I have added a subcontractor to my account, however I find the existing permissions limiting. I would rather this person not be an admin, yet I would like to give them additional privileges.

Specifically I want this user to be able to add, edit, and close tasks in any project he/she has access to. Almost like a project manager. In my case, only one person will be tracking time and completing tasks in a project.

Rather than me having to manually go in and enter tasks all the time, it would be more efficient if that person could do so.

Thanks

I’m preparing to upgrade to a paid account tonight after evaluating a bunch of tools out there. Ultimately, the pretty default invoices and the ability to customize them as needed (particularly the fact that the PDF invoices look nice) ultimately sold me. This is a great tool.

I see on your web page that you say you’re working on Google Checkout for international clients. I’d love to see this supported for domestic US users as well.

Lastly, I think it would be really cool, and entirely possible, to support a generic post form definition to support any credit card merchant that supports a post method.

On one side, the incoming invoices from the contractors can be tracked on the projects as expenses, but:
* it would be nice to track, if it is a planned expense (when estimating a project, we already know that a task will be a fixed price contractor task), or the contractor already sent the invoice, so it is to be paid, or it is already paid. Please note, that this cycle is completely different from the expense invoicing status to the client. As a workaround we can use the freetext Category filed for this, but this is nowhere else handled (like reports)
* it would be nice to have an overview screen on each contractor, what are the "planned"/"invoiced from the contarctor"/"paid" expenses to that particular contractor, so that we can easily find out, who needs to be paid what

Let's have a look at an example.
Let's suppose we have an estimate for building a website at fixed price. We know we will do the design and programming with our employees, but there is a flash component which will be done by a contractor, also at a fixed price. He gives us his estimate, and we include it in our estimate. Additionally, we put our estimates for the design and programming to build up the complete estimate. After we convert to a project, we need to track, that a task is done by a contractor, and if he already invoiced to us, or he is already paid. Moreover, if a contractor works on multiple projects, we need to have an overview, what can be paid to contarctor and what is still pending.

So stage one would be to be able to track contractor manually: we enter their estimates manually to our estimates, and track their payment status manually.

I would be interested in seeing a total interface redesign. I think the current setup is lacking in consistency and clarity when dealing with the data. I think it would be helpful to get a usability expert and UI designer on board to really help tune things up work on a new interface.

I know this has been a work in progress, that is getting more and more impressive as it moves along, but I think it could use a rethinking in how the user interacts with the system.

So, my props to the developer and I hope that we can see bright new things from Cashboard in the future.

Right now, it seems that estimate numbers are created with a linear numerical progression (i.e. 001, 002, 003, etc). I would like the ability to assign each client a unique client code (2 or 3 characters), and then have each client's estimates/invoices be numbered according to the client's code.

Each client would have its own numerical series of estimate/invoice numbers. For example, if a client's code were ABC, then all estimates and invoices would start with ABC, and then the number would be appended to it: ABC001, ABC002, ABC003, etc.

It would also be nice to have the ability to insert todays date as a estimate/invoice number instead of the numerical one (i.e. ABC040809, ABC040809-2, ABC040909, etc).