The Financial section allows you to track and manage your project’s income, expenses, and overall budget directly within the app, integrating seamlessly with resource management, reports, and task workflows for comprehensive finance oversight.
Overview #
- Enter all financial transactions here to record income and expenses.
- The system automatically calculates totals and displays the Balance (e.g., Income – Expenses) in real-time for quick insights.
- View summaries in cards: Total Income (green), Total Expense (gray), and Balance (purple)—toggle Show Percents to see percentages.
Adding a Payment #
- Click the + Add Payment button to open the form.
- For: Enter the reason for the payment (e.g., “Freelancer Fee”).
- From and To: Specify the source and destination (e.g., From: Client, To: Bank Account).
- Total: Select Expense or Income, then enter the amount.
- Click Show Advance (specific to Total) for detailed amount entry, including options like discounts or calculations.
- Discount: Choose percentage (%) or fixed numeric amount to apply deductions.
- Buy Time: Set the exact date and time of the transaction.
- Categories: Select from predefined categories (defined in the header) for organization (e.g., “Office Supplies”).
- Payment Type: Choose from your custom types (e.g., Wire Transfer, Cash).
- Description: Add any additional notes or explanations.
- Files: Attach Factor Files (invoices/receipts) or Calculation Files (spreadsheets) for records.
- Click Add to save—it updates the balance immediately.
You can easily look at your payments details by clicking on this button. For edit or delete the payment you should click on the icons under arrow icon.
Frequently Asked Questions #
Doitify Board #
How do I log a daily report in a Board ?
From Notices drop down in the sidebar, select “Report Daily Works,” enter your work details and time, then submit.
How do I leave a Board ?
click “Leave Board” in the Members section. Owners should first transfer ownership.
How do I change Board settings ?
From the left sidebar, open Project Settings drop down and click on options like General, Package, or Automation.
How do I use Chat and Discussion on a Board ?
Chat for real-time team messaging with timestamps; Discussion for topic-based threads—use Advanced for voice, photos, or private messages, with sidebar toggle.
How do I track progress on a Board ?
Two progress lines show completion: one by task count (e.g., 6% done), another by start time to last deadline for estimated finish—view granular subtasks for detailed breakdowns.
How do I add members or teams to a Board ?
Click on Share button in header or open Project Settings drop down in side bar and click on Members , click add new members , assign roles (task manager, QC), and set permissions—groups allow bulk duty assignment for employer management.
How do I set up sprint mode on a Board ?
Click Sprint Mode in the toolbar to filter tasks by deadlines and dates, set sprint duration, and track velocity—perfect for agile techniques
How do I set up sprint mode on a Board ?
Click Sprint Mode in the toolbar to filter tasks by deadlines and dates, set sprint duration, and track velocity—perfect for agile techniques
Can I customize columns on a Board ?
Yes, click the Columns button in a board to open “board column settings”, add/edit columns or COSs, reorder by dragging, and delete unnecessary ones—default columns like “Pend” can be expanded for statuses like active or completed.
How do I add tasks to a Board ?
In the Board view, click Text, Voice, or More in the top toolbar—use Text for quick entry, Voice for dictation, or More for advanced details like subtasks, deadlines, assignments, and attachments.
How do I create a new Board ?
Click the + New Board in the Board page in Dashboard, enter a name , choose if it’s a child of an existing board (for hierarchy), and click on Create Board — it auto-sets up default columns like “Pend” for quick onboarding.
What is a Board in Doitify ?
A Board is a visual workspace for organizing tasks, subtasks, and workflows using Kanban or COSs, enabling drag-and-drop management, status tracking (active, under checking by QC, rejected, completed), and integrations with CRM, Gantt charts, and reports.
