News

Many of you know we’re working hard on getting our API together for a public launch sometime this year.

In the meantime, some of our more resourceful customers have come up with their own way to get data in and out of the Cashboard application leveraging the standard web calls we already support.

A perfect example of this is Robby Valles’ new Windows-only tool that interfaces with Cashboard.

This handy utility allows Cashboard Administrators to create tasks, mark them complete, and log time for them! Cashboard Employee accounts may also use the utility to log time in a different fashion than our official widgets for Mac and Windows.

Click here to download the utility and try it for yourself.
Great work Robby!

Those of you who have been asking for multiple templates will be happy to hear we launched this often requested feature last night.

You may now create multiple liquid templates for your documents and switch between them at will. This feature is enabled for estimates, invoices, and payments.

To enable multiple templates

All you need to do is stick to a naming guideline for your newly created templates and you’ll be able to select them for your documents.

• Estimate template names should start with “html_estimate”
• Invoice template names should start with “html_invoice”
• Payment template names should start with “html_payment”

To select a new template after it’s been created, use the Edit Details button while viewing your estimate or invoice. Selecting an alternate template for a payment receipt may be done right from the edit screen.

Originally when we first launched our Basecamp integration we had an ‘import from basecamp’ drop-down on the New Project and New Estimate screens.

After a time, we realized that drop-down was slowing down the creation of new projects dramatically, so it was removed.

Tonight we will push a new build of Cashboard into production that reintroduces the feature in a smarter way.

The new feature only grabs your active list of projects in Basecamp when you ask it to. Clicking the Import from Basecamp button will fetch all of your projects from Basecamp, and allow you to select one to import. Polite, right?

We’ve also cleaned up the projects table a bit, removing the stupid icon indicator that showed up when a project was linked with Basecamp.

It’s been replaced with a thoughtful link that will allow you to navigate directly to your linked Basecamp project. I hope you find it as useful as we do.