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

Project List

Projects are the central hub you’ll base most of your work around in Cashboard. We’ve made it easy to see all of your projects at a glance, active or closed.

When you first start with Cashboard, the system is smart enough to display all of your projects. When you reach 10 projects in the system, the display will shift to a tab-view, only showing your active projects by default.

Of course, all of your closed projects are still available, but hidden from normal view. Don’t worry about filing them away, or doing any housekeeping tasks. Cashboard takes care of everything for you.

Easily keep an eye on your active project count and time logged for each project.

Tasks

The project tasks screen allows you to quickly log time for a task, edit and add tasks. Even see how your project is performing based on your estimates.

If you’ve enabled Basecamp integration you can also import tasks from your Basecamp projects.

Creating invoices is simple as well. One click generates an invoice for all uninvoiced time on your project. The days of wondering how much to bill your clients, or writing out manual invoices are over.

Employee permissions and billing rates

You don’t work by yourself all the time, right? Easily add or remove your employees or sub-contractors to projects and specify their billing rate.

Do you get paid a higher rate than you pay your employees? Cashboard automatically keeps track of how much your employees are making per invoice and shows you how much you are making as well.

Track your time

Easily keep an eye on your uninvoiced time on a per-project basis, and your employees time as well.

Even track non-billable time…

We use this feature to manage approval of timesheets for our employees. Setting entries billable or non-billable just takes one click. No submitting forms, no annoying load times.

Invoices

View all of your invoices for a particular project on one screen.

Have your clients paid you? How long do they have until they owe you money? It’s all presented in an easy to read format that keeps you on top of things.