{"id":259270,"date":"2024-04-08T10:53:21","date_gmt":"2024-04-08T08:53:21","guid":{"rendered":"https:\/\/iosxpert.biz\/help-financeconnector\/"},"modified":"2024-04-15T11:11:30","modified_gmt":"2024-04-15T09:11:30","slug":"help-financeconnector","status":"publish","type":"page","link":"https:\/\/iosxpert.biz\/en\/help-financeconnector\/","title":{"rendered":"Help on FinanceConnector"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;14px|||||&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; background_color=&#8221;rgba(252,186,93,0.32)&#8221; background_last_edited=&#8221;on|phone&#8221; background_enable_mask_style=&#8221;on&#8221; background_mask_style=&#8221;bean&#8221; background_mask_color=&#8221;#FFFFFF&#8221; background_mask_transform=&#8221;invert|flip_vertical&#8221; background_mask_aspect_ratio=&#8221;square&#8221; background_mask_aspect_ratio_phone=&#8221;square&#8221; background_mask_size=&#8221;custom&#8221; background_mask_size_phone=&#8221;custom&#8221; background_mask_width=&#8221;66%&#8221; background_mask_width_phone=&#8221;100%&#8221; background_mask_height=&#8221;0%&#8221; background_mask_height_phone=&#8221;100%&#8221; background_mask_position=&#8221;top_center&#8221; background_mask_position_phone=&#8221;top_center&#8221; background_mask_vertical_offset=&#8221;51%&#8221; background_mask_vertical_offset_phone=&#8221;66%&#8221; sticky_enabled=&#8221;0&#8243;][et_pb_row disabled_on=&#8221;off|off|on&#8221; _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_search placeholder=&#8221;Browse the HelpCenter&#8221; placeholder_color=&#8221;#B3B3B3&#8243; disabled_on=&#8221;off|off|off&#8221; module_id=&#8221;helpcenter_search&#8221; _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; form_field_background_color=&#8221;#FFFFFF&#8221; max_width=&#8221;80%&#8221; module_alignment=&#8221;center&#8221; border_color_all=&#8221;#D6D6D6&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_search][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; header_text_color=&#8221;#474747&#8243; header_font_size=&#8221;40px&#8221; header_letter_spacing=&#8221;1px&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>FinanceConnector<\/h1>\n<p>Seamlessly transfer quotes from Daylite to one of the supported invoicing systems for billing. Keep an eye on the status of an invoice in the corresponding Daylite contact or transfer recorded times in Daylite directly to the invoicing system for convenient invoicing.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; make_equal=&#8221;on&#8221; specialty=&#8221;on&#8221; background_color_2=&#8221;rgba(214,214,214,0.3)&#8221; padding_2_tablet=&#8221;&#8221; padding_2_phone=&#8221;20px||20px||false|false&#8221; padding_2_last_edited=&#8221;on|phone&#8221; custom_css_main_2=&#8221;border-radius: 10px;&#8221; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;20px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; specialty_columns=&#8221;2&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_row_inner _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column_inner saved_specialty_column_type=&#8221;1_2&#8243; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2023\/05\/AcademyLogo_gross.png&#8221; alt=&#8221;AcademyLogo gross.png&#8221; title_text=&#8221;AcademyLogo_gross&#8221; url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjIzNzY5NiJ9fQ==@&#8221; _builder_version=&#8221;4.20.0&#8243; _dynamic_attributes=&#8221;url&#8221; _module_preset=&#8221;default&#8221; max_width=&#8221;55%&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column_inner saved_specialty_column_type=&#8221;1_2&#8243; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;||||false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2021\/05\/Staying-Within-Budget-1.png&#8221; title_text=&#8221;Im-Budget-bleiben&#8221; url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI0OTA0MiJ9fQ==@&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.23.4&#8243; _dynamic_attributes=&#8221;url&#8221; _module_preset=&#8221;default&#8221; max_width=&#8221;60%&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_button