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All projects
New project
Event name
Client
Location
Start date
End date
Revenue
Status
EventClient Date fromDate to LocationStatus Revenue Actual costs Profit Margin
Year
Per quarter
QuarterProjectsRevenueCost 60%Profit 30%Actual costsActual profitMargin %
Per client
ClientProjectsRevenueActual profit
Revenue per client
Revenue per quarter
💲 Moneybird Invoicing
Confirmed
Pending
Done
All tasks
Task
Project
Deadline
Task Start date Deadline Status
All saved
Project
Client
Date from
Date to
👥 Guest Access
Invite clients or collaborators to view and edit specific projects.
Select projects guest can access:
Current guests:
📋 Activity Log
Field-level history of changes by you and your guests.
Change password
Enter a new password for your account.
New password
Confirm password
💲 Moneybird
Connect your Moneybird account to sync invoices and revenue.
Personal API Token
Administration ID
Find these at moneybird.com → Settings → API → Personal access token & the ID in your URL.