FreshBooks

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FreshBooks is a cloud-based accounting software designed for small businesses. It makes accounting and invoicing easy, fast, and secure. Used by millions of service-based business owners, FreshBooks is the top choice for everyday invoicing and simple time and expense tracking.

flex.bi greatly extends the standard FreshBooks reporting suite with an advanced, easy-to-use, and flexible visualization, analysis, and reporting system. You can connect to FreshBooks and perform your first import in minutes. Regular daily updates will be imported automatically, so your charts will always have the latest data.

When you connect to your FreshBooks account, we will prepare several predefined sample reports and charts to get you started. Then you can easily create custom reports, charts and dashboards for your specific needs.

Connecting to the NEW FreshBooks Account

To connect to your New FreshBooks account:

1.  In flex.bi open "Source Data" page, select "FreshBooks" source application, choose a name for the data cube, and click "Create".
   

   
   
   

2.  Select the version of your FreshBooks account (“New”), and click “Continue”.  You will be redirected to the FreshBooks authorization page.

   
   
   

3. To authorize flex.bi to import your FreshBooks account data, you will need to provide your user credentials.
   

   
   
   

4. Congratulations, you are done!

When flex.bi is authorized, it will automatically import new FreshBooks data every day, using the same authorized access.

Connecting to the Classic FreshBooks Account

To connect to your Classic FreshBooks account:

1. In flex.bi open "Source Data" page, select "FreshBooks" source application, choose a name for the data cube, and click "Create".
   

   
   
   

2. Select the version of your FreshBooks account (“Classic”), enter your FreshBooks site URL, and click “Continue”. You will be redirected to the FreshBooks authorization page. 

   
   
   

3. To authorize flex.bi to import your FreshBooks account data, you will need to provide your user credentials.
   

   
   
   

4. Congratulations, you are done!

When flex.bi is authorized, it will automatically import new FreshBooks data every day, using the same authorized access.

Imported data

flex.bi imports the following FreshBooks data (measures) and dimensions:

• Timesheets imported and calculated measures

  • Hours, Billable hours, Invoiced hours

  • Budgeted hours

  • Billable amount (for billable hours), Invoiced amount (from billable hours)

  • Expenses amount, Invoiced expenses

  • Unbillable hours, Billable hours %

  • Uninvoiced hours, Uninvoiced amount (just from billable hours)

  • Uninvoiced expenses, Uninvoiced amount with expenses (total for hours amount and expenses)

  • Billable amount EUR, Billable amount USD and other EUR and USD amounts (see explanation below)

  • Budget spent % (from budgeted hours)

  • Project currency, Project status, Project manager

  • Project billing method
    
    

• Timesheets dimensions

  • Project Task (with Client, Project and Task hierarchy levels)

  • Project Status (Active or Archived or Deleted)

  • Task (common tasks across all projects)

  • Person (staff members and contractors)

  • Expense Category

  • Currency

  • Time (year / quarter / month / day hierarchy and year / week / day hierarchy)
    
    

• Invoices imported and calculated measures

  • Invoice amount, Item amount, Discount amount, Tax amount, Second tax amount, Due amount

  • Invoice amount EUR, Invoice amount USD and other EUR and USD amounts (see explanation below)

  • Project currency, Project status, Project manager

  • Invoice issued date

  • Invoice currency, Invoice client, Invoice status, Invoice item description, Invoice item project
    
    

• Invoices dimensions

  • Client Project (with Client and Project hierarchy levels)

  • Invoice (with Invoice and Invoice item hierarchy levels)

  • Invoice Status

  • Item

  • Currency

  • Time (year / quarter / month / day hierarchy and year / week / day hierarchy)