button_url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI0OTA0MiJ9fQ==@&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;More&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.23.4&#8243; _dynamic_attributes=&#8221;button_url&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;20px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#2da940&#8243; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;5px&#8221; button_icon_color=&#8221;#ffffff&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;|50px||50px|false|false&#8221; background_layout_tablet=&#8221;dark&#8221; background_layout_last_edited=&#8221;off|desktop&#8221; global_colors_info=&#8221;{}&#8221; background_layout__hover_enabled=&#8221;on|desktop&#8221; background_layout__hover=&#8221;dark&#8221;][\/et_pb_button][\/et_pb_column_inner][\/et_pb_row_inner][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/technischer-support-1.png&#8221; title_text=&#8221;technical-support&#8221; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; max_width=&#8221;15%&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;||8px|||&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_search placeholder=&#8221;Browse the HelpCenter&#8221; placeholder_color=&#8221;#B3B3B3&#8243; disabled_on=&#8221;on|on|off&#8221; module_id=&#8221;helpcenter_search&#8221; _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; form_field_background_color=&#8221;#FFFFFF&#8221; max_width=&#8221;80%&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;20px||||false|false&#8221; border_color_all=&#8221;#D6D6D6&#8243; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_search][et_pb_text _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; text_orientation=&#8221;center&#8221; custom_padding=&#8221;|50px||50px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>HelpCenter Articles related to FinanceConnector<\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||9px|||&#8221; custom_padding=&#8221;|50px||50px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li class=\"article-title\" title=\"Wie importiere ich meinen Kalender in Daylite?\"><a class=\"results-list-item-link\" href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/115001631851-What-is-the-FinanceConnector\" target=\"_blank\" rel=\"noopener\">What is the FinanceConnector?<\/a><\/li>\n<li class=\"article-title\" title=\"Wie importiere ich meinen Kalender in Daylite?\"><a class=\"results-list-item-link\" href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/115001647492-How-do-I-configure-the-FinanceConnector\" target=\"_blank\" rel=\"noopener\">How do I configure the FinanceConnector?<\/a><\/li>\n<li class=\"article-title\" title=\"Wie importiere ich meinen Kalender in Daylite?\"><a class=\"results-list-item-link\" href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/115000011012-Which-billing-systems-are-compatible-with-FinanceConnector\" target=\"_blank\" rel=\"noopener\">Which billing systems are compatible with FinanceConnector kompatibel?<\/a><\/li>\n<li class=\"article-title\" title=\"Wie importiere ich meinen Kalender in Daylite?\"><a class=\"results-list-item-link\" href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/115001640471-How-can-I-view-the-billing-information-with-FinanceConnector\" target=\"_blank\" rel=\"noopener\">How can I view the billing information with FinanceConnector?<\/a><\/li>\n<li class=\"article-title\" title=\"Wie importiere ich meinen Kalender in Daylite?\"><a class=\"results-list-item-link\" href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/360022203052-How-do-I-setup-the-FinanceConnector-for-use-with-QuickBooks\" target=\"_blank\" rel=\"noopener\">How do I setup the FinanceConnector for the use with QuickBooks?<\/a><\/li>\n<li><a class=\"results-list-item-link\" href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/115001687571-How-do-I-set-up-the-FinanceConnector-for-use-with-totals\" target=\"_blank\" rel=\"noopener\">How do I setup the FinanceConnector for the use with Totals?<\/a><\/li>\n<li><a class=\"results-list-item-link\" href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/115001640451-How-do-I-transfer-contacts-with-FinanceConnector\" target=\"_blank\" rel=\"noopener\">How do I transfer contacts with FinanceConnector?