Using quotes to forecast income in Light Blue

We know that one of the most important parts of your business admin is being able to forecast accurately. Being able to know exactly what is happening in your business at any time helps you to plan for the future.

With Light Blue, you can run various reports to check your business finances, one very useful one is the ‘Income Forecast’ report. This uses the quotes function in Light Blue so will be really handy for wedding and commercial photographers (who often use quotes when confirming a booking with a client).

To run the report select Reports > ‘Custom Reports’ > ‘Income Forecast’ to create an income forecast. This will bring up all quotes with a status of “Accepted” or “Awaiting Invoicing”.

The information from these searches and reports is displayed in the list view, where you can see all of the records that meet your given criteria. The default view shows a list of all future income due grouped by the date the quote was created.

You may want to preview your projected income from a particular type of work over a given period. In that case, you can use Light Blue’s powerful querying tools to find the information that you need

Maybe there’s a month you’re not very busy with weddings and want to run a portrait promotion to fill the shortfall for that month? Without planning you don’t know where your income gaps are.

You can use the query function to search for your expected income over a particular period. In this example we have run a query for quotes where the shoot type is “Weddings” and the start date is “In Next Calendar Year” and the status is “Accepted”. This will show us all next year’s wedding where the client had accepted a quote.

You can adjust the columns within the list view to show whatever you find useful. By going to Window > “Customise List View” and you’ll see this dialog. To view the balance due each month, simply add the “Balance Due”, “Shoot Title” and “To Invoice” fields to the “Columns” section, then make sure they are grouped by “Balance Due Month”.

By using the “To Invoice” column it takes account of the booking fee already paid so this will give you a really clear idea of your monthly wedding income forecast for next year.

How do you use the reports in Light Blue? We’d love to hear how you find Light Blue helps you to keep track of your business!

macOS and iOS public betas: our annual health warning

Apple have a reliable schedule of releasing major updates to macOS and iOS in the Autumn, and we can expect macOS Catalina and iOS 13 to be released towards the end of September 2019.

For the last few years, Apple have been releasing public betas of their major operating system updates in the Summer. Installing these public betas can be risky because they’re likely to contain bugs, and many apps won’t be updated to support major new OS updates until close to the official release date.

We would advise against installing major OS update betas on any device that you rely on to get work done and – even when they’re released to everyone – we always advise customers to be cautious about rushing to update. This year’s public betas seem to be causing problems with a wide range of apps, so we’d recommend staying away from them unless you absolutely have to install them for some reason!

We’re keeping a close eye on macOS Catalina and iOS 13, so expect to hear more about them from us in September.

Compatibility with macOS Mojave and iOS 12

In the very near future, Apple are going to release macOS Mojave and iOS 12. Because many of our customers like to upgrade their Macs, iPhones, and iPads as soon as new operating systems become available, we’ve been testing the latest versions of our apps with both new operating systems.

Light Blue 7 and the latest version of our iOS app appear to work well with Apple’s latest operating systems. However, we can never be entirely sure that Apple won’t change something before the release of either operating system, so please read on for the important health warning…

Health warning

As with all major operating system updates, it is a very sensible idea to be cautious about updating all of your computers and mobile devices at the same time. Although our testing of Light Blue 7 and version 4 of our iOS app has been positive so far, there is every chance that Apple could change something that breaks compatibility or that we’ve missed something because we can’t test every conceivable combination of devices and settings.

If you rely on Light Blue to run your business, we would therefore recommend holding off from updating your operating system as soon as the latest versions of macOS and iOS come out. At the very least, if you absolutely must update on day one, make sure that you have at least one computer and iOS device on the ‘old’ operating system until you’ve had a chance to test that all of the features that you depend on are fully functional.

Also, please note that our testing has been has been focussed on the latest versions of our desktop and mobile app. The vast majority of our customers are already using Light Blue 7.1.3 and version 4.2 of our iOS app, and if you’re using older version of either the desktop or mobile app then please update to the latest version to ensure that you’re able to take advantage of all of the new features and bug fixes that we’ve been adding. You can update the desktop app by using the ‘Check for updates’ command (in the ‘Light Blue’ menu if you’re on a Mac, or in the ‘Help’ menu if you’re using it on Windows), and you can update the iOS app via the App Store.

Compatibility with macOS High Sierra and iOS 11

In the very near future, Apple are going to release macOS High Sierra and iOS 11. Because many of our customers like to upgrade their Macs, iPhones, and iPads as soon as new operating systems become available, we’ve been testing the latest versions of our apps with both new operating systems.

