Grids

Grids are lists of invoices or estimates, expenses, projects, clients etc. For example, if you go to Sales ->Invoices – you will see the Invoices grid: Each table includes columns with the main information: There are helpful buttons such as “Search” and “Show all …” which help you filter information […]

Your MoneyPenny subscription invoices

Whenever you buy a subscription and then each month, for as long as you remain a MoneyPenny subscriber, we will send you a confirmation email. Attached to this email you’ll also find the MoneyPenny subscription invoice (as a PDF file). If you want to access older invoices for your subscription, […]

User permissions

For User Permissions, you have two main areas: Access – tabs/features which are available/visible for user Limitation – access rules that are different from Account Owner’s access. If a user’s access is not described in limitation, it means that role has the same access as the Account Owner. General There […]

Team Approvals

If you enabled the “Approve Timesheets” feature (Settings -> Preferences -> the “Approve Timesheets” block, read more on Timesheet Approving here) in “Time & Projects you will see an extra tab – “Approvals” – where you can review team members’ working hours and see which weeks are approved, unapproved or […]

Timesheet Approval

With MoneyPenny, you can save more time by simplifying the timesheet approval process. Just enable the “Approve timesheets” feature and you’ll get the magic of it. This means that your staff members will be able to send their working hours for your approval. Once you approve these hours, staff members […]

Team Timesheet: Monthly and Weekly View

MoneyPenny gives you two view options when it comes to “Team Timesheets”, a weekly one and a monthly one. You’ll find them under the tabs “Month” and “Week” on your Team Timesheets screen. The Monthly View In the monthly view, you can review staff members’ activity during one specific month: […]

Adjustment of the End Time

In MoneyPenny, Projects have an option titled “Automatic adjustment of the time”. This means that if you will log hours on a specific project through the timer, the time will be rounded up. Mark this checkbox and choose the adjustment you prefer: You have 6 options: – “To the next […]

Profit and Loss Report

The “Profit and Loss” Report shows the net profit or loss your company gets during an accounting period by subtracting costs from incomes. Income basically means company’s revenue from the taxable and non–taxable operations. The “Income” category includes the next subcategories: – Taxable Operation Income – a summary of all […]

VAT Report

The VAT Report shows your company’s activity by including the following: – how much money you got from selling goods or services; – how much money you spent on purchasing goods or services; – the VAT amount from sales and purchases, which can be a negative or a positive value. […]

Project Report

Project Report shows how much you will earn from each of your projects. In the Report header you have the general project information, such as: – Project Status (not started, in progress, finished, overdue); – Start date and End date; – Budget method; – Total hours logged on this project […]

Invoice numbering

Every invoice has to have a Number, which should be unique. By default, invoice numbers have the format “IV-nnnn” (first invoice – IV-0001, second invoice – IV-0002, third invoice – IV-0003 etc.). However, you can customize this default format in Settings -> Number Groups -> Edit Invoice Number. Find out […]

Assign tasks for time tracking

We’ve made it easier for you to not only choose project tasks but to also assign tasks to specific project members. Just click the Task Name on Edit Project page, then choose the assigned team members and click “Save”. Next, “Save project”. From now on, this task will only be […]

Project custom fields

You can add your own input fields to a project on MoneyPenny. These fields are in the “Custom fields” tab available on Projects. Add New Custom Fields in Settings -> Preferences and Save Changes: Next, it will appear on Projects as shown below: Important: if you delete a custom field […]

Staff: internal notes

MoneyPenny allows you to enter Internal Notes on “Edit Staff” page. This means staff members cannot see these comments (labeled as Internal Notes) added on their profile. The viewing rights of Internal Notes are as it follows: – If you are an Account Owner – you can see and edit […]

Clone Project

You no longer have to start a Project from scratch. MoneyPenny simplifies it by allowing you to make a copy of the project. Just choose “Clone Project” from the Project Menu. The cloned project will have the same client, billing and budget methods, rates, tasks, members. But will also have […]

Import Items

We’ve made it very simple for you to import product items into your MoneyPenny account as a .CSV file. Simply go to “Sales” -> “Products List” -> “My Items” and click the “Import” button. Here, you can download an example of how this file should look like: Next, click “Browse […]

Mark tasks as “Done”

If some tasks from your project are done and you don’t want your staff members to work on these tasks anymore, you can mark these tasks as “Done”. Just go to the Project Dashboard -> “Manage Tasks” tab. Click on the green slider and once it becomes gray it means […]

Gross/Net prices on the invoice/estimate

On your invoice/estimate you can switch between the gross or net product prices. You can find the related buttons in the “More Options” section: “Gross” means that your items prices will include taxes. For example, if you have two items with the same prices “40,00” and one of them has […]

Client without email

In your MoneyPenny account, it’s now possible to can create a client without adding an email (yes, this means email is no longer required). Therefore, you can work with this client in MoneyPenny like you do with other clients (who have email addresses). The only differences are: When you try […]