Frequently Asked Questions

Upgrading and downgrading your account plan happens right from within Cashboard. We’ve made it really easy.

Active projects are projects that are being worked on currently. You may create tasks, log time, and create invoices for them.

Closed projects may not be worked on in any way. This means no time may be logged, no tasks edited, and no invoices generated.

Invoice / Active Projects

You don’t have to have a project active to create an invoice for a client. You only need to keep a project active for invoicing if you wish to bill for time you’ve logged against that project.

Estimate / Active Projects

When you create an estimate you are creating a potential project. You are not charged for potential projects. Only if your client accepts an estimate and you activate the project for that estimate is it counted against your active project count.

Cashboard allows you to export all of your account data as an XML file once daily.

To do so, visit the Settings tab, then click on the Integration sub-tab.

Click the Export Cashboard Data as XML button and your data export process will be started. An email will be sent to your account owner with a link to download the data.

After the export is done there will also be a link presented from that same section from within the application.

We accept Visa, Mastercard, American Express, and Discover. You enter your credit card information during sign-up and we will bill you every 30 days.

At this time we don’t accept any other forms of payment.

To cancel your Cashboard account

1. Visit the ‘Settings’ tab from within the application
2. Click the ‘Account’ sub-tab
3. At the bottom of that page you will find a large red Cancel button, click it.

Cancelling your Cashboard account will immediately destroy all of your information kept on our servers. It may not be recovered at a later date.

We do not accept account cancellation requests via email for security reasons.

With your monthly Cashboard payment you are purchasing the right to use our service.

We own the software, you own your data. You can download your data any time you like.

Absolutely not. Cashboard is hosted on our secure internet servers.

All you need to access Cashboard is a web browser and an internet connection, which you already have if you’re looking at this web page.

• Firefox
• Safari
• Google Chrome
• Internet Explorer 7+

We allow all new customers of Cashboard to try our premium account features for 15 days.

After these 15 days are up you can decide to pay and continue using our premium features, or get automatically downgraded to our FREE account level.