News, Features & Updates

If you don’t frequent our Cashboard Forum you’ve probably missed a couple interesting discussions we’re having.

• The future of Cashboard Estimates
• Possible user interface changes

Jump in and help steer the direction of the product!

A little over two months ago all paying customers were asked to participate in a Cashboard survey.

When we asked what was missing in the application the response was overwhelmingly biased towards search and reporting.

Today, those requests have been answered.

Dashboard Search

Right off the bat you’ll notice the Dashboard screen has changed significantly. Overdue Invoices and Projects to Invoice have moved to their own Dashboard screen, replaced with a higher level look at your Cashboard account.

Quick search is provided to access all items within Cashboard. No more clicking around to find what you need.

Simply and effectively search for:

• Companies & People
• Invoices
• Payments
• Projects
• Timesheets

Most of these searches can easily be downloaded to a CSV file, for exporting to MS Excel, Google Spreadsheets, or other applications.

Dashboard Quick Reports

The most stunning of the updates is sure to be our Dashboard Quick Reports.

These three reports give you a deep insight into your Cashboard account and provide you the opportunity to drill down into important information you need to operate your business.

Invoices vs Payments

Quickly see how much you’ve invoiced for and how much you’ve been paid over the course of time.

Clicking a bullet point on the graph will take you to a summary for invoices or payments for the time period specified in the report.

Project Time Spent in Hours

Keep an eye on what’s taking the majority of your company’s time.

The pie is divided into projects. Click a slice to see timesheet entries for a particular project in the date range given for the report.

Activity in Hours

See what you and your employees are up to with this report. We’ve given you the ablility to turn lines on and off for each person within Cashboard, and drill down into all of their timesheet entries for a particular day by clicking on a bullet point on the graph.

Estimates vs Actual Bars

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.

Clicking on the Billable number will show you all time entries logged for a particular task.

Money In Reports

Less glamorous but just as useful, we’ve moved three reports to the Money In section of Cashboard:

• Account Balances
• Company Cash Stats
• Tax Summary

WIth all of these tools you should be able to slice and dice the information inside your Cashboard account with ease. We hope you enjoy them!

It’s been a long time coming, and many of you have requested it. Today the second part of our reporting features go live. Invoice search has touched down.

We’ve opened up search for invoices so you can pull many different reports based on the information you need access to.

You can now search invoices by

• Client
• Invoice Date Range
• Due Date Range
• Payment Status
• Sent Status

Of course all of this information is great, but wouldn’t be as helpful if you couldn’t download it.

Searches can be downloaded as a CSV / Excel compatible spreadsheet so you can ship it off to your accountant, import it to another service, or perhaps back it up for your own personal needs.

Keep your eyes peeled to this blog, as more searching and reporting features will be arriving shortly.

If you were watching the twitter development feed you’d have noticed Build 1000 just went live.

This glorious new version of Cashboard allows you to have your clients auto-login when clicking a URL from an estimate or invoice notification. We believe this lessens the barrier to getting you paid, especially when accepting payments online.

In the interest of security, these URLs are unique, secret, and auto-expire after 14 days.

The default email templates have been changed to use this new feature, but if you’ve edited your email templates, you’ll need to add it manually.

Here’s how for ‘email_estimate_notice’...Replace the line with ‘estimate.client_url’ with the following…

{{ estimate.client_url | make_autologin: contact }}

...And similarly in ‘email_invoice_notice’...

{{ invoice.client_url | make_autologin: contact }}

Of course, if you’d rather not have your clients login just use the old method without the ‘make_autologin’ filter.

Enjoy!