Topic: Feature Requests / Sending Estimates / Invoices to individuals, not companies

I would say about 25% of my clients don’t have a company name, so yes, there is a need for this.

Topic: Troubleshooting & Bug Reports / Lightbox log-in

After my session expires on the site, I have to login again, but during the day with mildly regular use, I only have to login once in the morning.

Topic: Troubleshooting & Bug Reports / Lightbox log-in

going back to this one, I have actually figured I haven’t articulated it clearly.

how about a ‘remember my password’ functionality? I visit this site quite often (as you could imagine for time-keeping, etc) so it would be nice if you could check the box and gain instant access to the website. Currently, Firefox does remember my password/username but I still have to type it in to cue it up and press login.

So are others experiencing this? or does Firefox let you in without having to deal with the login page at all?

thanks.

Topic: Feature Requests / Automatic Billing?

Hi Bob, congratulations on your new business!

At the moment Cashboard does not support automatic recurring payments.

Perhaps sometime in the future. I’ll consider it as we move forward.

Topic: Feature Requests / Automatic Billing?

Hi all -

Let me first just say that I dig Cashboard. Been using it for about a year now with my freelance business and it is a truly useful and cost-effective app.

Here’s my request/question. I may be starting a marketing business soon and would like to use Cashboard. I will need to set up recurring payments. Mind you, NOT a recurring invoice (although that will be sent as well), but a monthly automatic withdrawal from a client’s credit card. It doesn’t appear that Cashboard can do this now, unless I am missing something. I see that integration with Authorize.net is preferred, and that’s fine by me. Looking over the Authorize.net site tells me that they have this option in place (Automated Recurring Billing™) for an extra monthly fee. Is this something that can be implemented into Cashboard?

Thanks!!

Topic: Feature Requests / Inline reorder functionality

Technical limitations prevent this from happening in a smooth way. Drag / drop does not work on table rows.

It was originally designed that way, and I’ll return to that original design once it’s technically possible.

The only other design that would work as you propose is an arrow system, which would add clutter and bloat to the design of the table. That’s not going to happen.

Topic: Liquid Templates / "This invoice has not been marked paid yet."

ha. great to see the forum working in such a user-centric way :-) good move with the banner.

Topic: Liquid Templates / "This invoice has not been marked paid yet."

Ok ok ok…

http://twitter.com/cashboard/statuses/910490400

Topic: Troubleshooting & Bug Reports / Record a Payment

does help, thanks for that :-)

Topic: Feature Requests / Larger (workable) editable areas

Currently when you do an estimate you get an editable text box that is very small (140 high x 270 wide)

This would be nice if it were quite large where you could see past a few line of what you are currently working on. With the ‘overlay editing’ functionality, you can’t actually see what you might be updating because 1) the text box is too small and you can only see a few lines at a time or 2) the black out pop up style is covering up your estimate.

Possible solutions?
- inline editing (so I can still see my estimate)
- larger editable area

My current solution is to type it out in any text editor and then input afterwards. This still doesn’t work well when I need to do small, quick edits.

thanks

Topic: Troubleshooting & Bug Reports / OS X Widget & Leopard

Finally got Leopard on my machine. Updated widget can be downloaded from here:

http://www.getcashboard.com/dashboard_widget_time_tracker

Topic: Feature Requests / Submitting/Tracking Hours directly to a client

Not going to happen anytime soon.

Our billing / pricing model is based around the notion of projects. If you can come up with an alternative pricing model that makes sense to our existing customers and is in line with what we offer, I’m all ears.

Topic: Feature Requests / Submitting/Tracking Hours directly to a client

I often have a few large projects that the tracking aspects of cashboard work great. However there are some small things that come up that don’t really warrant a full project. It would be nice to have tasks that can be stored and tracked directly to a Client. For example a few friends and family hire me for a couple hours to run some system updates and make sure things are running smoothly. Essentially a few hours every month for 5 “clients”. It would be able to track and log time into cashboard so that i can bill and see how I use my hours. They can be stored as tasks with billing/flat rates but not related to a project just the client.

