WorkingPoint

Review and vote on ideas submitted by your fellow WorkingPoint users, or suggest your own.

I suggest you ...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the “My feedback” filter and select “My open ideas”.
(thinking…)
Reset

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can vote and comment on it.

If it doesn't exist, you can post your idea so others can vote on it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
    1. Add reconciliation of Bank and Credit Card accounts

      Add reconciliation of Bank and Credit Card accounts similar to Quicken.

      393 votes
      Vote 0 votes Vote Vote
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service

        You'll receive a confirmation email with a link to create a password (optional).

        Signed in as (Sign out)
        You have left! (?) (thinking…)
      • integrate with gmail, google contacts, calendar, etc.

        Would provide a "killer" toolset for small business owners.

        331 votes
        Vote 0 votes Vote Vote
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service

          You'll receive a confirmation email with a link to create a password (optional).

          Signed in as (Sign out)
          You have left! (?) (thinking…)
        • E-commerce / webstore integration

          Run your webstore from the comfort of your NetBooks account.

          244 votes
          Vote 0 votes Vote Vote
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service

            You'll receive a confirmation email with a link to create a password (optional).

            Signed in as (Sign out)
            You have left! (?) (thinking…)
          • 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 votes
            Vote 0 votes Vote Vote
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              I agree to the terms of service

              You'll receive a confirmation email with a link to create a password (optional).

              Signed in as (Sign out)
              You have left! (?) (thinking…)
            • Multiple Payment Gateways

              Ability to receive payment with PayPal, Amazon Payment Services, Google Checkout, etc.

              194 votes
              Vote 0 votes Vote Vote
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                I agree to the terms of service

                You'll receive a confirmation email with a link to create a password (optional).

                Signed in as (Sign out)
                You have left! (?) (thinking…)
              • Print Paper Checks

                Ideally print paper checks on the forms widely available for Quickbooks.

                185 votes
                Vote 0 votes Vote Vote
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  I agree to the terms of service

                  You'll receive a confirmation email with a link to create a password (optional).

                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                • Recurring Bills

                  Allow a bill to be recorded automatically on a repeating basis.

                  176 votes
                  Vote 0 votes Vote Vote
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service

                    You'll receive a confirmation email with a link to create a password (optional).

                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                  • 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
                    Vote 0 votes Vote Vote
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service

                      You'll receive a confirmation email with a link to create a password (optional).

                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                    • 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
                      Vote 0 votes Vote Vote
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service

                        You'll receive a confirmation email with a link to create a password (optional).

                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                      • 117 votes
                        Vote 0 votes Vote Vote
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service

                          You'll receive a confirmation email with a link to create a password (optional).

                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                        • 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
                          Vote 0 votes Vote Vote
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service

                            You'll receive a confirmation email with a link to create a password (optional).

                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                          • 94 votes
                            Vote 0 votes Vote Vote
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service

                              You'll receive a confirmation email with a link to create a password (optional).

                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              under review  ·  KelliAdminKelli (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!

                            • Credit for Customer & Vendor

                              Vendor Credit and Customer Credit ....when would you be able to add this feature??

                              94 votes
                              Vote 0 votes Vote Vote
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service

                                You'll receive a confirmation email with a link to create a password (optional).

                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                              • Sales Reports

                                Run reports on your sales, such as sales by item and sales by customer.

                                76 votes
                                Vote 0 votes Vote Vote
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service

                                  You'll receive a confirmation email with a link to create a password (optional).

                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  planned  ·  8 comments  ·  Admin →
                                • 70 votes
                                  Vote 0 votes Vote Vote
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service

                                    You'll receive a confirmation email with a link to create a password (optional).

                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                  • UPS/FedEX Integration

                                    Ship orders from within NetBooks

                                    69 votes
                                    Vote 0 votes Vote Vote
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service

                                      You'll receive a confirmation email with a link to create a password (optional).

                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                    • 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
                                      Vote 0 votes Vote Vote
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service

                                        You'll receive a confirmation email with a link to create a password (optional).

                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                      • 56 votes
                                        Vote 0 votes Vote Vote
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service

                                          You'll receive a confirmation email with a link to create a password (optional).

                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                        • cash basis accounting

                                          Allow for choice of cash basis accounting or the current accrual basis

                                          56 votes
                                          Vote 0 votes Vote Vote
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service

                                            You'll receive a confirmation email with a link to create a password (optional).

                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                          • 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
                                            Vote 0 votes Vote Vote
                                            Vote
                                            Sign in
                                            Check!
                                            (thinking…)
                                            Reset
                                            or sign in with
                                            • facebook
                                            • google
                                              Password icon
                                              I agree to the terms of service

                                              You'll receive a confirmation email with a link to create a password (optional).

                                              Signed in as (Sign out)
                                              You have left! (?) (thinking…)
                                            ← Previous 1 3 4 5 6 7 8 9 10 11 12 13 14
                                          • Don’t see your idea?
                                          • Post a new idea…
                                          • WorkingPoint

                                            Knowledge Base and Helpdesk