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 the company’s revenue from the taxable and non–taxable operations. The “Income” category includes the next subcategories: – Taxable Operation Income – a summary of […]

VAT Report

1. VAT Report 2. Generate VAT Report 1. 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 […]

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 […]

Invoice Numbering

Different numbering for Invoices and Pro-Forma Invoices 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 […]

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: If you fill the custom fields on […]

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 have no longer 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. Note: You can also import items through My Menu -> Import -> choose ‘Import Items’ from […]

Mark tasks as “Done” & Close Project

Mark tasks as “Done” Close Project How to ‘reopen’ closed projects 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 […]

Gross/Net Prices on the Invoice/Estimate

On the 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 E-mail

In your MoneyPenny account, it’s now possible to 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 (that have e-mail addresses). The only differences are: When you try to […]

Expense Categories’ Numbers

If you want to export your expense categories to another system (DATEV, SKR3-SKR4, customized), you need to follow its’ categories numbers. By default, the MoneyPenny uses DATEV numbers – you can review them in “Purchases” -> “Expense Categories” -> “Basic Numbers”. These numbers aren’t editable. However, you can create another […]

Tasks in Project

To start working on a project in your MoneyPenny account, you need to have tasks assigned to this project, otherwise, you will see blank task lists in the time-tracking widget: Once you click the “Add Tasks” link, you will be redirected to the Update Project page where you can add […]

Team Timesheet

“Team Timesheet” is a calendar that shows how your team members have spent their time. Here, it’s simple to organize your data and, for instance, filter it by team members: Or choose to see information for the current month, the previous one or the past 30 days. You can also […]

Total hours

In your MoneyPenny dashboard you’ll find the “Total Hours” table which is a graphic display of staff members’ working hours. It includes a drop-down list with your staff members. You can choose anyone and review their logged and billed hours for the past 6 months: You can also use links […]

Number Groups

Number Groups: Estimate Number Group: Invoice Number Group: Recurring Invoice Number Group: Project Number Group: Client Number Group: Item Number Group: Vendor MoneyPenny helps you customize the format for Invoice Number, Estimate Number, Client Number, Vendor Number, Project Number and Item Number. In order to set this up, go to […]

Create Expense by Sending E-mail

We’re doing our best to simplify the way you record expenses and this feature is a part of this. Now you can create an expense within seconds in your MoneyPenny account by simply sending an e-mail to expenses@moneypenny.me. The subject of this email should consist of: expense name, amount, date, […]