Payment records made by Account Owner/Account Member

How do I add a payment to an invoice? As the account owner or admin or team leader you can record a payment manually. To do this go to, Sales ➝ Invoices ➝ mark needed invoices ➝ click “Add a Payment” …Or go to Sales ➝ Payments ➝ Add Payment ➝ […]

Payments made by clients

How do I connect MoneyPenny to a payment gateway to allow for online payments? Activate payment gateways at, Settings ➝ Payment Integration ➝ ‘Active’ button Then attach these payment methods to the invoice on the invoice page and send to your client. Online payments via payment gateways (PayPal, Stripe, 2Checkout, […]


Payments supported by settings To mark invoices as paid, you can record the payment manually as the account owner or admin  or team leader. …Or your clients can make payments online. The available payment methods are PayPal, Stripe, 2Checkout, Braintree. To set up these payment gateways go to, Settings […]

Expense categories

Recording a new expense category include a default list of expenses based on DATEV. However, you can add your own expense categories and subcategories. To add a category go to, Purchases ➝ Expense Categories ➝ Add Category Using expense categories Every expense is linked to an expense category. You […]

Expense Statuses

You can view the expenses statuses on the expenses grid. On, expenses have five statuses: 1. Non-billable If the expense is not attached to client/project or if the expense is attached, but the checkbox ‘Expense is billable’ is unchecked. 2. Unbilled The expense is attached to a client/project and the […]

Using expenses

Record expenses from the business to a client If some of your business expenses are related to a particular client or project, you can invoice the client with these expenses. To attach expense to the client or project, mark check-box ‘Attach to project’ on the expense page ➝ and choose […]

Create/update Expenses

How to create an expense? How do I update/delete an expense? How do I search for a specific expense? How to create an expense? To create an expense go to, Purchases ➝ Expenses ➝ Add Expense Expense pages include: – Author name or the Expense creator. By default, this is […]

Logging time with the timer

I need to edit the Start tTime while the timer is running How does the timer work? On you can use a timer for counting and logging working hours. To open the timer, just click on the button “Start Timer” at the top of the page: or go to, […]

Using the weekly timesheet

How do I track working time? You can find your weekly timesheet at Time & Projects ➝ Time Tracking ➝ Week. Here you can: – add or change hours manually in the task-day field; – delete all weekly entries per task by clicking on the cross icon on the grid. […]

Using the monthly timesheet

How do I track working time? You can find your monthly timesheet at, Time & Projects ➝ Time Tracking ➝ Month Here you can log the hours using the ‘log time’ widget. You can also view a calendar showing the amount of logged hours per day. Choose any day on […]

Status of timesheet entries

You can see the time entries statuses on the timesheet table: Timesheet entries have six statuses: 1. Non-billable – if a task is marked as non-billable on a project (in this case, you will not be able to attach the related timesheet to the invoice) or if the task is related to […]

Updating time records

How do I change the hours that I logged? To edit timesheet entries go to, Time & Projects ➝ Time Tracking ➝ click on the pencil icon on the timesheet grid. You can change the project, task, notes and hours of the timesheet entry. Note: You can see when the […]

Logging time

How can I log the time? You can log hours of daily work to your timesheet. Go to, Time&Projects ➝ Time Tracking. Choose the project and task and enter hours ➝ after clicking ‘Log Time’ record will be saved. How do I generate an invoice from the tracked time? All […]

Generate an invoice based on the expenses of the Project

In MoneyPenny, you have two ways of billing your clients based on the times your staff worked for them: 1. You can create an invoice based on the project (will include all the time your staff spent working on a specific project) (Time & Projects ➝ Projects ➝ button ‘Generate […]

Using projects

Create a project from an estimate You can create a project based on your estimate data. To do this go to, estimate grid ➝ choose ‘Convert to Project’ on the row end menu ➝ enter the project name and click ‘Create Project’. Note: If your estimate has a title, then […]

Project billing methods

Hourly task rate Hourly staff rate Hourly project rate Flat Project Amount Flat Amount for tasks A “Project billing method” is a way in which your project costs will be calculated and invoiced to your clients. You can choose or change a project billing method on the “Update Project” page. […]

Create Project

How do I create a project? To create a project go to, Time & Projects ➝ Projects ➝ Create New Project Project data – description When you open the project page, you can see the following data and customization: – Project number – internal number of this project. This field is […]

Team Leader

Who is a Staff Leader? How do I invite a Staff Leader? How to deactivate a staff leader? Who is a Staff Leader? A Staff leader is a user role on which has limited access to the account. To be more specific, a “Staff leader” user will be allowed […]

Team Member

Who is a staff member? How do I invite a staff member? How do I deactivate a staff member? Who is a staff member? A Staff Member is a user role on which has limited access to your account. A “Staff Member” user will have access to the following […]

Account Owner

1. Owner’s access levels 2. How to change an Account Owner Owner’s access levels The Account Owner (the person who registers the company) has admin access to their portal. Admin access includes all the features of the purchased subscription plan. Available account owner tabs and features: Dashboard – read simple reports of the […]