News

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.

Another highly requested feature has been the ability to round time entries up to a specified number of minutes.

We felt this tied in well with our latest timer update and snuck it in as an additional Christmas present for you all.

Lots of people love using our dashboard widgets to accurately track time in a stopwatch like fashion, but the majority of our customers track time within Cashboard itself.

The old method inside Cashboard required you to leave your browser open while timers ran for your entries. That’s fine for people that work on the web all day long, but it can be a hassle. What’s even worse is that if your browser crashed, or you accidentally closed your Cashboard window you’d lose the time you hadn’t saved.

Not only does Cashboard track your incoming money with invoices and payments, it can now track your outgoing expenses.

Using Cashboard’s expense tracking features, you can re-bill expenses to your clients, track payroll, and keep an eye on the financial health of your business.

We’ve removed our previous Cash Stats report in favor of a much more flexible Payroll Report.

Using this tool you can report on employee costs for time entries during any date range. The Payroll Report works by pulling time entries and multiplying them by each employee’s pay rate on a per-project basis.

Markup

In the spirit of tracking expenses and giving you a more accurate way to track your profits we’ve introduced a Markup % field for Invoice and Estimate line items.

The markup field affects any price per and flat fee you’ve entered. The original prices are only shown to you, and the “marked up” prices are shown to your clients.

We’ve totally redesigned the way you manage invoice and estimate documents.

This redesign has one goal – to simplify your workflow. It comes from many hours of usability testing we’ve conducted and is a major upgrade from what we had in place.

Today I’d like to highlight our much improved Basecamp Sync.

We originally wrote the Basecamp integration with the launch of Cashboard. The API they provided back then didn’t allow us to do some things, such as importing and exporting time entries during a project sync.

To get around this, we’ve allowed you to directly import time entries to an invoice, and sync tasks on a project. This has caused many customers mass confusion and admittedly was a pretty hackish solution. Customers believed that you should be able to sync tasks and time while running a project sync. They were right.

PostalMethods has a wonderful writeup on how to send postal mail invoices from Cashboard today.

We still plan to offer a deeper integration in the future, but this is excellent news for the time being. I’d love to hear from anyone using this solution to hear how it’s working for you.

Click here for full instructions from PostalMethods

You might have noticed something a little (or a lot) different with Cashboard when you logged in this morning.

We’ve been busy designing new features and decided to release some of the improvements now instead of waiting.

These latest improvements have everything to do with reducing the clutter, visual noise, and weight of the Cashboard interface.

As many of you know, Cashboard was down for about an hour and a half this morning.

We’re extremely sorry for any issues this caused you. We were having some hardware problems that were getting worked through and in the rush it slipped my mind to update our twitter feed with news about the event.

If this has caused you any loss of productivity please email support and we’ll get you sorted out.

- Seth

Many of you work on the same types of projects repeatedly and have been asking for a slick way to reuse or copy items from a “standard list”. Some of our competition offers this ability, but we were never quite satisfied with the way we’ve seen it implemented.

The usual solution is to offer you a place where you can “manage” these items, then you have to go through some sort of special step to include them in your project (or invoice). To us this seems like a hacked solution based on flawed interface design principles.

We’ve taken a different approach to the problem, which we believe is much more elegant than anything else out there.

Starting today, any line item you’ve created on any Invoice is available to be re-used simply by typing its name into the title field when creating a new item. All relevant attributes will be inserted into your form after selection of an existing item. This allows you to modify different properties if you feel the need.

There is no “management” of reusable items. All items you’ve created in the past are available to be reused. We’ve also added this feature with our Estimates and Projects, so you should experience the same workflow improvements there as well.

Keyboard Input

Finally, we took the time to optimize all of the new item forms for quick keyboard entry. Once you start creating items you should be able to use your keyboard to fill out your Invoices, Estimates, or Projects without touching a mouse. Quickly tab through the fields, hit enter to add a new item. Once your new item is inserted your cursor will return to the “title” field so you can add another item.

Simple, effective, elegant – we think you’ll agree.

More for your money

We’re proud to announce our newest innovation – a DYNAMIC pricing structure made custom for your business.

Our new account plan allows for unlimited active projects and offers the best value for your software dollar.

Forget constant upgrading and downgrading. With our DYNAMIC plan you only pay for what you use, never a cent more.

I’ve had my head down working on some top secret things and didn’t notice, but we just passed Cashboard’s 2 year anniversary!

I’d like to thank all of our customers for supporting the product we believe in and work so hard on. Cashboard will continue to grow and evolve to serve your needs.

We’ve got some great things planned for this year and beyond which will make running your business a lot easier.

Have a Good Friday :)

- Seth, Subimage LLC

Professional Web Design firm Chromatic posted a very kind review of Cashboard, along with 10 other “absolutely necessary web-based tools for a freelance web designer”.

Check it out if you have a moment.