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PE
Project
Planner
Projects
Finance
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Tasks
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👁 Hide €
+ New project
⚙ Settings
↓
Export
⛭
Data
💲
Moneybird
👥
Guest access
📋
Activity log
🔑
Change password
⎋
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All projects
All status
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Pending
Done
New project
Event name
Client
Location
Start date
End date
Revenue
€
Status
Pending
Confirmed
Done
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Add project
Event
Client
Date from
Date to
Location
Status
Revenue
Actual costs
Profit
Margin
Year
Per quarter
Quarter
Projects
Revenue
Cost 60%
Profit 30%
Actual costs
Actual profit
Margin %
Per client
Client
Projects
Revenue
Actual profit
Revenue per client
Revenue per quarter
💲 Moneybird Invoicing
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Pending
Done
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→
↓ All events
All tasks
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+ New task
Task
Project
Deadline
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Add task
Task
Start date
Deadline
Status
All projects (raw)
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Every project in your database. Delete any that shouldn't be here.
Name
Client
Date
Attach link
Current link
🔗
Link
Remove
URL
Label (optional)
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Save link
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All saved
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Project
Client
Date from
Date to
👥 Guest Access
Invite clients or collaborators to view and edit specific projects.
+ Invite
Select projects guest can access:
Current guests:
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📋 Activity Log
Field-level history of changes by you and your guests.
All actors
Guests only
Me only
↻ Refresh
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Change password
Enter a new password for your account.
New password
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Update 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.
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Test connection
Save