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  1. Ability to tag transactions

    It would be great to be able to tag transactions to run reports. Sample tags: variable expense, fixed expense, client name, vendor name, company division, project, etc.

    50 votes
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    • More than 1 "Terms and Conditions"

      A good feature would be able to have seperate saved "Terms amd Conditions" for Quotes and Invoices. On quotes I put in a release of liability but on Invoices I do not want these same terms.

      44 votes
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      • Recurring expenses and adjusting entries

        Allow expenses and adjusting entries to be recorded automatically on a repeating basis.

        43 votes
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          1 comment  ·  Admin →
        • Integrated Payroll Service

          Use your upcoming Time Tracking to keep track of employee's time to pay them accordingly.

          34 votes
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          • One Payment For Multiple Invoices

            Most of my customers pay for multiple invoices at one time. It very time consuming to go through each invoice to mark paid.

            33 votes
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            • 31 votes
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                1 comment  ·  Admin →
              • Make it possible to reject a quote to track project wins and losses

                Right now, you can convert a quote into an invoice, but I'd also like to keep track of what I'm estimating, how much I'm winning and how many I'm getting rejected.

                31 votes
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                • Ability to receive multiple payments on 1 invoice

                  Would love to see the option that allows a single client to make multiple payments toward one invoice.

                  I work with high price points and my customers pay a deposit to retain my services. It would be nice to not have to create multiple (and confusing) invoices in order to receive payment especially since there is no partial payment option w/ paypal.

                  30 votes
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                  • Serialized inventory and sub-assembly items

                    We build assemblies from our inventory, and some assemblies are serialized.

                    30 votes
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                    • line item discount

                      WorkingPoint offers a discount for an entire invoice. I would like to see discounts per line item. This allows for different level discount or no discount based on each line item. For example I never discount labor, but often discount the parts used. And I often discount certain items greater than others

                      29 votes
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                      • Customer Statements

                        I would like to see a formal formatted (like the invoice) customer statement option. It should include open invoices and a total at the bottom for past due amounts separated into 0-30 30-60 60-90 and over 90 days past due. It should also include the option to attach the invoices (pdf) to the statement in the email (if you choose to email it)

                        26 votes
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                        • Calendar, Tasks and Email?

                          I'd like a Calendar function so we stay in one Netbooks and not have to look at our schedule in another place. Thanks for your hard work so far.

                          26 votes
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                            1 comment  ·  Admin →
                          • Automatic overdue reminder option

                            It would be very handy to have the option for an automatic invoice reminder if it's not paid within the term given on the invoice.

                            25 votes
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                            • Google Apps authentication

                              We don't like having to do separate user management and would like to use Google Apps user management as authentication for WorkingPoint.

                              (Of course, other integration with Google Apps would also be nice...)

                              24 votes
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                                1 comment  ·  Admin →
                              • file a document or email with a customer

                                I would like to see the ability to associate files, docs or emails to a customer. It can be store locally with just the link or reference to the file under the customer/company tab.

                                22 votes
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                                • have an option for tracking mileage on the P&L

                                  We need an option for tracking mileage on the P&L so that it is accounted for during tax time.

                                  22 votes
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                                    1 comment  ·  Admin →
                                  • Allow invoice for percentage of job

                                    I would really like the ability to invoice for a percentage of a job. Sometime I need money down to start, and sometimes I bill at completion milestones multiple times during the job.

                                    My perfect system would not turn Quotes into Invoices, but rather would save them all. They could be Open, Lost, or Accepted. When an invoice was Accepted, you could then create invoices for the full amount, for individual lines, or for percentages of the accepted quote.

                                    21 votes
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                                      1 comment  ·  Admin →
                                    • I would like to suggest a drop down list of items, versus the auto-suggest.

                                      i would like to suggest a drop down list of items, versus the auto-suggest feature when creating a line item in Quotes and Invoices.

                                      We are very visual humans, this would be a preferred approach.

                                      Thank You

                                      21 votes
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                                      • Have option to compare multiple periods of the Balance Sheet.

                                        Add ability to run reports that compare multiple periods, with the most recent month closest to the account names for ease of reading.

                                        18 votes
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                                        • Multiple Price Levels for Products and Services

                                          It would be nice to have multiple price levels for products in relation to customer type (VAR, Retail, Wholesale,etc)

                                          18 votes
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                                            1 comment  ·  Admin →
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