Allow clients to log in and see expenses

CPA Planning Design's Avatar

CPA Planning Design

26 Oct, 2015 11:53 AM

Hi Seth,

Just a little thought, but it seems that at the moment, clients logging in, can't see 'billable' expenses and only hours spent. It'll be lovely if that could be sorted out some time, really no hurry though.

All the best,

Chris

  1. 1 Posted by CPA Planning De... on 19 Aug, 2016 11:42 AM

    CPA Planning Design's Avatar

    Any movement on this one?

  2. 2 Posted by CPA Planning De... on 30 Mar, 2017 02:43 PM

    CPA Planning Design's Avatar

    Any joy with this feature? Because it would be great if available!

  3. 3 Posted by CPA Planning De... on 28 Apr, 2017 12:26 PM

    CPA Planning Design's Avatar

    Hello again, just calling in to see if this is something being considered - I really hope so as I would definitely let more clients access your fantastic system!

  4. 4 Posted by CPA Planning De... on 05 May, 2017 11:19 AM

    CPA Planning Design's Avatar

    Hi Seth,

    Just wondering more about this, I'd really like more clients to access your lovely system. Any chance of letting them see expenses at some point?

    Cheers!
    Chris

  5. 5 Posted by alex v on 20 May, 2017 06:18 AM

    alex v's Avatar

    I think innovation has really slowed on the product. They're in a pretty sweet spot and seem content to stand pat.

    Good luck!

  6. 6 Posted by CPA Planning De... on 20 May, 2017 10:24 AM

    CPA Planning Design's Avatar

    I'd agree with you - although the only innovation I'd like to see is even more function than the current system has. I've used Cashboard for many years now and I've always been very happy with reliability. If this feature (for example) was used, more clients would see cashboard and therefore may even sign up themselves if they ran a small company or were self-employed. I have never hesitated to recommend CB, once configured properly it's a great 'set and forget' system.

    I genuinely hope that Seth is able to add this feature soon, as it's the only thing holding me back from letting clients see live costs - no point them knowing how many hours I've spent on work, if the costs can't be seen as well.

    In anticipation of this update, keep up the good work!

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