Invoicing, Bill & Expense Management, Bookkeeping Online Small Business Management Solution

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New Year, New Feature – Paperless Invoicing!

Topic: Features,Invoicing,WorkingPoint News | Comments Off

Posted on January 3, 2013 by Working Point Team

Hello WorkingPoint Users,

With the start of 2013 comes the introduction of a hotly anticipated feature in your WorkingPoint account: Paperless Invoicing.

With Paperless Invoicing, when you email your customer an invoice, they will receive a link that they can click on to view their invoice online, pay it, and save it to PDF for their records – All without using a single piece of paper! No paper required – though there is an option to print too.

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--- WorkingPoint is your small business online resource for all things related to Accounting, Invoicing and Financial Management. To learn more please read our FAQs or Contact Us.

Black Friday / Cyber Monday – Time to Restock Your Office

Topic: WorkingPoint News | Comments Off

Posted on November 20, 2012 by Working Point Team

As many of you probably know the Friday after Thanksgiving, Black Friday,  is typically the biggest shopping day of the year (fun fact: Black Friday’s name “originated in Philadelphia, where it originally was used to describe the heavy and disruptive pedestrian and vehicle traffic which would occur on the day after Thanksgiving [Source: Wikipedia]“).

It is also typically a day when stores sell their goods at heavily discounted prices, which gives you, the small business owner a fantastic opportunity. If you have been thinking of buying a new printer for your office, or perhaps that chair you sit in everyday needs to be put out to pasture; Black Friday, and/or Cyber Monday might be the day(s) to do it. The question really becomes how to avoid camping out the night before, or navigating through crowds of deal hungry people. If you are interested – here are some good links for you to do further research:

Office Depot’s Black Friday Page: Office DEPOT

Staples Black Friday Page: Staples

Shopping Tips:

Top 10 Tips to Getting the Best Bargains on Black Friday

Black Friday tips: How to snag door-buster deals

If you haven’t seen this site yet, it pulls together all of the flyers from the big box retailers: Blackfriday.com

Also here is an interesting article about creating your own Black Friday Sales: LA Times

Good luck, HAPPY THANKSGIVING (and happy shopping!) – The WorkingPoint Team

--- WorkingPoint is your small business online resource for all things related to Accounting, Invoicing and Financial Management. To learn more please read our FAQs or Contact Us.

Announcing Our Latest Partner – Dropbox

Topic: Partnerships,WorkingPoint News | Comments Off

Posted on November 13, 2012 by Working Point Team

We have recently revealed a slew of partnerships that we’ve been working on for the past few months. Today we are excited to announce that we have just completed integrating another partner into our system – Dropbox (www.dropbox.com).

For those of you that are not aware of Dropbox it is “a free service that lets you bring all your photos, docs, and videos anywhere. This means that any file you save to your Dropbox will automatically save to all your computers, phones and even the Dropbox website” (you can learn more about Dropbox here: https://www.dropbox.com/tour/)

What does this mean for you, the WorkingPoint user? In a nutshell you will now be able to easily access important business documents stored on your computer from within your WorkingPoint dashboard. Some examples:

  • Quotes - If you work with subcontractors or other vendors and you quote projects based on their estimates, scan and link their quotes to the final quote you send your customer. That way, if you have to look up the figures, you’ll have them all together with your quote.
  • Bills - You can scan your original bill hardcopy and add it to the Dropbox folder and link the image to the bill record
  • Items - There is usually a good amount of supporting info on the products and services you sell. Link your item record to images of your items or scans of important information regarding the service or product.
  • Purchase Orders - You might want to scan and link the vendor’s product information or catalog feature of the item so you have the item details, like size, color, price, etc.
  • Invoices – If you have incidental expenses that you have incurred during the course of your work for a client, you can attach scans of receipts for those expenses that you are including in your final invoice.

To learn more about how to integrate your WorkingPoint account with Dropbox, please see the following link: http://help.workingpoint.com/customer/portal/articles/821666-connecting-to-dropbox

As always please submit any feedback you might have to us via email: support@workingpoint.com or via our web form: http://www.workingpoint.com/support/contact-us

Thanks and happy Dropboxing!

