Invoice / Estimate redesign
December 4th, 2009We’ve totally redesigned the way you manage invoice and estimate documents.
This redesign has one goal – to simplify your workflow. It comes from many hours of usability testing we’ve conducted and is a major upgrade from what we had in place.
From the get go, what you see is what you get. When viewing an invoice or estimate, you see what your clients see. If you’ve modified our custom document templates, you’ll see your invoice as it was intended right on the page.
Editing is only one click away – with no page refresh. Adding and editing items will automatically calculate new totals right in your browser. Adding items happens all inside the page, and feedback from saving is immediate.
We’ve also extended this edit-in-place workflow to project tasks, expenses, and time entries.
Importing Time & Expenses
When you’re creating or editing an invoice, Cashboard lets you import any outstanding time entries or expenses you have pending.
You can import items from multiple projects at once, and quickly choose a date range you’d like to pull from.
We’ve eliminated any needless pop-up windows and extra steps necessary to import your billable items onto an invoice.
December 4th, 2009 at 11:06 AM
Yeah, looks like a huge improvement.
The term ‘import’ in ‘import time and expenses’ has always worried me a bit. I’m not certain about what the replacement is. A couple relevant thoughts:
Just some ideas which might guide a solution.
Thanks.
December 4th, 2009 at 11:13 AM
@Moshe, thanks for the comments.
Time entries / expenses are marked “invoiced” immediately.
Additionally, to “uninport” or “unattach” you’d just need to delete the invoice line item that the time entries/expenses belong to, and save your invoice.
Pretty simple.
December 6th, 2009 at 06:03 PM
Thanks for the quick reply, Seth. This new release is a joy to use, and especially the invoice workflow described here.
I’ll be a bit brazen and make a small feature request. Lets catch invoice schedules up with invoices.
Specifically, I’d love to auto-invoice on the 10th of every month and auto-import the timesheet entries from the prior month. Sadly, the only option I see is to importing all uninvoiced entries, including the current month. One alternative would be to schedule for 1st of the month but not all time entries are submitted by then. We need some slop time into the next month. Thus, this feature request. Hope this makes sense.