Sharing information with your clients about their projects is a major part of Cashboard. Find out how it happens here.

Provider and Client interfaces

Cashboard has two different interfaces. One for you (the provider of services), and one for your clients.

You have total control over what time entries are shown to your clients and when.

Billable vs Non-billable time

Time entries never get shown to your clients if they’re marked non-billable.

All items by default are entered as non-billable time. This assures that you can approve your employees time before showing it to your clients.

Controlling when billable time gets seen

When clients log in, they can see tasks and time logs for their projects. When these items are visible is totally up to you, on a per-project basis.

Visit your project’s Details screen, and you’re presented with the following options.

Show time to client

• When invoiced
• When marked billable
• Never

This allows you to be totally transparent about your work in progress, enables you to refine time entries as you go along, or hide entries from your clients all together.

Let your clients track your progress

Clients love to know how you’re performing. This is why we provide them with an easy to read view of all project tasks.

Here they can see what items are complete or incomplete, and a breakdown of all time and costs involved.

Of course, these times always reflect the privacy settings made for your project. If you specify that time entries should Never be shown, the Time Log and Tasks screens will not be available to your clients.