<\/a><\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/support.iosxpert.biz\/hc\/en-us&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;More articles&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.23.4&#8243; custom_button=&#8221;on&#8221; button_text_size=&#8221;20px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#B3B3B3&#8243; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;5px&#8221; button_icon_color=&#8221;#ffffff&#8221; background_layout=&#8221;dark&#8221; custom_padding=&#8221;||||false|false&#8221; background_layout_tablet=&#8221;dark&#8221; background_layout_last_edited=&#8221;off|desktop&#8221; global_colors_info=&#8221;{}&#8221; background_layout__hover_enabled=&#8221;on|desktop&#8221; background_layout__hover=&#8221;dark&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;15px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; header_text_color=&#8221;#fc8a00&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Daylite Functions related to FinanceConnector<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.16&#8243; width=&#8221;90%&#8221; max_width=&#8221;1160px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Daylite basic functionality&#8221; url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjIzNzY1NSJ9fQ==@&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#x3d;||divi||400&#8243; icon_color=&#8221;#b7b8b8&#8243; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;25px&#8221; _builder_version=&#8221;4.20.0&#8243; _dynamic_attributes=&#8221;url&#8221; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#777777&#8243; header_font_size=&#8221;16px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_text_align=&#8221;right&#8221; body_line_height=&#8221;1.3em&#8221; custom_margin=&#8221;|0px||50%|false|false&#8221; custom_margin_tablet=&#8221;|||0%|false|false&#8221; custom_margin_phone=&#8221;|0px||0px|false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; custom_padding=&#8221;|0px||0px|false|false&#8221; animation=&#8221;off&#8221; header_text_align_tablet=&#8221;left&#8221; header_text_align_phone=&#8221;&#8221; header_text_align_last_edited=&#8221;on|tablet&#8221; text_orientation_tablet=&#8221;left&#8221; text_orientation_phone=&#8221;&#8221; text_orientation_last_edited=&#8221;on|tablet&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221; icon_font_size=&#8221;25px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Exclusive Plus Package Features&#8221; url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjIzODAwOSJ9fQ==@&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#x50;||divi||400&#8243; icon_color=&#8221;#ef8b23&#8243; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;25px&#8221; _builder_version=&#8221;4.20.0&#8243; _dynamic_attributes=&#8221;url&#8221; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#777777&#8243; header_font_size=&#8221;16px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_text_align=&#8221;right&#8221; body_line_height=&#8221;1.3em&#8221; text_orientation=&#8221;right&#8221; custom_margin=&#8221;||||false|false&#8221; custom_margin_tablet=&#8221;|||0px|false|false&#8221; custom_margin_phone=&#8221;|0px||2px|false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;||||false|false&#8221; animation=&#8221;off&#8221; header_text_align_tablet=&#8221;&#8221; header_text_align_phone=&#8221;&#8221; header_text_align_last_edited=&#8221;on|desktop&#8221; border_color_all=&#8221;rgba(0,0,0,0)&#8221; border_style_all=&#8221;ridge&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221; icon_font_size=&#8221;25px&#8221; global_colors_info=&#8221;{}&#8221; border_color_all__hover=&#8221;#ef8b23&#8243; border_color_all__hover_enabled=&#8221;on|desktop&#8221; background_enable_color__hover=&#8221;on&#8221; background_enable_image__hover=&#8221;off&#8221; parallax__hover=&#8221;on&#8221; background_size__hover=&#8221;contain&#8221;][\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Invoicing&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#x50;||divi||400&#8243; icon_color=&#8221;#ff8d4b&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;20px&#8221; content_max_width=&#8221;932px&#8221; _builder_version=&#8221;4.16&#8243; header_level=&#8221;h3&#8243; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#ff8d4b&#8221; header_font_size=&#8221;16px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;1.3em&#8221; width=&#8221;90%&#8221; custom_margin=&#8221;|0px||0px|false|false&#8221; custom_padding=&#8221;|0px||0px|false|false&#8221; animation=&#8221;off&#8221; link_option_url=&#8221;https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/invoicing\/&#8221; link_option_url_new_window=&#8221;on&#8221; border_color_all=&#8221;rgba(0,0,0,0)&#8221; border_style_all=&#8221;ridge&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221; icon_font_size=&#8221;20px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; border_color_all__hover=&#8221;#ef8b23&#8243; border_color_all__hover_enabled=&#8221;on|desktop&#8221; background_enable_color__hover=&#8221;on&#8221; background_enable_image__hover=&#8221;off&#8221; parallax__hover=&#8221;on&#8221; background_size__hover=&#8221;contain&#8221; background__hover_enabled=&#8221;on|hover&#8221;]<\/p>\n<p>Connect professional ERP or invoicing programs to Daylite. Access invoice data within Daylite.