Cost Tracking

Keep control of costs with Daylite

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Exclusively for Mac, iPhone & iPad

Cost Tracking

Keep control of costs with Daylite

Exclusively for Mac, iPhone & iPad

Vimeo

By loading the video, you agree to Vimeo's privacy policy.
Learn more

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CRM Daylite Mac Ausgaben fuer Projekte.png

Track costs for Projects

Drag and drop a receipt into the cost tracker and add fields such as invoice number, supplier or whether you have already paid the bill.

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Scan receipts with your iPhone

Simply scan paper receipts with your iPhone or a document scanner and convert these notes into costs.

CRM Daylite Mac zeitbasierte Kosten.png

Use Resources for time-based costs

Use Resources to automatically generate time-based costs, such as the use of a recording studio or an expensive machine.

Even Expenses are Part of the Project Budget

Not only is the time spent reflected in your project budget, but also all other costs, such as travel expenses or material expenses, which are elements that you need to keep in mind when managing your project budget. The cost tracker in Plus Package for Daylite allows you to include all expenses in your project budget. Do you have a cab receipt or did you have to buy additional material? Just drag the receipt into the cost tracker and add fields like invoice number, supplier, or whether you have already paid the bill.
If you only have the receipts in paper form, you can easily scan them with our advanced document management and convert the corresponding Note into an expense. You can use your iPhone or a real document scanner as your scanner.
If you have time-based costs, such as the use of a recording studio or an expensive machine, you can create the corresponding object in Daylite as a Resource and simply link it to an Appointment. A background process then automatically creates an expense for the Project in question, according to adjustable rules.

Most important features

  • Input screen for costs: Enter invoice numbers, unit prices, or markups in Daylite.
  • Document storage: Drag and drop PDF documents into Daylite and always have access to all information.
  • Scan with iPhone: Use your iPhone or a document scanner to manage paper receipts as PDF documents in Daylite.
  • Use Resources for time-based costs: Save rules for rooms or equipment, which costs they generate per hour and automatically create corresponding expenses.
 

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This function belongs to the section: Execute On Your Plans.

 

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