The New Dashboard

Feature Releases, Updates, Web App January 9, 2017

We are proud to announce a brand new dashboard for Flynance!

The Flynance dashboard is where you see an overview of all your data, across accounts, customers and projects. Therefore the data presented on the dashboard has always been very important to the overall experience of our app. For many days we had a dashboard that became more and more ineffective at delivering useful information to our users, and so we started revamping it from the ground up.

Before further ado, here is what our new dashboard looks like:

Here are some of the key features of the new dashboard:

Overall summary of tasks

Instead of having to go deep into your space and project structure, which can be complicated depending on your business, you can view an overall summary of your tasks. This is shown on the top of your dashboard.

Most active spaces

The most recently updated spaces are shown next. The tasks that are in progress are displayed next to the name of the space. You can always use this to quickly access the space that you worked on most recently.

Overall status of payments

Your payments are summarized into two metrics: how much you made this year, and how much you earned in the last 30 days. Data is updated whenever you generate an invoice.

Currency conversion

Your various spaces may have data in various different currencies. Using the latest currency exchange data, we consolidate your payments and your invoices in the currency of your choice and make it easy for you to see how much you charge your customers. You can always change this currency.

6 month task and invoice summaries

You can take a look at how many tasks were adding over a 6-month period. A second graph displays how much money was generated through invoices over the same period.

Per-space summary

The space summary remains the same but with one key difference: Instead of showing all the workflows in their various colors, they are displayed in a more concise way. All your new tasks are displayed in grey. All your tasks that are still in progress are displayed in green. And all the tasks which have reached the end of your workflow cycle are displayed in black.

We hope you enjoy this new update. And we hope that this helps you improve the efficiency of accounting activities!

Dashboard calculations

Guides, Support, Updates, Web App December 22, 2016

Flynance performs various calculations based on the information it has about your tasks. This article attempts to explain how various calculations are made and displayed on your Flynance dashboard.

The workflow state of tasks

You can set up your own workflows for tasks. Whenever you create a space, you will have a few workflow states set up for you, such as ‘In progress’ and ‘Done’. These workflows each have an order assigned to them, and it is in that order that these workflows are displayed. By default each task has no workflow, and is considered to be ‘New’. You can add your own workflows and reorder them.

Let’s say your company provides services to various customers, and you use the following workflows:

New
In progress
Review
Complete

Flynance automatically considers the very last workflow state to be the ‘concluded’ workflow. All other workflows except ‘New’ is considered to be a progress workflow. In other words, some work is being done on your task, and it hasn’t been concluded yet.

The above is the basis of various types of calculations that you see on your Flynance dashboard.

The main progress indicator on the dashboard uses this categorization of tasks to show you an overall view of your tasks across all your spaces (not included spaces shared with you).

The grey, green and black indicators will be used in various other parts of the Flynance app to give you a consistent indicator of the state of your tasks.

Invoice data calculation

Invoice data is calculated in two steps. The first is a sum total of your earnings per month. These are then added together and converted into your preferred currency. You can have spaces in different currencies, and Flynance will consolidate your information using the daily currency exchange data.

If you completed three projects and you created three invoices as follows:
Invoice 223 $1000
Invoice 224 $500
Invoice 225 $1500

Then the total for this is $3000 and is shown on your dashoard.

Note: That Flynance calculates the data based on invoices that you generated. If you do not have any invoices, Flynance assumes there’s no data to record for this metric.

Task List Downloading

Feature Releases, Updates, Web App December 6, 2016

You can now download any task list as PDF or Excel. Simply click on the new download icon when you are viewing a space or a project and choose a download option.

download-pdf-excel

Our downloads are formatted with the clean and elegant Flynance look.

We hope you find this new feature useful!

Tip: You can select a date range if you want to narrow down your results.

Invoices with Flynance

Uncategorized November 28, 2016

Did you know you can easily create invoices with Flynance?

Simply select a few tasks and click the ‘Invoice’ button on the top. Enter information such as your invoice number and other details. Then click download for a formatted, professional looking invoice.

Update: As of November 28, you can now upload your own logo to your invoice!

setup

pdf

Totals while selecting

Feature Releases, Updates, Web App November 22, 2016

We just launched a little but cool new update, which we hope will be useful to you.

You can now see the sum total, the average, the minimum and the maximum effort of the tasks you selected. Check out the preview:

Selected task calculations

iOS app updates!

