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Period
Active Clients
0
—
Unbilled Hours
0
—
Open Invoices
$0
Pending + overdue
Invoice Revenue
$0
Paid invoices
Other Revenue
$0
Manual entries
Recent Clients
Recent Invoices
Client Database
Time Entries
Expenses
Total Miles
0
Selected year
Billable Miles
0
Pass-through to clients
Deductible Miles
0
Schedule C deduction
Estimated Deduction
$0
at 70¢/mile
Filters
Mileage Log
No mileage entries yet
Invoices
Quotes
Total Revenue
$0
Selected year
Taxable
$0
Counts toward tax calc
Non-Taxable
$0
Excluded from tax calc
Entries
0
Individual payments
Filters
Revenue Entries
No revenue entries recorded yet
Collected Revenue
$0
Paid invoices − reimbursed expenses
Tax Rate
22%
Editable in Settings
Taxes Owed
$0
Revenue × rate
Balance Due
$0
Owed − paid
Tax Year Summary
Invoice Revenue
$0
Paid invoices net of reimbursements
Other Revenue
$0
Manual entries (taxable)
Net Taxable Revenue
$0
Invoice + other
Taxes Paid YTD
$0
Quarterly Breakdown
| Quarter | Invoice Rev | Other Rev | Total | Owed | Paid | Balance |
|---|
Tax Payments Made
No tax payments recorded yet
Reports & Analytics
Mileage Calculator
Enter miles to calculate the total at the current company rate. Nothing is saved.
Current Rate
$0.700/mile
Editable in Settings → Company Info
Total
$0.00
Enter miles to calculate
Company Info
Users
Services
Dropdowns
Audit Log
Database
Company Information
Used on the Taxes page. Default 22%.
IRS standard business mileage rate. Default 70¢ (2025).
User Management
Manage who can access the billing suite
User accounts are managed through Supabase Authentication. New users receive an invitation email with a link to set their password. Only users with an account can sign in.
Current Users
Click Refresh to load current users
Invite New User
The new user can sign in immediately with these credentials and change their password via Forgot Password on the login screen.
Service TypesUsed in time entries and client industry
Services appear as options in the client industry dropdown and time entry service type selector. The three built-in services (CPR Training, Technology Consulting, Application Development) can be edited but not deleted.
Add New Service
Dropdown OptionsCustomize all dropdown menus across the app
Changes are saved automatically when you add or remove items. Built-in items can be hidden but not permanently deleted.
Client Status
Used on the Add/Edit Client form and client list filter
Expense Categories
Used on the Add/Edit Expense form and expense reports
Payment Methods
Used on the Record Payment form when closing an invoice
Revenue Categories
Used to tag manual revenue entries (Revenue module)
Audit Log
Tracks all financial changes: invoices, payments, revenue entries, and tax payments. Read-only — entries cannot be edited or deleted. Loads up to 500 most recent.
No audit log entries yet
Supabase Database Status