Light Blue 6 and the latest version of our iOS app appear to work well with Apple’s latest operating systems. However, we can never be entirely sure that Apple won’t change something before the release of either operating system, so please read on for the important health warning…

Health warning

As with all major operating system updates, it is a very sensible idea to be cautious about updating all of your computers and mobile devices at the same time. Although our testing of Light Blue 6 and version 3 of our iOS app has been positive so far, there is every chance that Apple could change something that breaks compatibility or that we’ve missed something because we can’t test every conceivable combination of devices and settings.

If you rely on Light Blue to run your business, we would therefore recommend holding off from updating your operating system as soon as the latest versions of macOS and iOS come out. At the very least, if you absolutely must update on day one, make sure that you have at least one computer and iOS device on the ‘old’ operating system until you’ve had a chance to test that all of the features that you depend on are fully functional.

Also, please note that our testing has been has been focussed on the latest versions of our desktop and mobile app. The vast majority of our customers are already using Light Blue 6.2.3 and version 3.3 of our iOS app, and if you’re using older version of either the desktop or mobile app then please update to the latest version to ensure that you’re able to take advantage of all of the new features and bug fixes that we’ve been adding. You can update the desktop app by using the ‘Check for updates’ command (in the ‘Light Blue’ menu if you’re on a Mac, or in the ‘Help’ menu if you’re using it on Windows), and you can update the iOS app via the App Store.

Light Blue 6.1.4: an important update for Mac users

Apple released macOS Sierra last week, and by most accounts it’s a good, stable update to macOS. We’ve heard very little about incompatibilities and Light Blue is running well on it, with one potential snag.
Sierra introduces a new iCloud feature called Desktop & Documents sync. This moves the contents of your Desktop and Documents into iCloud and syncs them across all of the devices that are linked to your iCloud account. While it’s convenient for a lot of Mac users, photographers might find this a bit problematic in that if you’ve got a lot of data in these folders (big piles of RAW files all over your Desktop, anyone?) then you’ll quickly run into iCloud’s storage limits unless you upgrade to one of Apple’s more expensive iCloud plans. You can find out more about how these feature works (including some scary things that can happen while setting it up, or turning this feature off again) here.
More importantly, this new synchronisation feature has the potential to interfere with Light Blue’s own data and file syncing. Therefore, we’ve released an update that moves Light Blue’s data folder to a location that won’t be affected by this feature.
All you need to do to ensure that your copy of Light Blue 6 doesn’t run into this potential problem is to update to version 6.1.4, and we strongly recommend that you do so before upgrading your Mac to Sierra. Light Blue 6.1.4 will automatically move its data folder to a new, safer location:  ~/Library/Application Support/com.lightbluesoftware.lightblue/
This new data folder location is less convenient for anyone who wants to manually create or restore backups, but avoids any potential problems caused by this new iCloud feature.

You can update to Light Blue 6.1.4 b1 by using the ‘Check for Updates’ command, which can be found in the Light Blue menu on a Mac or in the Help menu on Windows.

Versions of Light Blue older than Light Blue 6 store their data in a different location, and aren’t affected by this new iCloud feature.

Compatibility with macOS Sierra and iOS 10

In a couple of weeks, Apple are going to be releasing macOS Sierra (yes, they really have stopped called it “Mac OS X”) and iOS 10. Because many of our customers like to upgrade their Macs, iPhones, and iPads as soon as new operating systems become available, we’ve been testing the latest versions of our apps with both new operating systems.

The good news is that Light Blue 6.1.2 seems to work well with macOS Sierra, and our new iOS app appears to be working well with iOS 10. However, we can never be entirely sure that Apple won’t change something before the release of either operating system, so please read on for the important health warning…

Health warning

As with all major operating system updates, it is a very sensible idea to be cautious about updating all of your computers and mobile devices at the same time. Although our testing of Light Blue 6 and version 3 of our iOS app has been positive so far, there is every chance that Apple could change something that breaks compatibility or that we’ve missed something because we can’t test every conceivable combination of devices and settings.

If you rely on Light Blue to run your business, we would therefore recommend holding off from updating your operating system as soon as the latest versions of macOS and iOS come out. At the very least, if you absolutely must update on day one, make sure that you have at least one computer and iOS device on the ‘old’ operating system until you’ve had a chance to test that all of the features that you depend on are fully functional.

Also, please note that our testing has been has been focussed on the latest versions of our desktop and mobile app. The vast majority of our customers are already using Light Blue 6.1.2 and version 3 of our iOS app, and if you’re using older version of either the desktop or mobile app then please update to the latest version to ensure that you’re able to take advantage of all of the new features and bug fixes that we’ve been adding. You can update the desktop app by using the ‘Check for updates’ command (in the ‘Light Blue’ menu if you’re on a Mac, or in the ‘Help’ menu if you’re using it on Windows), and you can update the iOS app via the App Store.