Topic: Feature Requests / Sending Estimates / Invoices to individuals, not companies

That is frustrating because sometimes I have people that have multiple companies and use the same address for all of their companies. I don’t know if that belongs here but thought I would pipe in!

Definitely something I’m evaluating as a part of this process as well. Right now we have a lot of code that is based on what company a person belongs to – in order to show them projects and things on their side of the UI. All of that would need to be reworked if we go this route and allow one person to belong to multiple companies.

Topic: Feature Requests / iPhone app?

An unofficial app is in the works by one of our customers, but we hope to have an official one done sometime after we release our public API.

Timeframe for that is looking like 1st quarter 2009.

Topic: Feature Requests / iPhone app?

any plans to have an iPhone app to submit times and send invoices?

Topic: Troubleshooting & Bug Reports / Un-invoice

Unfortunately at this time Cashboard does not officially track expenses or deductions.

However, you could mimic what they’re doing with your check by adding a negative amount line item. I’d suggest naming it “Taxes”, then adding the deduction as a flat fee. It’ll take a negative number, so your invoice should match up with your check.

Topic: Troubleshooting & Bug Reports / Un-invoice

Another Question:

A client has recently switched me from contractor to hourly employee. I still want to use Cashboard to track my hours, and submit them invoice style. However, the check they give me is no longer the same as the amount invoiced, as they are deducting taxes now.

Is there an easy way to deal with this in Cashboard?

Thanks,
-Seth

Topic: Troubleshooting & Bug Reports / Un-invoice

Thanks!!

Topic: Liquid Templates / "This invoice has not been marked paid yet."

Not in favour of this banner either; client can’t pay before he gets the invoice first. Noted CSS solution – Thx, Seth (I may have also sent you a support request for that, if so just ignore it).

Topic: Troubleshooting & Bug Reports / Un-invoice

Use the red ‘x’ icon to the right of the invoice line item. Right underneath the pencil icon used to edit entries…

Topic: Troubleshooting & Bug Reports / Un-invoice

Hello,

I accidentally invoiced a client for an expense that they were not supposed to pay. I caught it in time, and they subtracted that amount from what they paid me. However, that item still exists on my invoice, and when I entered in what they paid me, it is left saying that they owe me more. How do I remove an item from an invoice?

-Seth

Topic: Troubleshooting & Bug Reports / Record a Payment

To answer your first question, the “Amount” isnt prefilled because Cashboard has no idea how much your client has paid. Theres several situations that come into play with payments.

Your client might be paying a partial amount of an invoice, so prefilling it wont really help you at all.

You might have multiple outstanding invoices with a client as well. This is where the “Amount to apply” section is really put into play, as Cashboard lists all the invoices outstanding for that company, and so you can allocate one payment to multiple invoices at once.

When you hit ‘Record payment’ against an invoice, its not really paying just to that particular invoice, but its kind of a shortcut to recording a payment against the company.

If you go to the payments section in money in, the multiple fields on the payments screen will make sense. The “Amount” field is what the client paid (listed at the top of the middle column), and the “Amount to apply” field is what you see below the line in the middle column, which lists the invoices it applies to.

If in the “Record a Payment” screen, you had just put the amount in the “amount” field and not also in the “amount to apply” field, the payment would have been recorded, so Cashboard would have recognized money coming into the business, but the oustanding invoice would still be outstanding, as no money would have been applied to it.

Hope that helps

Topic: Troubleshooting & Bug Reports / Record a Payment

Hi, I have been looking around for this info, so if you can answer or point me in the right direction?

“Record a payment” from your outstanding invoices. I just got paid, pressed this and then it offers me two more empty form inputs re: amount.

First. “Amount” – why is this not prefilled? is there a reason I would change the amount?

Second. “Amount to apply” – what is this doing?

So I filled the same amount in for each and now I am sniffing around trying to figure out what it’s done to my records, etc.

thanks, scott

Topic: Troubleshooting & Bug Reports / estimates with choices of price / work

cool, thanks for that. haven’t had time to start getting familiar with the liquid syntax and get my hands dirty. but if I could set up a hack and not have to worry from then on it would be something to look into.

cheers