Projects

Working with projects is where you’ll spend most of your time inside Cashboard. Take a tour and see what to expect.

Active projects are projects that are being worked on currently. You may create tasks, log time, and create invoices for them.

Closed projects may not be worked on in any way. This means no time may be logged, no tasks edited, and no invoices generated.

Invoice / Active Projects

You don’t have to have a project active to create an invoice for a client. You only need to keep a project active for invoicing if you wish to bill for time you’ve logged against that project.

Estimate / Active Projects

When you create an estimate you are creating a potential project. You are not charged for potential projects. Only if your client accepts an estimate and you activate the project for that estimate is it counted against your active project count.