<\/p>\n<p><a href=\"\/en\/daylite-crm-software\/daylite-all-features\/invoicing\/\" target=\"_blank\" rel=\"noopener noreferrer\">more &gt;&gt;<\/a><\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Budget &#038; Project Management&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#x50;||divi||400&#8243; icon_color=&#8221;#ff8d4b&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;20px&#8221; content_max_width=&#8221;932px&#8221; _builder_version=&#8221;4.16&#8243; header_level=&#8221;h3&#8243; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#ff8d4b&#8221; header_font_size=&#8221;16px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;1.3em&#8221; text_orientation=&#8221;center&#8221; width=&#8221;90%&#8221; custom_margin=&#8221;|0px||0px|false|false&#8221; custom_padding=&#8221;|0px||0px|false|false&#8221; animation=&#8221;off&#8221; link_option_url=&#8221;https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/budget-and-project-management\/&#8221; link_option_url_new_window=&#8221;on&#8221; border_color_all=&#8221;rgba(0,0,0,0)&#8221; border_style_all=&#8221;ridge&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221; icon_font_size=&#8221;20px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; border_color_all__hover=&#8221;#ef8b23&#8243; border_color_all__hover_enabled=&#8221;on|desktop&#8221; background_enable_color__hover=&#8221;on&#8221; background_enable_image__hover=&#8221;off&#8221; parallax__hover=&#8221;on&#8221; background_size__hover=&#8221;contain&#8221; background__hover_enabled=&#8221;on|hover&#8221;]<\/p>\n<p style=\"text-align: left;\">Manage project budgets and use threshold values to recognize in advance where you need to take countermeasures. The integrated post-calculation avoids repeat errors.<\/p>\n<p style=\"text-align: left;\"><a href=\"\/en\/daylite-crm-software\/daylite-all-features\/budget-and-project-management\/\" target=\"_blank\" rel=\"noopener noreferrer\">more &gt;&gt;<\/a><\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;20px|auto||auto||&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_button button_url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI0OTcyOCJ9fQ==@&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Comparison of Daylite and Plus Package functions&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.23.4&#8243; _dynamic_attributes=&#8221;button_url&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;20px&#8221; button_bg_color=&#8221;#F28800&#8243; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;5px&#8221; button_icon_color=&#8221;#ffffff&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;||||false|false&#8221; background_layout_tablet=&#8221;dark&#8221; background_layout_last_edited=&#8221;off|desktop&#8221; custom_css_main_element=&#8221;width: 500px;&#8221; global_colors_info=&#8221;{}&#8221; background_layout__hover_enabled=&#8221;on|desktop&#8221; background_layout__hover=&#8221;dark&#8221; custom_css_main_element_last_edited=&#8221;on|phone&#8221; custom_css_main_element_phone=&#8221;width:auto;&#8221; custom_css_main_element_tablet=&#8221;width: 500px;&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;rgba(252,186,93,0.32)&#8221; custom_padding=&#8221;20px||20px||false|false&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_vertical=&#8221;0px&#8221; box_shadow_blur=&#8221;10px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;|20px||20px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; header_font_size=&#8221;40px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Don&#8217;t miss a thing!