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  1. Low Inventory Alert

    To have an alert function when inventory is low in conjunction to the invoice or something similar so buyer can be alerted to purchase new inventory.

    8 votes
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      1 comment  ·  Admin →
    • 8 votes
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      • 7 votes
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        • Bank Import - Remember match for reccuring transactions.

          When matching a transaction in the banking import process you should have an option "Remember this". Currently I have to match my power bill and other recurring charges every month - this should be automatic.

          7 votes
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          • 7 votes
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              1 comment  ·  Admin →
            • 7 votes
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                1 comment  ·  Admin →
              • 7 votes
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                  1 comment  ·  Admin →
                • Turn invoices into quotes

                  Sometimes employees create an invoice when it should really be a quote. There is currently no way to turn the invoice into a quote without creating a new quote and deleting the invoice.

                  7 votes
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                  • 7 votes
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                    • 7 votes
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                        1 comment  ·  Admin →
                      • advertising

                        Need a way to track advertising and marketing, sales by magazine etc

                        7 votes
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                        • add the ability to create a purchase order and a pro forma invoice. They are essential.

                          the process : request for quote, quote, pro forma invoice, purchase order, invoice. essential paper trail activities.

                          7 votes
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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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                            • Finish the mobile app!

                              We would like to use the mobile app in the field but it is missing some of the most basic features. There is no way to add or edit a customer, there is no way to edit an invoice, There is no way to add or edit items. There is no quotes feature at all. There is no way to accept a payment on an invoice. As it is right now, to use this app we could only go to existing customers and show them an invoice. We couldn't collect the payment or send them a receipt. Please finish what…

                              7 votes
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                              • Partner with PostalMethods to provide snail mail service.

                                Its an easy API to work with. Should integrate rather quickly.

                                7 votes
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                                  1 comment  ·  Admin →
                                • Cash Sales

                                  Receive payment at the same time as invoice creation (cash sales) would save me a lot of hassle. Having to create the invoice and then go back and receive payment is quite a PITA.

                                  7 votes
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                                  • Add shipping address to contact

                                    It would be huge if I could include shipping addresses to Contacts. (in the contact record so you can view it along with billing address and on import and export)

                                    6 votes
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                                      1 comment  ·  Admin →
                                    • Removing Tax Column

                                      I would love to remove the tax all together on my invoices. We are basically a service business and if I do have a material cost, the tax is already accounted for. We would have run to a store to buy what the customer needed/wanted and pay the tax at that time, and invoice the customer accordingly.

                                      6 votes
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                                      • 6 votes
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                                        • Mark multiple bills paid with one payment

                                          We have contractors that do multiple jobs for us each pay period. When it's pay day, it's nice to see each job they've done for us as an individual bill, but it is a PAIN to open each bill individually and mark that we've paid them for each bill. It would be great to mark multiple bills as paid with one payment to the contractor.

                                          6 votes
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                                            1 comment  ·  Admin →
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