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  1. Allow journal entries in bank reconciliation

    I need to be able to make some journal entries that can be included in the bank reconciliation. The only way around it now is to create a "Non Reconciled" sub account and calculate the bank balance manually.

    1 vote
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    • 1 vote
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      • Split Transactions

        expense transactions to be split among two vendors

        3 votes
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        • Ability to add an item with zero quantity.

          Need ability to add an item with zero quantity to show customers the price of separate features or add-ons to their main line item in a quote. This feature allows us to add additional line items with zero quantity that customers can see and consider additional features but not inflate the price of the original item they requested.

          3 votes
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          • Mileage...just like the timer, except to record miles traveled for business

            In your car, open your Working Point Mobile app. Press GO to start driving for business. With location services turned on, your phone's GPS could track where you went and how many miles it was. Then you could stop the tracker and could record the business justification for the miles.

            1 vote
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            • send receipt

              Simple receipt after invoice has been paid. Maybe with a "rubber stamp" saying paid. Much like what wavwapps are doing.

              6 votes
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              • invoices for 2014 total by itself instead of previous added

                Each year I have to manuelly remove previous year from total of client invoice records. This is time comsuming. Need a simiplified way to do this for 2014.

                1 vote
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                • Please integrate Shopify POS with WorkingPoint. At this time, WorkingPoint only integrates with Shopify's Web Store, not their POS.

                  I would like to be able to integrate my Shopify WebStore, Shopify POS, and WorkingPoint all together for one cohesive package.

                  1 vote
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                  • Support manual import of bank and other account data

                    It is great that WorkingPoint has bank integration for automatically importing account data. However, this is totally useless for older account data than is available electronically or for accounts where there is no integration.

                    WorkingPoint should support manual import of account data (CSV, QXF, QIF) to save the tedium of manually entering months or even years of account data that is in the past and not available online.

                    7 votes
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                    • tasks section for dashboard

                      task feature that would show on dashboard area

                      1 vote
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                      • improve the way quotes and invoices look

                        right now the printed verdsions look very unprofessional
                        they need a make over

                        1 vote
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                        • simple mileage tracker

                          a simple mileage tracker that can have a report like quickbooks

                          1 vote
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                          • custom fields

                            ability to add custom fields to client screen for client specefic info

                            1 vote
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                            • customer approval or rejection of quote

                              customer to have ability to approve or reject a quote sent to them
                              they click on link and then click approve, reject or more info

                              1 vote
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                              • How to maintain the gold plated jewelry well?

                                How to maintain the gold plated jewelry well?

                                3 votes
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                                • Add additional tax capabilites for businesses that have services that require additional taxes

                                  I provide VOIP services, and I am required to charge multiple different taxes. It would be beneficial if WorkingPoint had the ability to add different taxes

                                  1 vote
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                                  • Sales tax report should be based on "paid" invoices only, not invoices written.

                                    When compiling my sales taxes owed to the state I viewed the information in the "sales tax report". The information provided is somewhat incorrect. The report is based on ALL invoices written, regardless if paid and/or monies collected. This cannot be used in regards to sales tax. As an example, if I send an invoice to a customer on March 20th ( with a "net 15" applied) I will not receive the payment until the beginning of the 2nd quarter, but the report will show that I owe the state taxes for that sale for the first quarter. This is…

                                    3 votes
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                                    • add a deposit line to quotes.

                                      We only convert quotes into invoices when we receive a 50% deposit. I would like to have a line on the quote that automatically calculates and shows what the 50% deposit would be.

                                      3 votes
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                                      • Add a Blind CC to the email option.

                                        There is a CC option on the email now but sometimes you want to copy the same email to another person without everyone seeing. It would be a nice option for business owners

                                        3 votes
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                                        • hate, hate, hate the new bank integration. All my accounts are messed up, duplicate entries, match is not working, etc. hate it.

                                          hate, hate, hate the new bank integration. All my accounts are messed up, duplicate entries, match is not working, etc. abosluely hate it. after three years of using the tool with no issues, I've already spent 2 hours tyring to reconcile even the simplest stuff. so confusing.

                                          4 votes
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                                            1 comment  ·  Admin →
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