Topic: Troubleshooting & Bug Reports / Serious problems with timers

Hey Ben, are u using the widget timer or the built in timer? I use the widget and haven’t seen any problems….you might want to try if the other is broken.

Topic: Troubleshooting & Bug Reports / Rounding error in estimates?

Hi Seth! I just had a rounding error as well. I was in estimates and it happened when I put a flat fee product in the estimate. The way I got around it was to put the dollar amount in the per item area. It had taken the total $272.50 and made it just $272.

It worked once I took the item out of the flat fee box. Just an FYI. T :)

Topic: Troubleshooting & Bug Reports / Show Completed Tasks

No problem…I know your are on it…T

Topic: Troubleshooting & Bug Reports / Show Completed Tasks

Hi Seth! I am in my project and am trying to see my completed tasks. When I click the link for that it just keeps kicking me back to the project front list. FYI. Thx. T :)

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

Works like a charm Seth! Thanks. Blessings! T

Topic: Announcements / Sending Estimates / Invoices to individuals, not companies

I have some individual clients but I treat them as companies.

On a side note: The one thing I have noticed about people, associated to a company, is that I have to assign one unique email address to one person/company. 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!

Topic: Feature Requests / Cashboard to Forum

I do use that work around currently…it’s just a pain because I have to REMEMBER to do it….

Like I said…I just had to ask….T :)

Topic: Feature Requests / Cashboard to Forum

I know this is probably silly Seth but I just have to ask…..

The link inside Cashboard to the “News” area does not open a new window….it takes me directly to the “News” page and effectively kicks me out of Cashboard unless I click back, back, back. Could you just setup the link to open itself in a new window so that I don’t have to login every time I decide to go browse the latest updates?

Love the program! Blessings! T :)

Topic: Feature Requests / Estimate details

yes….you know best…..great job Seth! T :)

Topic: Feature Requests / Estimate details

How about a minimizer effect of some kind? That way it can stay at the top but not be in the way? T :)

Topic: Feature Requests / Estimate details

Hey Seth! Great job on the estimates.

I have one question though and it relates to the details….could these go on the bottom instead of the top? I don’t know about everyone else, but my details don’t tend to change, yet my tasks and stuff do…currently I am having to scroll a lot every time I import and item or the page refreshes. (Yes I have a smaller screen…)

Just a thought….

Blessings! T :)

Topic: Random / A random design thought...

Oh rub it in….LOL

Topic: Random / How do you use estimates?

You go Seth…I can tell you are having fun with this program…..keeping it simple is what you do best. Blessings! T :)

Topic: Tips & Tricks / Project Expenses - How do you track?

Yes AdamJ, similar…

I line item according to past knowledge of how long something takes me and my hourly rate. I always include revision clauses in case clients get out of hand with changes.

My question, though, is specific to tracking expenses, i.e. extended licenses for royalty free photos, or frames, prints, etc that are incurred during the process of a project. This is something I really don’t want the client to see…but need to have associated to the project. I have no way of seeing a behind the scenes expense tabulation and whether the fees I am charging are covering my costs. I try my best to go back and review the project so I can adjust going forward, but that can be overly time-consuming since I don’t have a “place” to go per project to see “all”. Like the lovely graphing that Seth has provided us in the front end, I feel the need to see a cost charged vs actual cost.

Blessings! T :)

Topic: Tips & Tricks / Project Expenses - How do you track?

I have a question for active Cashboard users. Let’s just put this out there first, I love this program and use it all the time

I would like some thoughts on how any of you handle tracking expenses incurred per project and if any of you are doing this in Cashboard? I guess my question is along the same lines as billable vs. non-billable time….but actual rate vs. actual cost of the project. I hope this makes sense….Just wondering what you creative folks are doing and how I can implement through Cashboard to make me more efficient. Thanks. Blessings! T :)

Topic: Random / A random design thought...

LOL – maybe you have a larger screen then I do (smile)....my 15” means I end up scrolling through my screen a lot as I have projects that have many line items in them. I will use Cashboard nonetheless…it’s a marvelous tool. Just thought I would put my two cents in. Blessings! T :)

Topic: Tips & Tricks / Add No Charge as an option for time entry

I create a “COMPED TIME” description on my invoice and just use the negative $ amount for how much I am “giving” them.

