Attendance – Time Calendar

Attendance calendar Attendance Time Calendar – Make a request for changes The Attendance Calendar gives you a quick overview of the weekly, monthly or annual attendance time. The supervisor (department leader, admin or account owner) is also able to create or modify clock in or clock out times and the […]

Attach Unbilled Time and Expenses to Recurring Invoices

On each Recurring Invoice Profile you will find a very helpful option –  ‘Include unbilled time and expenses’: This feature allows you to automatically include all new timesheets and expenses (related to your invoiced client) to the recurring invoices. The ‘Include unbilled timesheets and expenses’ window has 4 simple parts, as you […]

White label your Domain

What is white-labeling? White-labeling is the functionality that shows Internet Service Providers (ISPs) that MoneyPenny has your permission to send emails on your behalf. This permission is given by the act of pointing very specific DNS entries from your domain registrar to MoneyPenny. Once these DNS records are entered and […]

Round Invoice Amount to Rappen

If your business currency is the Swiss Franc – you can use a special feature – 5 Rappen rounding on the final invoice summary. All you need to do is go to Settings -> Company Profile -> check ‘Round to 5 Rappen’: Save your settings and check out what you […]

Recurring Invoices

Recurring Invoices are invoices that are created automatically with a specific frequency. MoneyPenny allows you to create a Recurring Invoice Profile that will create and even send out these invoices for you. Just go to Sales -> Invoices -> Recurring Invoices -> and click ‘Create recurring Invoice’: On the “Create Recurring […]

Paste Text to the MoneyPenny Input Fields

Sometimes it’s much easier to copy a text from one place and paste it to another – for example to a document’s ‘description’ field or ‘note’ field. MoneyPenny allows you to copy and paste texts, but if the text includes some styles/tags, MoneyPenny will skip them and will display the […]

Default Template for a Client

As you can now set the default template for all documents (invoices, estimates, retainers) in Settings -> Stationery Templates (more here), you can also choose a special template for each client you have. Just go to the Update Client page -> ‘Client Default Settings’: Next, click on ‘Default Template’ field […]

The Client’s Account

The Client Account gives your client access to the following: – Dashboard – his own reports – Invoices (invoices, retainers, payments) – created for this client – Estimates – generated for this client – Own settings. On the Dashboard page, the client is able to see some general information about his […]

How to Delete a Retainer’s Payment

You can find the retainer’s payments in Sales -> Payments -> Retainer Payments. If you want to delete a retainer payment click on ‘Delete Payment’ in bulk actions or in the line-end menu. But if you have already used this payment to pay an invoice  (more here), when you’ll try […]

Client’s Dashboard

You can review the relevant information and reports related to a specific client on the Client’s Dashboard. Just click on the Client’s name on the list: The ‘Client Overview’ tab: On the left side you can see the following general information about your client: – Active since – The date when […]

Project Hours Report

This is a report which is related only to one project – you can access it on the project dashboard -> ‘Create an hours report’ link: Here you can see information about this project members’ activity during the day: By default, the report shows the tasks and hours logged by all […]

Inventory Balance

This report shows the current items’ stock and helps you to make an audit within moments. Here you can choose the inventory snapshot date (all calculations will be done up to this day) and filter report by items: In the table, you can see the item number, the item name, […]

Export Expenses

You can Export Expenses with all the information about them by going to the user menu -> Export -> Choose ‘Export Expense’. In the ‘File Format’, you can choose CSV or DATEV (more about DATEV). ‘Delimiter’ – comma or semicolon – this is the punctuation mark which separates your data […]

Invoicing the Flat Amount Project

If you’re working on the project based on the ‘Flat Project Amount’ billing method (read more about them here), it means that the project price is constant and it doesn’t depend on the rates and hours spent by your staff on this project. You can invoice this amount in several […]

Payment without Invoice

You can create a payment without an invoice reference. Just go to Sales -> Payments -> Add Payment: Then click ‘Create without invoice’: Enter the information about the payment and click ‘Save’: Very important: the information about such payments will be included in reports (Profit and Loss Report, VAT Report, […]

Personal Days on a Project Dashboard

If you set an hours budget for your project (Total Project Hours, Hours per Staff, Hours per Task – more about Project Budget here), you can easily track how much time is spent on this Project. You can see this information on the Project Dashboard: – Budget Shows the number […]

Purchase Order based on Invoice or Estimate

If you want to create a Purchase Order with tasks and Items from the existing Invoice or Estimate, you can simply do it by choosing any Invoices (Estimates) and clicking on the ‘Create Purchase Order’ option from the end-of-line drop-down menu: Now all tasks and items with their price and […]

How to Delete the Time Records

You can simply delete the time records on the Time Tracking page by just the clicking cross button on the time entry line: BUT always keep in mind that you can delete a time entry ONLY if the status is Non-billable or Unbilled (in other words – not invoiced, not […]