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 email

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@moneypeny.me. The subject of this email should consist of: expense name, amount, date, […]

Banking – general info

MoneyPenny has a special “Banking” tab, where you can add and track your bank accounts, credit card accounts, and cash. By default, in your “Banking” tab you already have a “Petty Cash” account. However, you also can add (create) other accounts. Simply click “Create account”. and choose “Bank Account”, “Credit […]

Slack Integration

Direct messages to Slack Slack is a cloud-based team collaboration tool. It brings all your communication together in one place by including real-time messaging, archiving and search for modern teams. If you have a Slack account, you can now integrate your MoneyPenny account with it, so you can easily receive […]

Your vendor number for clients

In MoneyPenny, on each Client page, there is a field “Your Vendor Number for This Client” (in the “Client Default Settings” tab): If you want to print it on the invoices (or estimates) for this client, just choose it from the placeholders available for the address block on the invoice/estimate. […]

Surcharge for expenses

In MoneyPenny, if an expense is assigned to a project/client and is billable – you can add an admin fee to this expense. It can be a fixed amount or a percentage of the expense amount (make your choice by clicking the related button): Once you have created this expense, […]

Links to the relevant Knowledge Base pages

Have you noticed the “Help” link in your account menu? It helps you find answers to your MoneyPenny questions in Knowledge Base. This link will redirect you to the Knowledge Base article related to the current MoneyPenny page (the one you are on at some specific moment). For example, if […]

Quantity & Unit Price format on Invoices/Estimates

In MoneyPenny, Quantity for Tasks and Items is displayed, by default, without decimal numbers. However, if you need them, a display of 1 to 4 decimal digits is possible. The cost (price) of tasks and items is displayed, by default, with two decimal numbers. But for the tasks, you can […]

Dashboard links

The MoneyPenny Dashboard is a compressed overview of the current data and activities. Each of the dashboard tables is a graphic displaying a certain part of the user’s activity. The Dashboard is very easy to use. By clicking headers (names of tables), you can quickly access the related data, as […]

User Presence Notifications

In general, if you (or your staff members) are working with MoneyPenny, your presence status should be “Online”. But if you log in with statuses the “Offline”, “Break” or “Vacation”, MoneyPenny will ask you to change the status. Also, we highly recommend you to change your status to “Offline” before […]

Recent Activities

The “Recent Activity” section in your Dashboard includes 6 tabs: “My Projects”, “My Reports”, “Invoices”, “Estimates”, “Team” and “All”. It always displays the last 10 activities, from the most recent to the oldest. My Projects. This tab displays information about the newly-created projects or the projects for which users logged hours […]

Subscription: Expired Cards

If you bought a MoneyPenny subscription, you shouldn’t pay it manually each month. The amount will be charged automatically from your card. But if your card is about to expire, MoneyPenny will send you an email notification about it at the beginning of the month when your card expires. Therefore, remember […]

Braintree as a payment gateway

As they put it in their own words: “Braintree is a simple, robust way to accept payments or enable commerce from almost anywhere — in your mobile app or online.” You can now add Braintree as one of the payment gateways available in your MoneyPenny account. It means that your […]

Mileage Reports

There are two mileage reports you can have by using MoneyPenny: – The Mileage Report (go to: Reporting -> Accounting Reports -> Mileage Report) – The Mileage Report (path: Reporting -> Client Reports -> Mileage Report) The Mileage Report (Accounting Reports -> Mileage Report) only shows information about private mileages. By […]

Mileage Tracking and Billing

MoneyPenny allows you to create mileage records. You can do it by going to “Purchases” -> “Mileage Tracking”. Click the “Create a mileage” button and start filling in the details: – “Author”– is the member who has created this mileage. Note: Only if you are an account owner or admin […]