We recently made some small feature updates to Ronin that you might’ve missed! In case you did, we’re summarizing them here so you can get a quick glimpse at what has changed.
First up is how project progress is tracked on the dashboard. You’ll now see the number of hours already billed, the total budget for the project (if there is one), and the amount that’s unbilled based on tracked events.
Second up is a newly improved quick access screen for your staff members when they’re logging hours. Previously, you had to run a report to see how many hours any particular staff has logged for any given day, week, or month. However, it wasn’t always efficient for every staff member to run their own reports. Now, there’s a new box underneath their staff name that shows how many hours they’ve logged per day, per week, or per month.
We hope you enjoy these updates! There are more to come 🙂
Howdy again fellow Ronins!
Managing your products on Ronin can become unwieldy especially if you have hundreds! Updating each can be time consuming as well. However, products do need updating from time to time and we wanted to give you a scalable way for doing so.
Ronin now supports bulk product imports via CSVs 🙂 All you need is a simple CSV with 4 mappable Ronin fields: ID, Name, Price, and Taxable (T/F). One thing to be aware of before you start the CSV creation process is that the ID column is unique and lets you handle product additions and updates for the other 3 fields. If Ronin hasn’t seen an ID before, it will create a new product with that ID.
If IDs 1 and 2 are left intact but the product name, price, and whether or not it is taxable changes, Ronin will update the existing products using information from the new CSV. If you add another product with ID 3 (and Ronin hasn’t seen it before), it will be added as a new product.
To get started, go to your “Products” tab and click on the “Import Products from CSV” link on the right hand panel. Find your CSV file from your computer and submit it for upload.
For step 2, make sure you map the fields properly to the Ronin fields. Currently only 4 fields can be uploaded and mapped. Extra fields will not be uploaded.
Ronin will review the CSV you’ve selected for upload and show you a preview of the products to be imported. If anything is off at this stage, be sure to go back and edit the CSV file to adjust.
After importing, Ronin will take you to the products list and confirm the final import list.
You can now easily edit and delete your Ronin products in your product list by using the “Bulk Edit” feature! This is a new addition to your Ronin dashboard for added convenience.
For those of you who are new to Ronin or haven’t used Products before, this is a good opportunity to start. Products allow you to create reusable items that can be loaded into future invoices or estimates and can be a big time saver. With bulk updates now available, it’s a great time to consider leveraging this feature.
Howdy fellow Ronins!
For those of you that have been waiting patiently for Ronin to support custom domains with HTTPS, will now be super caffeinated to know that we’ve integrated with Clearalias to provide easy-breezy, worry-free, custom domain setup right in your Ronin account starting today! Your personalized client portal can now be accessed by your clients using the domain of your choice.
All you have to do is update your CNAME by going to Account > Custom Domain to find out more. Or, simply click on this link to access your account directly.
The Ronin Team
Happy July 🙂 We hope your summer is going well! A quick update on a new feature we’ve been working on alongside infrastructure upgrades and optimizations!
Ronin is now able to support input for 3 taxes on all outgoing invoices. Ronin users in India will be glad to hear this announcement as Ronin now complies with requirements to bill customers for Krishi Kalyan Cess (KKC). Tertiary taxes are most widely used in countries like India but this feature can be beneficial to anyone who needs to bill for a 3rd tax item.
If you have the need for a tertiary tax, please edit your existing invoice or create a new version to take advantage of the 3rd tax option.
As always, please submit your feedback directly [email protected]!
Transactions fees are a standard when it comes to doing business online and offline. Ronin has always allowed you to set a transaction fee percentage as part of your invoice total. However, setting percentage-based transaction fees often come out as non-round numbers which may result in finance departments reaching for their arsenal of swear words. There may also be other scenarios where you only want to charge fixed transaction fees for those using different payment methods.
If you’ve been bothered by any of these situations, you’ll be glad to know that Ronin now supports flat transaction fees alongside percentage-based transaction fees! Flat fees give you some extra flexibility to make sure you’re not over or undercharging your clients and also ensures a standardized format for future payments.
To add a flat transaction fee, start by going to your account settings and then clicking on “Payment Integration”
Next, scroll down to the Transaction Fee area until you see “+flat fee amount”.
Give it a shot and let us know if you have any questions or concerns!
If you’ve been waiting a while to turn on native support for automated bank account payments (ACH) then you should be excited to hear that it’s now available! ACH payments via Stripe (yes you do need to have Stripe integration turned on and verified) have significant advantages over accepting traditional credit card payments in the form of lower fees.
According to Stripe, “ACH payments on Stripe cost 0.80%, capped at $5, with no monthly fees or verification fees!” These can be significant savings if you’re used to collecting on invoices in the high thousands.
To turn on ACH payments you’ll need to follow these simple steps:
1. Go to Account > Payment Integrations. Make sure you have Stripe payments enabled and connected.
2. Now go to any client and click on their “Payment Profile”. Choose the “Add Bank Account” option. If the client is paying for an open invoice, they’ll also have the option to add their bank account.
3. When a bank account is added, it will be verified through 2 small deposit amounts. This might take a few business days to process so please be patient! Once verified, future charges will be swift and can also be added to a recurring schedule as part of your automated billing.
Keep in mind that ACH payments are still in beta so please pass along your feedback!
Hey check it out! We got ourselves a fancy lil’ blog to collect our thoughts and to share your feedback. Stay tuned as we ramp this up. You’ll have lots of content to read soon enough 🙂