Dashboard
| Job # | Invoice # | Date | Agency | Location | Total | Status | Action |
|---|
| Job # | Invoice # | Date | Agency | Location | Total | Expected Payment | Action |
|---|
| Job # | Invoice # | Date | Agency | Location | Total | Status | Action |
|---|
š Welcome to DeskPortView! Upload your two Excel files below (either order works!). Your data stays loaded even if you refresh the page! Need help? Check the Instructions button.
Dashboard| Job # | Invoice # | Date | Agency | Location | Total | Status | Action |
|---|
| Job # | Invoice # | Date | Agency | Location | Total | Expected Payment | Action |
|---|
| Job # | Invoice # | Date | Agency | Location | Total | Status | Action |
|---|
Enter the fields you would like to appear on your invoices in the "FROM" section.
Leave blank any fields you don't want to include.
This dashboard helps you manage your invoices and calculate taxes. You need TWO Excel files to get started.
New user? Start with our templates! They have all the correct column names.
Each template includes sample data showing exactly how to format your information.
This Excel file contains all your job and invoice information. It MUST have these exact column names:
| Required Column Name | What It Means |
|---|---|
Date of Job | The date you worked |
Invoice # | Your invoice number |
Job# or JobNumber | Job number (either name works) |
Agency Bill To Name | ā ļø The agency/company name - MUST MATCH EXACTLY with Agency Name in File #2 |
Type of Job | Type of work - The dashboard automatically detects all unique job types from this column. ā ļø Keep names consistent! "Video" and "Video Conference" will count as separate types. "Phone" and "Phone Call" will count as separate types. |
TOTAL | Total amount for the job |
Paid | Payment status (Yes/No or True/False) |
Location | Where the job took place |
Client Name | Name of the client |
Description of Job | Job details/description |
For Tax Calculations, you also need these columns:
| Required Column Name | What It Means |
|---|---|
# Miles | Miles driven for the job |
Parking/Tolls | Parking and toll expenses |
Transportation | Transportation costs |
OtherExp | Other expenses |
This Excel file contains information about the agencies you work with. It MUST have these exact column names:
| Required Column Name | What It Means |
|---|---|
Agency Name | Name of the agency/company |
Agency Address | Street address |
Agency City | City |
Agency State | State |
Agency ZipCode | Zip code |
Agency Phone | Phone number |
Agency Email | Email address |
Inactive | Is agency inactive? (Yes/No) |
The Agency Bill To Name in your Invoice file MUST match the Agency Name in your Agency file character-for-character.
Example: If "ABC Company" is the name in your Agencies/Companies spreadsheet but "ABC Co." is in your Invoices ā They must match exactly.
Date of Job works, but date of job does notNeed to cancel, update payment method, or view your invoices?
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From the portal you can:
Note: When you cancel, you'll keep access until the end of your current billing period.