Recurring Expenses

If some of your expenses are recurring, you shouldn’t manually create them each time they occur. Here’s how we’re helping you save more time: You can set up a Recurring Expense Profile and Moneypenny will automatically create recurring expenses with a certain frequency. Just go to Purchases -> Expenses -> […]

Invoice/Estimate Template Background

One-page invoices/One-page estimates Your business documents could have your own background style. How to create a document template? Read here. Now let’s see how the ‘Background Options’ works. By default, it’s a ‘Blank page’ – so all the pages of your business documents have a white (blank) background. If you […]

Currency Number Format

You can change the currency number format by going to Currency settings (read more here) Just click on any currency to edit it and change the number format in the special field as shown below: – , as thousand separator and . as decimal separator – 1,234,567.89 – . as […]

Template Placeholders

Each of your template blocks (more here) has the ‘placeholders’ option. There is some information which will be filled by default instead of each placeholder. For example, if you use ‘::client name::’ and ‘::client address::’ on ‘Client Address’ block, then on the invoice/estimate, this field will automatically display client’s name and address. So […]

Bank Transfer Slip

You can create invoices with Bank Transfer Slip on the second page: So, how to add it? First, you should create a document template with Bank Transfer Slip (how to create your own template). Go to Edit template and mark the checkbox ‘Enable bank transfer slip’, then upload your bank […]

Document space images in Templates

Document space images in Templates ‘No image available’ on Invoices You can use images from the Document Space (more about Document Space) in your Templates. You can add it as placeholders in blocks ‘Document info’ and ‘Placeholder’: When you are editing it, click on ‘Placeholder’ -> ‘Document space images’ -> […]

Subtotals on Invoice/Estimate/Purchase

When creating invoices/recurring invoices/estimates/purchases, you will see the total amount at the end of the document’s table. But MoneyPenny also helps you use ‘subtotals’. It’s very simple: add some items to your document and click ‘Add Subtotal’: If you wish, you can enter a name for this subtotal line (or leave it […]

Attach Timesheets/Expenses/Mileages to Invoice

Attach timesheets/expenses/mileages assigned to specific project With MoneyPenny your Timesheets, Expenses, Mileages could be assigned to a specific client or project. – Timesheets. You can log hours to projects and if a project belongs to a client, then its timesheets will automatically be linked to that client. – Expenses. Use the ‘Edit Expense’ page […]

Invoice/Estimate History

You can find the Invoice/Estimate history below its preview. Just click the document number in the table to open its preview then find the history under the document: Here you will see information about all actions related to the invoice/estimate you selected: – ‘Created by …’ – info about when […]

Print List of Transactions

If you want to print a list of all your transactions, just click the ‘Print’ button above the Transactions table: This means you will get a printed copy of all the information available in this table: If you’re only looking for some specific data, feel free to filter this list […]

Connect project with estimate/invoice

If you want to connect a Project with an estimate, go to the ‘Project Activity’ tab in the Project Dashboard: Click on ‘Connect estimate’ and choose one or several of estimates (this list include only the estimates created for this project’s client): Click ‘Connect’ and from now on, you will […]

Staff: Working Hours and Notifications

You can define how much time your staff members should work during the week. Go to ‘Staff edit’ page -> ‘Working Hours’ block: Here you can enter the number of hours for each day of the working week. Also, you can enable notifications, for instance, if a user would work less than […]

Show Project Custom Fields on Invoice

MoneyPenny helps you organize your projects better by adding any information which is important for you, your staff or business. For this purpose, you can create custom fields (read more here). This information can be further displayed on the invoices generated through the project (how to generate such an invoice? Read […]

Project Dashboard

1. Project Dashboard – Instant – Project Reports – Contacts – Team Members – Key Performance Indicators – Project Metrics – Project Progress – Recent Activity 2. Logged Hours Project Dashboard is your window (and your fast lane) to project tracking. To access it, click the project name on projects grid (Time&Projects -> […]

Teams

MoneyPenny allows you to group staff members very quickly, by teams, in Contacts -> Teams: Create your first Team by clicking on the ‘New Team’ button: Enter the Team name, choose the leader of the Team, add team members and save. Note: only members with roles Account Owner or Admin or […]

Staff: Assigned Projects

Assign member on Project page Assign member on Staff page On the ‘Edit staff’ page you can use the ‘Assigned projects’ tab to assign projects (or unassign) to this specific team member. Just choose one and click on the ‘Move’ button: Or even add all: If the staff member has […]

Discounts

MoneyPenny allows you to apply different discounts for your invoice/estimate items: – Cash discount (more here) – Fixed discount – % discount per item – % discount for all invoice/estimate total. Fixed discount Fixed discounts can be applied by entering a new item with a negative amount to the invoice […]

Project Statuses

On MoneyPenny, each project has a status. You can see it on the Project dashboard: Projects can have any of the following statuses: 1. Not started – if you just create it and then do nothing with it. 2. In progress – if you or your staff members are working on […]

Attach Expenses to an Invoice

Attach multiple expenses With MoneyPenny, you can easily bill your expenses if they are assigned to a client or/and a project. First, choose the client/project for the expense: Note: Don’t forget to mark the checkbox ‘Expense is billable’ because if it’s unchecked you will not see it on your invoice. […]

Make ‘Paid’ invoices “Unpaid”

You can make your “Paid” invoices “Unpaid” by simply choosing the invoice and click ‘Mark as unpaid’: In this case, the related payment will also be deleted from the Payments list. Moreover, if the invoice had a discount, the linked expense will be erased (more about discounts here). If a […]