djwhisky's dashboard

Fantastico! Thank you!

Hi Ed - the main reason, I believe, (and my accountant may have other reasons) why I use the scale charge system is that the majority of my mileage is for business purposes, with only a small proportion for personal mileage. Using the scale charge I don't have to keep an exact track of every bit of business mileage I do - which would be a bit of a nightmare - just those bits that are rechargeable.

Ah thanks for that!! Making more sense the whole time...

No, I guess I don't need to explain the interest as a business expense anyway - Friday afternoon and all that...

Thanks for putting that on... i'll just hold fire before doing any transactions on my cards.

I take your point about the "Payment" thing - I just got a bit confused last night when I was playing around as my credit card statement said "Payment, Thank You" which meant something different to the "Payment" listed when categorising the transaction (the opposite in fact!). Once you know the correct way round it goes it's fine...

Also, I can't seem to find an category for Credit Card interest charges on the debit list?

Good stuff - thanks

That would probably be an easy way to do it - as I use global invoice numbers across all clients/projects, the system is currently guessing at the wrong number - I just tried to create three invoices:

Invoice 1 for Client A I gave invoice number 070001
Invoice 2 for Client B the system tried to use ProjectName 001, which I changed to 070002
Invoice 3 for Client A again - the system tried to use 070002 when it should have been 070003 (should it even have tried 070002 as it would have been a duplicate invoice number?)

The Blinksale way of doing it seems nice, although you would need to show, as Ed has said, the last invoice number issued by the company, for the client and for the project just so you could pick up what scheme you're using... hmmm

That sounds absolutely genius! Thank you! Although (and sorry to be a pest), it may sometimes be needed to break down by individual task - could that be an option too? Just all down to work being recharged to different departments within my clients...
i.e.
2 hours | 10 Oct 07: Logo Design £xx
2 hours | 10 Oct 07: Writing Copy £ xx

Think what you've done will be fine for most circumstances though so don't worry about it if it's too much hassle to add this option :)

Yeah definately getting closer - that sounds good, so long as you could still just add time separate from that with a description as you can currently do:

Not all time-related items would be related to a specific task i.e. with a lot of clients I would just put a "Website Design" description without the hours - although presumably I could just add that description as a Task, it wouldn't have a time budget, money budget or fixed price and would never be complete. I would, however, want to bill the hours at the end of every month!

Sorry I feel like I'm being a right pain here :)

Well... it'll do I suppose!!

Only kidding - that's amazing service!

A Quotation status would be great but I think it would need to be separate from the invoices and would need to be another list of items under each project (sorry to be a pain!!)...

For modifications to existing sites, my clients often send me a whole list of feature modifications/changes needed which I then quote on on an individual basis.

Once they've approved those quotes I'll get to work on each item - some of which may take quite a while to complete. So, at the end of the month, I'll invoice those items I've finished so far and carry on until the list ends over how ever many months it takes! If I was to have an invoice in a Quotation stage, each item would then presumably end up as a separate invoice meaning I may be sending something like 20+ invoices to one client per month!

An ideal world would be (off the top of my head so could probably do with some refining):

Allow Quotations under a Project which can then have a status of something like Pending Approval, Rejected, Approved and Completed (with a date) and Billed - allowing a Client's Purchase Order number against the quote too would be very useful!

Against a project then allow, in addition to the current time recording, to mark a quotation as complete with a specific date... then when prompted the system would automagically create an invoice for a client with all unbilled time and unbilled completed quotations :)

I understand that would be quite a fair bit of work on your behalf though - the short term solution would be to, under the time recording section (or in a similar area) just to be able to say that you were billing on a fixed rate rather than time rate and enter the value!

Ouch - this has turned into a bit of an essay - sorry about that but hopefully it will give you some ideas!

Thanks Ed...

I think ideally I'd like to be able to enter an item and either select the time it took or a fixed fee for that item.

If I did as you suggest, I'd still need somewhere to record how much each item was in the time between doing the work and invoicing for it...

Crazy I know but some of my clients like me to quote for some bits of work while they're happy for other bits to just be done on an hourly rate...

I think for myself, I'd like to be able to record that I'd done work on a particular day but that it was for a fixed fee - and then invoice it all on one invoice at the end of the month.

Otherwise I'd still have to track each item separately as I did it (on a spreadsheet!) and then at the end of the month, re-type it all into an invoice on FreeAgent...

I think I would be in the 50% that would use the auto-synchronisation feature - presumably it'll be on the same line as the Egg Money Manager - which I use already and is genius!

Re. encryption - The most important bit to me would be knowing that the bank transaction details are secure including any bank account and login details I put on the site..