On a side note (along the same theme), I have created myself as a client and have different categories for non-billable time: i.e. Phone calls, estimate creation, emails, etc. Then when I use the widget I just enter the category and the client name in the descrip….that way, under the timesheet feature, I can check in one fell swoop how much non-billable time I personally am spending on each task for each client and keep it under a certain amount of control….

It might help someone out there….Blessings! T :)

Topic: Random / A random design thought...

I have to say from a browser perspective your top choice is better due to the scrolling of the browser on the side. I don’t have to move my hand across my wacom tablet to click the buttons as compared to the second choice. In other words, movement feels more consolidated in the first one…much easier on my arm. I work way too much as you can tell! Cheers! T :)

Topic: Random / How do you use estimates?

I will add to this that if you just create generic estimates for graphic design items, website, photography, etc…it works very well and makes consistency through your pricing “a breeze”.....I love being able to create generic estimates that I can setup for different circumstances and then I just import those into a new estimate for a prospective client. It works very well. Blessings! T :)

Topic: Random / How do you use estimates?

Estimates: I use the estimate to project feature all the time. Most of the times it is flat fee based, but I will usually have at least one hourly rate line item with a high and low price on it.

I also add a hidden markup for processing fees I incur…I would much rather be able to add the markup as a percentage that splits itself across the board on each item. I find that if I invoice part of the project I have a difficult time adjusting my prices so it makes sense. For example, if I need to account for a 3% credit card fee on the total bill, I would like each item to have the markup on it so that if they get invoiced before the project is completely done, then I still keep the markup intact.

Also, I wish the “details” of the estimate would translate over to the projects as well….I have found myself having to click three – four times to just check the terms that I put on my estimate and then go back to my project….

Projects:
As for another wish in this process, I have to do a lot of clicking to figure out if I have already invoiced for certain parts of the estimated project before the whole project is done. Some of my projects take 4-6 months to complete and I need to bill for costs incurred etc. before we are actually done. I believe you have safeguards in place to make sure things don’t get billed twice, but it would be great to have a better way to identify already billed items. Currently I have to go to the project and then click on Invoices so that I can then check and see what I have billed out….lots of clicks back and forth to make sure.

Thanks for allowing us this open forum to at least make our thoughts known….your program is fabulous and we know you are working hard to get it to be even better. Thx. T :)

Topic: Random / Estimates vs Actual Time Spent

I have seen this announcement…

“For those of you who like to work with estimates, you’ll notice that your project tasks now have tiny indicator bars. These bars allow you to scan your tasks quickly and see what’s on or over budget. Customers who don’t use Cashboard’s estimate functions won’t see anything at all.”

So how do I find this wonderful feature?...I can’t locate for some reason. I use the estimates to projects feature….let me know as I would love to have this visual for better efficiency. Thanks Seth! T :)

Topic: Feature Requests / Integration with QuickBooks

I agree Seth…we need it but please don’t rush the end product. By the way, I am loving what I am seeing with the reporting…I do hope you have a csv download for the tax report in the works. It is looking good! Keep up the good work! Blessings! T :)

Topic: Feature Requests / Scheduled invoices auto-send

Hey Seth….I have a small request please. The auto send invoice works great, but I did notice that it sets the due date automatically to 14 days out. I typically only have a 7 day due date and I know that other clients are at 30 days out. Is there a way that we could set the date for a client and have it remember…prior to this I would just change the due date, but as this goes out automatically I need the ability to set it differently.

Thanks! T

Topic: Tips & Tricks / Take a deposit up front for your projects

I say yes to this as well….my partner does the accounting end and he gets testy when the deposit money is floating in limbo land. Creating the invoice for a deposit and then deleting and reattaching to the proper invoice causes issues if you have a lot of work flying out the door as we do. It gets too confusing to remember if you created the deposit invoice and/or deleted the right thing. Thx Seth! T

Topic: Feature Requests / Client logins require passwords or not?

I tend to agree Seth, unless there is some unique way for the client access to be generated…it might be something that someone could misuse. T :)