WorkingPoint
Review and vote on ideas submitted by your fellow WorkingPoint users, or suggest your own.
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Add reconciliation of Bank and Credit Card accounts
Add reconciliation of Bank and Credit Card accounts similar to Quicken.
393 votes -
integrate with gmail, google contacts, calendar, etc.
Would provide a "killer" toolset for small business owners.
331 votes -
E-commerce / webstore integration
Run your webstore from the comfort of your NetBooks account.
244 votes -
Ability to assign user permissions
The ability to assign user permissions is needed. I feel that it is impractical to offer access to important account information as well as account balances (visible in the dashboard) to all users.
197 votesstarted ·
AdminWorkingPoint
(Admin, WorkingPoint)
responded
We’re excited to say that we are starting to work on Multiple User Permissions. Contact us at support@workingpoint.com with any questions. You can also learn more in WorkingPoint Labs, through your WorkingPoint homepage.
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Multiple Payment Gateways
Ability to receive payment with PayPal, Amazon Payment Services, Google Checkout, etc.
194 votes -
Print Paper Checks
Ideally print paper checks on the forms widely available for Quickbooks.
185 votes -
Recurring Bills
Allow a bill to be recorded automatically on a repeating basis.
176 votes -
calendar / scheduling / appointments
We are in the service industry so the ability to schedule and track appointments (one time and re-occurring) is absolutely essential. Right now we have to use separate programs for accounting and scheduling and it's a total nightmare. It would great to have an integrated calendar / scheduling module that synced with contacts and invoices created in WorkingPoint. I would even pay extra for this!
150 votes -
WHMCS
It would be great if Working Point would sync with WHMCS.
WHMCS is a very popular billing software, used mostly for webhosts. But it is so feature packed that it can be used to bill for just about anything.
It would be awesome if invoices created in WHMCS would automatically appear in WP. When a client pays there bill in WHMCS it should reflect that in WP.
137 votes -
117 votes
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project management
To really be singe-solution, we need a way to assign to-do's and manage projects against budgeting and contacts.
103 votes -
94 votesunder review ·
AdminKelli
(Admin, WorkingPoint)
responded
Thanks to all of you who voted for this feature. We are currently reviewing the best way to implement the trial balance report and we would like to get your input. Please take a moment to comment on the following questions:
1) How do you use the trial balance report?
2) How often do you use the report?
3) Are there any other reports you use in conjunction with the trial balance report?Thanks!
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Credit for Customer & Vendor
Vendor Credit and Customer Credit ....when would you be able to add this feature??
94 votes -
Sales Reports
Run reports on your sales, such as sales by item and sales by customer.
76 votes -
70 votes
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UPS/FedEX Integration
Ship orders from within NetBooks
69 votes -
Printing Invoice Batches
The current system allows for printing of invoices but only one at a time. This is horribly labor intensive and most modern systems provide the ability to flag invoices and print them as one group. Even as a small business this would save us several hours each month. This is one of those functions worth changing software for.
63 votes -
56 votes
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cash basis accounting
Allow for choice of cash basis accounting or the current accrual basis
56 votes -
Customer Portal
have a customer portal, to allow our customer base to login and see all activity related to their account. An email link when sending a quote, invoice or news re: their account.
They login and can approve or dispute quotes and invoices. Perhaps even send a request for products and services derived from the Items List. Of course a permissions feature would have to be setup in Admin area.55 votes