New finance features: estimates and the ledger view

Jeff Denton

Feb 12, 2015 by Jeff

44 comments
finances, ledger, estimates, news, Hints and Tips, Help

Last week we rolled out a whole bunch of updates to CreativePro Office.  Among them were things like updated jQuery UI controls, new messaging widget, drag and drop file uploads for tasks and messages, and a highly requested feature...estimates!

Now you can create and send estimates to your clients and then convert them to invoices with one click.  Estimates are created exactly the same way as invoices and they show up in the Finances area under the Invoices and Estimates tab.

The other big new feature is the ledger view.  Until now, there was no way to view income and expenses in a single view.  In the ledger view, you can select a date range and see all invoice payments and expenses within that range.  You can expand each item to see a little bit more detail. Invoice payments will show all payments made for that particular invoice, along with the date of payment and the method of payment.  Expenses will show any notes or comments associated with the expense.

In the right-hand column, you can see income and expense totals for the time period selected. You can also toggle between viewing only expenses or income.

We hope you like the new estimate and ledger features as we keep working to make CPO a more complete solution for your team!

Thanks for reading.

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