Complete small business management
This pack lets you manage clients, projects, payments and your team.
Complete small business management is a pack that lets you manage clients, projects, payments and your team. Optimized for freelancers and small businesses that don't want to spend much time on administration and rather focus on their work.
Created by
Milan Steskal
1 pack in App Market.
Screenshots
Apps in this pack
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ProjectsKeep the track of projects you are working on and don't get distracted with much with admin work.More info
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Purchase ordersTrack the costs of your contractors and team members.More info
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InvoicesInvoices help you make sure that you can track the invoices and due payments.More info
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SalesTrack every (even the smallest) sale to make sure that you don't forget to invoice your clients.More info
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TeamManage your team members and choose the best ones for your project.More info
Additional features with this pack
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Tiles
Pre-created tiles give an overview of your app's data
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Filters
Recommended filters to browse app data
The only thing missing is a way to report across the apps within this pack. Such as: Total Income (All the paid invoices minus all the paid purchase orders) or Expected Income (All uninvoiced sales + all paid and unpaid invoices). How do we do this?
The support area has a lot of hints about how to do this kind of thing
Do you have any links? I thought i did a pretty thorough search and came up empty. Thanks :)
It's not elegant but you can start here - https://help.podio.com/hc/en-us/articles/201019358-Calculations and then go here - https://help.podio.com/hc/en-us/community/topics/200101427-6-Calculations - post your question here if you find no references to your problem - the support staff are pretty quick of the mark.
Thanks, I'll check it out this week-end and let you know how i fare :)
Just a hint - you might want to create a separate 'Calculations' app (the video on the first link plus the attached PDF contain plenty of information) - good luck
How to add client