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  1. 1 vote
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    • RFQ

      Utilize the Quote capability to allow a prospect from the WP Home Page to RFQ Request A Quote on a specific item that the WP customer offers. The prospect would click an RFQ button and the standard Quote form would open allowing the prospect to select one or more items and when done click a submit button. The RFQ would pop into the in box of the WP site customer for a direct response allowing the WP customer to price the RFQ and add specific comments to the RFQ (quantity breaks, time to deliver, new feature cost, etc.) and email…

      1 vote
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      • subtotal for items in billsvan invoices

        very often you reconsile you account with your vendor or customer by the amount payed fo goods only, so you have to see the number that reflects the total mount for Items as subtotal of the document

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        • to create language translation tool

          A translation tool to customize Invoices and Quotes. I mean, all the information that we send out of WorkingPoint

          1 vote
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          • 1 vote
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            • simplify the way to apply funds back to previous invoices

              When I received cash for an invoice, the client paid for a previous overdue invoice as well. I missed seeing a way to apply the cash to the past overdue amount and now his account seems weird. It says he is overdue with a credit?

              1 vote
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              • Print envelope with customer address

                Yes, some companies require a printed invoice be mailed to their accounts payable dept.

                1 vote
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                • easier options to pull up items

                  easier options for pulling up items to add to or reconcile

                  1 vote
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                  • home widgets

                    I like the home page and find it very useful. I think a few of the widgets can be improved if we can do some customization.
                    For the "who's overdue" & "who do I owe" widgets
                    if we could see a "Current Balance" and if we are
                    able to switch to just show next # days (like 0 for overdue, 7 for bills this week) right now the widget shows everything for "who do I owe" so I have to work off of the bills tab

                    0 votes
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                    • Custom Fields for Customers & Items

                      Allow configuring additional fields for Customers & Items which can hold my own additional information. One application is a SKU for products.

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                      • Have a running balance in the general ledger

                        Create a running total in the general ledger so that you don't need to total up all transactions to properly see your total on any given date and make reconciliation easier.

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                        • Add setting to make shipping charges taxable

                          In my state (Washington) shipping is charged sales
                          tax. My shopping cart is set up to do this and I cannot configure my invoice to accurately charge sales tax on shipping.

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                          • Create New Contact from Accounts page.

                            I'd like to be able to create a new contact from the Accounts > Undeposited Funds > Record Transactions > Deposit page.

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                            • Entering payments needs to remember field data

                              When entering payments, the Date and Method fields needs to keep the last data from previous submit. I submit payments manually and I should not have to keep setting the date when adding past date transactions nor the Method. The program should "remember" the field values and keep them populated the same for the next time.

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                              • 0 votes
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