Default Client and Project

When you create a new MoneyPenny account, you will see “Test Client” as a client in your “Clients” list and a “General” project in the “Projects” list. Both “General” project and “Test client” are sample files, created for your convenience. Now you don’t have to manually add such data when […]

Import timesheets via CSV

With MoneyPenny, you can create timesheets manually, but you can also import them from a .CSV file. Just go to the “Import” link in the header menu, choose “Import Timesheets” and click “Import”: Next, you can click on the “sample file” link and download an example of the .csv file. […]

Special prefix for invoices

From your MoneyPenny account, you can assign a special prefix to invoices created for a precise client or a particular project. You can easily add such a prefix right on Client’s page (Contacts -> Clients -> Edit client), as shown below: In this case, the invoice number for this client […]

Transaction Report

The “Transaction Report” is a report that includes the invoices you created, the payments you received and the expenses that have been made. Find it in “Reporting” -> “Accounting Reports” -> “Transaction Report”. This report consists of 4 tables, as you can see below: – Invoices Created – includes all […]

Templates font

With MoneyPenny, you can choose a default font for all your documents in “Settings” -> “Preferences” -> block “Default font for templates”. This detail is very important, especially if you use one of the not-so-common currencies, whose symbol is supported only by some fonts or if you are using specific characters […]

Timesheet Invoicing

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). More about this type of invoice creation here. […]

Import Expenses

In order to create an expense in MoneyPenny, you have two options: 1. You can do it manually, by clicking “Add Expense” button or 2. By import through .csv file (click the “Import” button -> choose ‘Import as CSV’ OR open user menu -> ‘Import’ -> choose ‘Import Expenses’ and […]

Cost Report

“Cost Report” is a detailed report about timesheets (logged hours), staff rates, total costs per timesheet, total hours and total costs. You can find this report in “Reporting” -> “Accounting Reports” -> “Cost Report”: Use filters to view only the data you’re interested in, for instance you can select information […]

Big Export

If you want to export all your Money Penny account data to one (.csv) file, the “Big Export” feature will help you do it. First, choose “Account Export” from the user menu: On “Export Data” page, click “Export Your Data”: As soon as the data will be archived as ZIP, […]

More than 30 users on Enterprise Plan

If you’re on the Enterprise pricing plan, the maximum number of users (staff) you can invite is 30. If need you need to add more people on your MoneyPenny, you can “buy” additional users on the “Subscription Details” page: go to My Profile -> Subscription -> and click on “Add […]

Customize your layout template styles

In MoneyPenny, you can create your own invoice/estimate template (more details here). Now you can also customize its style. Just click tab ‘Layout’ on edit/create your template. In the “Properties” block you can change the document margins, placement of logo, background, color, and size of Client Name: In addition, the block […]

2Checkout Payment gateway

In MoneyPenny, your clients can pay invoices online through their “Client” profile. To make it possible, you should integrate your account with one or several payment gateways. One of such payment gateways is 2Checkout. To start the integration, go to “Settings” -> “Payment Integration” -> click the “Active” button. Then […]

Datev Export

MoneyPenny supports exports for invoices and expenses in Datev file format (CSV files). This format is primarily used in Germany, Austria and Switzerland by tax consultants. You can find the “Datev export” function in the “Export” menu. First, select the entry “MoneyPenny Datev” from the “File Format” dropdown list. In […]

Credit Memo

In case you’ve sent an invoice, but the client doesn’t like the product or wants a refund, MoneyPenny helps you cancel the invoice and send a “Credit Memo” (knows also as “credit note”). To cancel the invoice, simply go to the Invoices List (Sales -> Invoices), choose the related invoice […]

Mark “Zero invoices” as paid

In MoneyPenny, you cannot create a payment for 0.00 amount invoices (also, your clients cannot make such payment through PayPal or credit card because an amount is required). However, if, for any reasons, you need to mark these invoices as “paid”, MoneyPenny allows it. Just choose the needed invoice and […]

Inventory

MoneyPenny helps you track the number of available items (products) your company holds for reselling. It’s commonly known as Stock or – and as we also call it here – the Inventory. To set the amount of products you have in your stock, go to “Sales” -> “Products List” -> […]

User Presence Report

The “User Presence” report in MoneyPenny is based on Presence Time Calendar data. This report shows how much time the user was “Online” and or “On Break”. It doesn’t include “Offline” and “Vacation” time. Therefore, in the “Hours” column and the “Total” row, User Presence shows online time minus break time. […]

Team Members’ ability to create New Tasks

By default, in MoneyPenny, new tasks can be created by the account owner, an admin or a leader (who has access to the account’s “Product List”). Now you can also allow Staff Members and “Capture Data” users to create tasks themselves. Just go to “Edit/Create Staff” page (Contacts -> Staff -> choose the […]