News, Features & Updates

There have been a myriad of Invoice feature requests and questions since launching Cashboard. This evening we’ve pushed a design overhaul which takes care of the major issues people have had up until now.

Here’s a rundown of what’s changed.

Edit your invoice on one page

The biggest change you’ll notice right off the bat is that the Invoice Details screen is gone. We’ve combined it with the Items and Payments screen to form the new Invoice Worksheet, as shown below.

I can’t recall the amount of questions I’ve gotten along the lines of “how do I change my invoice number?”, or “how do I show time entries on my invoice?”. It took me awhile to figure out that most of these questions were caused by people not ever visiting the Details screen.

Longtime Cashboard customers will also notice some things have been shifted around, such as importing Basecamp time, or items from a project. These UI changes fall in line with our recent Timesheet updates, and we believe simplify the UI and reduce a lot of the clutter that was creeping into the invoice screen.

More flexible taxes

Tax per-item

Individual invoice items can now be included in tax calculations or not. Just select the “Tax?” checkbox on a per item basis.

Proper GST / PST support

We’ve also added in an additional tax, “Tax 2” which the Canadians in the audience will love. You can select if the tax is applied to the total as a sales tax, or the total plus sales tax, to properly support PST.

We’ve left this as generic as possible so you can set it up depending on what province you live in.

Custom Company Fields

Finally, a lot of you have been asking for additional fields for Companies, so that you can store things like VAT numbers, additional WWW urls, etc.

We’ve added three custom fields per-company, which can be referenced from your invoice or estimate templates.

As always, questions and comments are welcome. I hope you find the new changes as useful as we do.

Another smaller change made it into Cashboard tonight as well.

You’re now able to add negative amount items to estimates, in order to show things like discounts. Small, but useful change we believe.

This brings estimates in line with invoices, which have always supported negative amount items.

Sometimes it takes a pair of fresh eyes to point out glaring mistakes.

Such was the occasion last week when I got a puzzling email from a new customer. They were wondering why it was impossible to translate their estimates with detailed task descriptions to an invoice properly.

I was just as puzzled at the customer – until I took a critical look at the estimate to invoice workflow. The workflow graphic I came up with is to the right. You can see that estimate tasks had a title and description field, while invoice line items only had one for description.

Correcting the problem

As of this evening the problem has been corrected. Invoice line items now have title and description fields, just like estimate and project tasks.

Hopefully you’ll find the new solution as clear as we do.

Modify your existing Invoice Template

We’ve automatically transitioned all uncustomized invoice templates to use the new title field.

However, if you’ve customized your invoice template you’ll need to insert some code in order to be able to make use of the new description field.

Below is a snippet that works.

{% if item.description != empty %}
  <br/>
  <span class="info">
  {{ item.description | format_text }}
  </span>
{% endif %}

If you have any questions feel free to email support or discuss in our forums.

Just pushed a minor change which included some much-needed bug fixes.

In that update I decided to sneak something in that I’ve been forgetting to add for awhile.

A notes field has been added for

• Payments
• People
• Companies

Now you can record check numbers for payments and extra information for people and companies.

Cashboard is now a year old and has surpassed all of my expectations.

As a small company that includes myself and one part-time employee, it’s amazing to me that we’re in such a large space battling major players with far more resources than we have access to. It’s also very humbling and gives me a lot of hope for the future.

In that one year in service, Cashboard has helped small businesses collect over 26 million dollars. That’s pretty major.

For how much we’ve achieved with so little to work with, what might be possible in the future? I never imagined that this program I created for myself would grow as large as it has.

None of that would be possible without you all.

Thank you!

—Seth, Subimage LLC

Everyone who’s been asking for timesheet search your day has come.

As an admin, you may search time entries from the All-time screen. There are a number of nice new things that we rolled into this update, including:

• Search on multiple fields
• CSV export respects your search criteria.
  • This is basic ‘reporting’, but expect more to follow.
• Admins can now quickly enter time for all people in their company.
  • Users can be selected with a drop-down from the new entry form. No more switching back and forth!
• Project Time Log screen now links directly to a targeted Timesheet search, so you can quickly edit or add entries for a project.
• Make all visible entries billable or non-billable with one click of the mouse.

We’re striving constantly to make your workflow quicker, and Cashboard easier to use. Just another thing that separates us from the pack of imitators out there.

No April fools here…

Lesser services copy features we had months ago and we just keep on innovating. Check out the latest from deep within the Cashboard labs.

Timesheet search is coming within the week. You’ll be able to search on…

• People
• Date range
• Billable
• Invoiced
• Project
• Task

Be on the lookout for a better integration between the Project Time Log screen as well as the ability to mark all time entries billable with one click of the mouse!