How-To

Cashboard allows you to have your own numbering scheme for Invoices, Estimates, and Payments. We’ve tried to make the numbering scheme as configurable and flexible as possible.

• MM/DD/YYYY (the default)
• DD/MM/YYYY
• YYYY/MM/DD

To change the format the system uses, visit the Settings tab, then the Account sub-tab. Look under “Time & Date”. There you can change your time zone and date format.

If you’d like to change the company that a project or estimate belongs to, visit its Details tab.

You’ll be able to change the company – as long as there have been no invoices generated for it yet.

Invoicing is a major part of Cashboard. Find out how to work with invoices here.

This article assumes you already have an Authorize.net merchant gateway account. If you don’t have one, sign up for one here.

If you work like we do, you take money up front from your clients. After receiving that deposit, you should enter it inside Cashboard as a payment.

If you’d like to add a discount to your invoice, it’s easy to do so.

Navigate to the invoice’s Items tab, then add a new line item with a negative number for the Flat Fee box.

Give your clients a detailed break down of where their money is being spent.

By popular demand, today we launch our initial version of multi currency support. You can even bill each of your customers in their own home currency.

Until now all accounts have defaulted to USD. You may change this by visiting your Account Settings page. To do so, click on the main Settings tab, then the Account sub-tab.

From there, scroll down until you see something like this…

Using the drop-down you can select another currency.

Click the Change Account Currency button all of your stored financial information will be converted, using today’s exchange rate information.

All financial data within Cashboard will be shown in your home currency.

Cashboard supports 47 different currencies.

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

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.

Cashboard makes it easy to synchronize your Basecamp to-do’s with project tasks, and time entries. Here’s how.

Cashboard plays nicely with 37signals’ collaborative project management system, Basecamp. Find out how to set up integration here.

If you want to use the same people you already have inside Basecamp with Cashboard it couldn’t be any easier. Check out this article to find out how.

Before you can sync tasks with to-do items, or import time from Basecamp projects you must link them together. Find out how here.