<\/h1>\n<p>Subscribe to our Newsletter and stay up to date<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjIzNDg2MCJ9fQ==@&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Subscribe to Newsletter&#8221; button_alignment=&#8221;left&#8221; button_alignment_tablet=&#8221;center&#8221; button_alignment_phone=&#8221;center&#8221; button_alignment_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.23.4&#8243; _dynamic_attributes=&#8221;button_url&#8221; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;20px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#2da940&#8243; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;5px&#8221; button_icon_color=&#8221;#ffffff&#8221; background_layout=&#8221;dark&#8221; custom_padding=&#8221;7.5px|65px|7.5px|65px|false|false&#8221; box_shadow_style=&#8221;preset1&#8243; global_colors_info=&#8221;{}&#8221; background_layout__hover=&#8221;dark&#8221; background_layout__hover_enabled=&#8221;on|desktop&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2023\/05\/Newsletter_Icon-1.png&#8221; alt=&#8221;Newsletter Icon&#8221; title_text=&#8221;Newsletter_Icon&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; max_width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>FinanceConnector Seamlessly transfer quotes from Daylite to one of the supported invoicing systems for billing. Keep an eye on the status of an invoice in the corresponding Daylite contact or transfer recorded times in Daylite directly to the invoicing system for convenient invoicing.HelpCenter Articles related to FinanceConnector What is the FinanceConnector? How do I configure [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"dipi_cpt_category":[],"class_list":["post-259270","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.2 (Yoast SEO v28.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Help on FinanceConnector - iOSXpert<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/iosxpert.biz\/en\/help-financeconnector\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Help on FinanceConnector\" \/>\n<meta property=\"og:description\" content=\"FinanceConnector Seamlessly transfer quotes from Daylite to one of the supported invoicing systems for billing. Keep an eye on the status of an invoice in the corresponding Daylite contact or transfer recorded times in Daylite directly to the invoicing system for convenient invoicing.HelpCenter Articles related to FinanceConnector What is the FinanceConnector? How do I configure [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/iosxpert.biz\/en\/help-financeconnector\/\" \/>\n<meta property=\"og:site_name\" content=\"iOSXpert\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/iosxpertbiz\" \/>\n<meta property=\"article:modified_time\" content=\"2024-04-15T09:11:30+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/10\/iO.png\" \/>\n\t<meta property=\"og:image:width\" content=\"980\" \/>\n\t<meta property=\"og:image:height\" content=\"513\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"11 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/iosxpert.biz\\\/en\\\/help-financeconnector\\\/\",\"url\":\"https:\\\/\\\/iosxpert.biz\\\/en\\\/help-financeconnector\\\/\",\"name\":\"Help on FinanceConnector - iOSXpert\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/iosxpert.biz\\\/en\\\/#website\"},\"datePublished\":\"2024-04-08T08:53:21+00:00\",\"dateModified\":\"2024-04-15T09:11:30+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/iosxpert.biz\\\/en\\\/help-financeconnector\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/iosxpert.biz\\\/en\\\/help-financeconnector\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/iosxpert.biz\\\/en\\\/help-financeconnector\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Startseite\",\"item\":\"https:\\\/\\\/iosxpert.biz\\\/en\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Help on FinanceConnector\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/iosxpert.biz\\\/en\\\/#website\",\"url\":\"https:\\\/\\\/iosxpert.biz\\\/en\\\/\",\"name\":\"iOSXpert\",\"description\":\"Business auf Mac &amp; iPhone\",\"publisher\":{\"@id\":\"https:\\\/\\\/iosxpert.biz\\\/en\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/iosxpert.biz\\\/en\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/iosxpert.biz\\\/en\\\/#organization\",\"name\":\"iOSXpert Business auf Mac & iPhone GmbH\",\"alternateName\":\"iOSXpert\",\"url\":\"https:\\\/\\\/iosxpert.biz\\\/en\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/iosxpert.biz\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/iosxpert.biz\\\/wp-content\\\/uploads\\\/2025\\\/06\\\/iO_Logo_696x696.png\",\"contentUrl\":\"https:\\\/\\\/iosxpert.biz\\\/wp-content\\\/uploads\\\/2025\\\/06\\\/iO_Logo_696x696.png\",\"width\":696,\"height\":696,\"caption\":\"iOSXpert