djwhisky's dashboard

djwhisky replied on November 05, 2009 10:00 to the idea "Add capability to reuse invoice items..." in FreeAgent Central:

Hiya...
Wondering if there's any movement on being able to save items for re-use on other invoices/estimates... am thinking here things like domain registration charges, web hosting reselling charges etc.

djwhisky replied on November 02, 2009 15:03 to the idea "Invoicing" in FreeAgent Central:

1) Think as I mentioned in a previous thread, having a screen (maybe dashboard on the home screen that showed those un-invoiced items (time, approved (or ready to bill) estimates, expenses) would work for me.

2) Breadcrumbs would be amazing - Think you could put it as a line at the same level as the current Help link but left aligned - this seems to be somewhere where there's a gap at present on every page - maybe colour it so it wasn't so in-your-face - grey background - dark grey text? don't think that would clutter too much??

djwhisky replied on November 02, 2009 11:25 to the question "Multiple page invoices and their layout" in FreeAgent Central:

Many thanks Roan!

djwhisky asked a question in FreeAgent Central on November 02, 2009 10:56:

Multiple page invoices and their layout

I created an invoice the other day that ran over onto two pages. Is it possible to manage this a bit better and keep it neater - i.e. all the totals to appear on the same page rather than split? I ended up with the Net Total and VAT on the first page and then the second page just having the GBP Total field on it. Would be better if they were grouped together on the last page.

Thanks

djwhisky replied on October 31, 2009 13:46 to the idea "Invoicing" in FreeAgent Central:

Also, it would be nice when viewing an Estimate if you could click up a level to see all estimates for that project in order to check to see if there's anything else from that project to bill... at the moment I'm having to go round the houses to check.

djwhisky shared an idea in FreeAgent Central on October 31, 2009 13:40:

Invoicing

Just doing my first proper months invoicing with FreeAgent and finding it a bit weird that there's not a screen that lists every project with either unbilled time, unbilled expenses or unbilled approved estimates - that way I could work my way down the list creating invoices at month end. At the moment I feel I'm jumping back and forth between lots of screens to work out what I need to invoice...?

A comment on the idea "Setting standard footers on your invoices *perfect solution*" in FreeAgent Central:

Thanks for that Olly - big help! – djwhisky, on October 27, 2009 10:04

djwhisky replied on October 27, 2009 00:24 to the idea "Setting standard footers on your invoices *perfect solution*" in FreeAgent Central:

Wow!

The ability to change the CSS in the beta has been amazing - have been able to totally tweak my invoice layout to exactly how I want (combined with the CSS3 trick of :before and :after), and I've now almost got it exactly the same as my normal layout (in fact just a little bit slicker)...

Is there any way you could let us know what fonts are installed on the server for the PDF generation so we know what we can/can't use reliably?

Thanks

djwhisky asked a question in FreeAgent Central on October 23, 2009 13:12:

Any way of making text bold and/or italic on an invoice?

Just wondering if there was any way to make an item, or part of an item bold or italic on an estimate or invoice?

Just putting one together and would like to make a couple of comment items bold to make them more of a title...

Thanks!

djwhisky replied on October 16, 2009 11:35 to the question "Should Approved Estimates appear under Unbilled Items on the home screen?" in FreeAgent Central:

Hi Roan,
Thanks for getting back to me...

What panel are you referring to here? The Projects with Unbilled time one? At the minute this is strictly related to Timeslips which doesn't relate with estimates at all.

Yep this was what I was referring to - maybe it should be called "Unbilled time" rather than "Unbilled Items" and you could maybe filter down the Estimates dashboard item into different statuses?

What we don't want to do is enforce a workflow on people.

Totall agree - but it may be an idea that when creating an invoice you can select from the statuses - at present you can only select "All Open or Approved", it would be nice to select "All Open" or "All Approved", or "Ready for Billing" :), as people are most likely using the different statuses to mean different things...

I'm not sure I quite understand why you'd need to make the distinction? Is it really just a case of needing to identify which estimates are "ready to invoice" in your mind as opposed to those which are simply Approved?

Yep - spot on! My workflow is something like this:

1. Estimate Created -> (Draft status)


2. Estimate Sent to Client -> (Sent to Client)


3. Client comes back and approves the estimate, this means that I can now start working on it -> (Approved)


4. Work finished, client happy and we can all go down the pub -> (Ready for Billing, or Completed might be a better description).


5. End of month, do my invoicing and all Completed estimates for that client get combined onto one invoice. (don't want to include "Open" or "Approved" estimates as they won't be either approved by the client or finished yet). Likewise I don't want to convert an estimate into invoice straight once i've finished as there would be far too many invoices being chucked at my clients which they wouldn't like (they ideally want one per project per month)

Hope that helps!

Thanks

James

djwhisky replied on October 16, 2009 10:29 to the question "Should Approved Estimates appear under Unbilled Items on the home screen?" in FreeAgent Central:

Have just rejected an estimate, and it's still showing up on this dashboard on the home screen... can kind of understand this if the idea is that it's showing recent estimates too, but it does mean that the Total section at the bottom doesn't mean anything really?

djwhisky replied on October 15, 2009 14:01 to the question "Should Approved Estimates appear under Unbilled Items on the home screen?" in FreeAgent Central:

Bump ;)
Just wondering if you'd given any thought to this?

djwhisky replied on October 12, 2009 13:56 to the question "Invoice item, item quantity type?" in FreeAgent Central:

Just wondering if you had any more thoughts on this - i.e. losing the quantity column as an option
Ta

djwhisky replied on October 06, 2009 22:59 to the question "Should Approved Estimates appear under Unbilled Items on the home screen?" in FreeAgent Central:

Or maybe there should be an interim status between Approved and Convert to Invoice e.g. "Ready for Billing"... the reason being that I'm not always ready to create an invoice straight away when an estimate is complete - I'll normally wait until the end of the month and then batch all estimates for that project up into one invoice.

djwhisky asked a question in FreeAgent Central on October 06, 2009 17:36:

Should Approved Estimates appear under Unbilled Items on the home screen?

Just wondering as it appears that they don't... presumably if an estimate is approved then it should be almost due for invoicing??

Also... when creating an invoice - why does it pick up all Open and Approved estimates? I would have thought there should be an option to include just Approved ones - otherwise every month on a number of projects the invoicing will automatically pick up all the estimates I've sent to a client and haven't heard back from yet...

Or have I missed something?

Thanks!

djwhisky replied on August 04, 2009 21:26 to the question "Can't add Barclays Current Account" in Kublax Financial Technologies Ltd:

Keeps on going "Error in communication" when I try to add a Barclays account...

djwhisky started following the question "Can't add Barclays Current Account" in Kublax Financial Technologies Ltd.

djwhisky started following the problem "Error in communication,please try later" in Kublax Financial Technologies Ltd.

djwhisky replied on August 04, 2009 09:46 to the idea "Automatic statement downloading" in FreeAgent Central:

Cool :)

djwhisky shared an idea in FreeAgent Central on August 03, 2009 21:00:

Automatic statement downloading

Hey guys
Just wondering if you had on your roadmap the ability to automatically download statements from online banking systems in the same way that Kublax works?
Thanks!