay,

The “notes” text input box is only editable from within the ‘invoice edit’ screen. This is not something controllable via liquid templating.

- s

Topic: Liquid Templates / Adding an invoice comment

I’ve been altering the HTML Invoice template to get it to output a set paragraph of text on every invoice. I’d like it to read:

“This invoice contains $ in expenses and $ in services. All expenses are billed at cost and never
contain any hidden charges or mark-ups in accordance with The American Institute of Graphic Artists’ (AIGA)
code of conduct.

I can achieve this by adding the string inside of the output curly braces {{ }} after

Topic: Liquid Templates / Template variable for document creator/owner?

Ok, no worries. Thanks for letting me know.

Topic: Liquid Templates / Template variable for document creator/owner?

Hi Andy, sorry there’s not any way to do that at the moment. We don’t log who creates documents.

Topic: Liquid Templates / Template variable for document creator/owner?

Hi,

I’d like to add the name of the person who has created an estimate to the document details at the top. Is there a template variable for accessing the currently logged in user or the document author?

Many thanks

Topic: Troubleshooting & Bug Reports / Invoicing Bug? Project Tasks not assoc. with Project

Hey Kevin,

The forum isn’t the best way to get support for very specific issues like this.

Could you please shoot us a support message and let me know what your subdomain and project are?

Topic: Troubleshooting & Bug Reports / Invoicing Bug? Project Tasks not assoc. with Project

Hello,
New user here. I have a single Project and I have been creating multiple Tasks for this Project. When I created an invoice, only the first Task was showing up under the Project. The other Tasks are showing up above the Project as if they are not associated with the Project.

Am I doing something wrong? Or is this a bug?

Thanks!
Kevin

Topic: Tips & Tricks / Refund Process Question

Generally what I tell people to do is issue an invoice with one item that has a flat fee which will bring their balance back to $0.

Topic: Tips & Tricks / Refund Process Question

Hi there,

A client has recently backed out of a project for which they had paid a deposit. We’ve issued a partial refund withholding a small value to pay for our out-of-pocket expenses (PayPal, etc.).

How would you recommend we record this partial reversal in Cashboard? We did receive some money but it’s no longer a deposit.

Many thanks,
Jayme

Topic: API / Searching/Filtering for Invoices/Projects

Added. Thanks.

This is the single biggest pain point for our API integration with Cashboard at the moment so am looking forward to it being updated!

Topic: Feature Requests / Integration with QuickBooks

Done!

http://cashboard.uservoice.com/forums/3765-feature-requests/suggestions/28177-quickbooks-integration?ref=title

Topic: API / Making money with the API

Referrer is now a settable attribute on account, as noted here »

Set referrer to your Cashboard subdomain so we can start tracking accounts that you sign up via the API. Thanks!

Topic: API / Searching/Filtering for Invoices/Projects

I was planning on adding a global “search” as I’m working on the mobile app. It’ll be more like the search within Cashboard where it returns all items.

However, adding a “filter” (or search like we have on time entries now) is a good idea.

Mind adding it as a feature request here so I can track it?

Topic: API / Searching/Filtering for Invoices/Projects

Just wondering if there is any plans to add search capabilities to the API endpoints for Invoice and Projects. Our Cashboard account has hundreds of invoices and at the moment returning ‘all invoices’ is a slow operation (and not very efficient). It would be great if the ‘search’ functionality of the Time Entries endpoint was adding to Invoices (and Projects).

Thanks!

Topic: API / API is out of BETA

Just added JSON-P support last night and pulled the API officially out of beta. It’s been stable for over a year, so I thought it was a great time to remove that info from the API documentation site.

You no longer have to email us to obtain an API key. Simply login to your Cashboard account and visit the Settings screen. API key is located on the right-hand side of the page. You can also regenerate API keys if you need to change them for security reasons.

All API keys have been regenerated to fit our new key format. Let me know if you’ve got any questions.

Topic: Troubleshooting & Bug Reports / Timer widget bug

Hi,

The Cashboard timer widget for Windows (the one that requires Yahoo widgets), has a bug with tasks that contain certain characters in the title. I have a project with several tasks that include the single quotation character (’) in the task. These tasks cannot be selected from the drop down list in the widget. If I remove the quotes, all works fine.

Just thought I’d point this out for a future release.

Andy

Topic: Random / Feature request - author of message when sending estimates/invoices

Ok, scratch that. I’ve found the link now and added the feature request.

Topic: Random / Feature request - author of message when sending estimates/invoices

No worries. That link didn’t work though…?

Topic: Random / Feature request - author of message when sending estimates/invoices

Thanks Andy…I’ll consider it. Mind adding it as an official request here?

Topic: Troubleshooting & Bug Reports / Calculate included Tax on Estimate/Invoices

Sure. You can edit the templates to say anything you’d like – and they already include tax calculations in the total footer.

Topic: Troubleshooting & Bug Reports / Calculate included Tax on Estimate/Invoices

Hi,

My prices include GST and I would like to have an estimate/invoice which states all prices as including 10% GST, but then in the totals it would state the explicit amount of included GST.

Is this somehow possible to achieve?

Cheers,
Carsten.

Topic: Random / Feature request - author of message when sending estimates/invoices

Hi,

When sending an invoice or estimate to a client, there is an option to include a message with the email. This message is converted to a comment and added below the invoice/estimate. At the moment, the author of this comment is fixed and set to the main ‘account owner’ specified in the Cashboard options. It would be good if the comment author was instead set to the person who is sending the invoice/estimate, or alternatively, to have the option to choose the author when sending.

Many thanks,

Andy