Business auf Mac & iPhone GmbH\"},\"image\":{\"@id\":\"https:\\\/\\\/iosxpert.biz\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/iosxpertbiz\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/iosxpert\\\/\"],\"email\":\"hallo@iosxpert.biz\",\"telephone\":\"+49 2622 9780000\",\"numberOfEmployees\":{\"@type\":\"QuantitativeValue\",\"minValue\":\"11\",\"maxValue\":\"50\"}}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Help on FinanceConnector - iOSXpert","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/iosxpert.biz\/en\/help-financeconnector\/","og_locale":"en_US","og_type":"article","og_title":"Help on FinanceConnector","og_description":"FinanceConnector Seamlessly transfer quotes from Daylite to one of the supported invoicing systems for billing. Keep an eye on the status of an invoice in the corresponding Daylite contact or transfer recorded times in Daylite directly to the invoicing system for convenient invoicing.HelpCenter Articles related to FinanceConnector What is the FinanceConnector? How do I configure [&hellip;]","og_url":"https:\/\/iosxpert.biz\/en\/help-financeconnector\/","og_site_name":"iOSXpert","article_publisher":"https:\/\/www.facebook.com\/iosxpertbiz","article_modified_time":"2024-04-15T09:11:30+00:00","og_image":[{"width":980,"height":513,"url":"https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/10\/iO.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"11 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/iosxpert.biz\/en\/help-financeconnector\/","url":"https:\/\/iosxpert.biz\/en\/help-financeconnector\/","name":"Help on FinanceConnector - iOSXpert","isPartOf":{"@id":"https:\/\/iosxpert.biz\/en\/#website"},"datePublished":"2024-04-08T08:53:21+00:00","dateModified":"2024-04-15T09:11:30+00:00","breadcrumb":{"@id":"https:\/\/iosxpert.biz\/en\/help-financeconnector\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/iosxpert.biz\/en\/help-financeconnector\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/iosxpert.biz\/en\/help-financeconnector\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Startseite","item":"https:\/\/iosxpert.biz\/en\/"},{"@type":"ListItem","position":2,"name":"Help on FinanceConnector"}]},{"@type":"WebSite","@id":"https:\/\/iosxpert.biz\/en\/#website","url":"https:\/\/iosxpert.biz\/en\/","name":"iOSXpert","description":"Business auf Mac &amp; iPhone","publisher":{"@id":"https:\/\/iosxpert.biz\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/iosxpert.biz\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/iosxpert.biz\/en\/#organization","name":"iOSXpert Business auf Mac & iPhone GmbH","alternateName":"iOSXpert","url":"https:\/\/iosxpert.biz\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/iosxpert.biz\/en\/#\/schema\/logo\/image\/","url":"https:\/\/iosxpert.biz\/wp-content\/uploads\/2025\/06\/iO_Logo_696x696.png","contentUrl":"https:\/\/iosxpert.biz\/wp-content\/uploads\/2025\/06\/iO_Logo_696x696.png","width":696,"height":696,"caption":"iOSXpert Business auf Mac & iPhone GmbH"},"image":{"@id":"https:\/\/iosxpert.biz\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/iosxpertbiz","https:\/\/www.linkedin.com\/company\/iosxpert\/"],"email":"hallo@iosxpert.biz","telephone":"+49 2622 9780000","numberOfEmployees":{"@type":"QuantitativeValue","minValue":"11","maxValue":"50"}}]}},"_links":{"self":[{"href":"https:\/\/iosxpert.biz\/en\/wp-json\/wp\/v2\/pages\/259270","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/iosxpert.biz\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/iosxpert.biz\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/iosxpert.biz\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/iosxpert.biz\/en\/wp-json\/wp\/v2\/comments?post=259270"}],"version-history":[{"count":6,"href":"https:\/\/iosxpert.biz\/en\/wp-json\/wp\/v2\/pages\/259270\/revisions"}],"predecessor-version":[{"id":259459,"href":"https:\/\/iosxpert.biz\/en\/wp-json\/wp\/v2\/pages\/259270\/revisions\/259459"}],"wp:attachment":[{"href":"https:\/\/iosxpert.biz\/en\/wp-json\/wp\/v2\/media?parent=259270"}],"wp:term":[{"taxonomy":"dipi_cpt_category","embeddable":true,"href":"https:\/\/iosxpert.biz\/en\/wp-json\/wp\/v2\/dipi_cpt_category?post=259270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}