Feature Releases, Mobile, Updates November 1, 2016

Version 1.2 of Flynance iOS is available on the store. Get it for some important upgrades to the app! Here are two important ones that we would like to point out.

Spaces can now be shared

You were able to share spaces on the web, but you can now do it from your iPhone too. Simply go to a space, and then proceed to sharing. Search for the account you wish to share with and pick an account to share.

sharingaspaceios

Updates to the list view

The list view is now even more usable. Check out our new list design. The date and time of tasks is now displayed with the tasks, too. It is easier to manage the workflow of your tasks from the upgraded list view.

list-view

We hope you enjoy the new update!

Get the updated Flynance app on the iTunes Store!

 

Bug fixes!

Bug fixes, Updates October 6, 2016

We are continuously improving the app and making sure there are no bugs. Here is the list of bugs we recently fixed:

  • Fixed an SSL issue which was preventing people from signing up from the Android Chrome browser
  • General improvement to responsive display of Flynance on mobile screens
  • You can no longer delete a space that has been shared with you
  • Several other bug fixes and UI improvements

We hope you enjoy this update!

Sharing Spaces

Feature Releases, Guides, Support September 30, 2016

One of Flynance’s great features is the ability to share Spaces.

What are Shared Spaces?

Flynance is not just built for individuals, it also works well for families and teams. If you are a couple and you want to save money or track expenditures together, you can use Flynance.

sharing

You can either create one account and have two users be a part of it, or in case you are part of different accounts, you can create a space in any one account, and then share it with the other. Both accounts have access to the space and they can create notes in it together.

How to share a space

Sharing a space is easy. Simply click the Share button and start typing the name of the account you want to share with. The list auto completes with the list of accounts. Click any account and sharing is enabled right away.

share1

share2

How to remove sharing

If you have already shared a space with an account, you can remove sharing by clicking the Share button next to the name of the space. A dialog appears which lists all the accounts your space is shared with. Simply click the cross next to an account and sharing with that account is disabled.

share3

What is shared?

If a space is shared with your account, you can:

  • Add or remove tasks
  • Change workflows
  • Move tasks to the archive
  • Add projects
  • Move tasks from one project to another

We hope you find this feature useful!

New and improved lists

Feature Releases, Updates September 27, 2016

Flynance is about lists, and today we made our lists a little better.

  • If you selected a few tasks and performed some kind of an operation, you’d lose the selection. We have changed selection to work across actions, and you won’t lose your selection anymore.
  • Lists load faster, and the entire list doesn’t reload when you add a new task
  • Lists are more responsive. When you view your list of tasks on a smartphone or on a tablet, they won’t break like they used to.

listviewimprovements

We hope this little improvement to lists makes Flynance a better product.

This new feature shall be rolled out to everyone by 9:00pm September 28, PST.

Why Flynance came into being

By October 15, 2011, I had spent most of my salary…

My bank balance was 50 LE (that’s Egyptian Pounds), which is good for buying a regular sized McDonald’s burger and maybe a Strawberry Sundae.

I had no idea what I had spent all my money on. I had to find a way to start tracking my expenditures. So I started searching on the iTunes App Store for something simple that will help me keep track of where I was spending all my money. I searched for terms like ‘simple finance tracking’, ‘expenditures’ and other similar words I could think of. But I couldn’t really find any app that was simple enough for my simple requirement.

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I started jotting down stuff in the Notes app, and then switched to PlainText. But they were not good enough: I needed something else, something much simpler, and something in which I don’t have to navigate 5 levels deep into my folder structure to note my first expenditure of the day. I wanted to see the sum of my expenditures of the last month, so I wasn’t willing to open the Calculator app while I had these note taking apps.

I’m an iPhone developer too. So I went home, started looking up how to work with iOS databases, and started building my own app. In 2 days I had a very basic app that crashed, looked ugly, but did the job. I put it on my iPhone in ‘Development Mode’, and started using it. After three months, I had a list of almost everything I had spent money on. I wanted to save some money before my sister came to visit me in February, and Flynance helped me do that.

Today it has been 5 years. I have noted down every significant expenditure in Flynance since then.

Flynance has become a very useful product to me and others who have used it. And today I am happy to share it with the world. I have a team which helped me make it bigger and better. It’s easy to get started…