-The WorkingPoint Team

--- WorkingPoint is your small business online resource for all things related to Accounting, Invoicing and Financial Management. To learn more please read our FAQs or Contact Us.

Protecting Your Business – Researching and Choosing Business Insurance

Topic: Business Management,Freelancers,Small Business Tech Recs | Comments Off

Posted on October 30, 2012 by Working Point Team

In today’s hectic world it is easy to make mistakes, indeed it is human nature to err. When you do this in your personal life normally an apology will rectify the issue. However, if you make a blunder in your work it can have disastrous consequences for you and your business.  At WorkingPoint we want your business to thrive – and a part of this is protect your assets and your company.

Most of us have insurance for our homes, our cars, our health, perhaps even our lives. But is your business properly insured? Business Insurance is a very broad category that includes (but is not limited to): property, liability, workers comp and business interruption. Depending on what type of business you run you may need some (or all) of these.

If this isn’t something you have properly considered, we would urge you to do some research into what sort of insurance you need. The following websites would be a good jump off point:

Once you have figured out what you need you need to do some research into providers – we really like this site for comparing different options:

What experiences have you had with this? Any recommendations for the rest of us? Please leave feedback below. As always we are here to support you in your business. If you have comments/questions/complaints please let us know.

Thanks and be safe out there!

-The WorkingPoint Team

--- WorkingPoint is your small business online resource for all things related to Accounting, Invoicing and Financial Management. To learn more please read our FAQs or Contact Us.

Etsy and WorkingPoint: a Winning Team

Topic: Company Profiles,Partnerships,WorkingPoint News | Comments Off

Posted on October 3, 2012 by Working Point Team

We are constantly striving to improve our users experience, and one of the ways we do this is by partnering with exciting companies that we believe will enhance the way you do business. We have a number of these partnerships in the works and today we are pleased to announce our newest partner – Etsy. Etsy is an online marketplace where creators of handmade products can sell their goods. If you have a business selling handmade products and aren’t doing it on Etsy, we would encourage you to give them a try. Their marketplace caters solely to individuals who create their own goods, allowing you to differentiate yourself from sellers of electronics, services, etc.

If you already have both a WorkingPoint and Etsy account, you can link your existing shop with WorkingPoint and import your item listings and orders. The upshot of this is that you will no longer have to enter your sales in two places, giving you more time to focus on the tasks you love to do!

To get started simply: Log into your WorkingPoint account. Then, from the home-page dashboard, locate the Etsy Integration widget and click “Connect your Etsy account.”

If you are an Etsy user and are interested in signing up for our Risk Free Trial, the process is as easy as navigating to www.workingpoint.com/Etsy and completing the registration form.

We are always looking for ways to improve your experience with our product, and strongly believe that this partnership is one of them! As always feel free to drop us a line with compliments or complaints: http://www.workingpoint.com/support/contact-us

All the best, and happy selling!

The WorkingPoint Team

--- WorkingPoint is your small business online resource for all things related to Accounting, Invoicing and Financial Management. To learn more please read our FAQs or Contact Us.

PCWorld Article on Business Finance

Topic: WorkingPoint News | Comments Off

Posted on September 28, 2012 by Working Point Team

We were recently mentioned in an article on Web Apps for Business Finance through our deep integration with Yodlee. It is a good article, definitely worth a read! Click through below:

PCWorld: New web apps tackle business finance problems

As always please feel free to leave us comments and feedback.

Have a great weekend!

-WorkingPoint Team

--- WorkingPoint is your small business online resource for all things related to Accounting, Invoicing and Financial Management. To learn more please read our FAQs or Contact Us.

Online Education – Advancing your Business Know-How!

Topic: WorkingPoint News | Comments Off

Posted on August 31, 2012 by WorkingPoint Team

 It is widely known that our education doesn’t end when we get our high school or college diploma. We need to continue to increase our knowledge as we progress through our professional and personal lives. This holds especially true for small business owners who often work on their own or with a small handful of others. Luckily the advent of online education, with it huge wealth of material has created the opportunity for small business owners to learn the dos and don’ts of running a business through online courses, which emphasize the importance of financial planning, risk management, marketing, and new computer technology. If you haven’t already considered it, enrolling in an online course provides you with the incredible opportunity to take a step back and analyze your business from an educational perspective. By doing so, one is able to stay up-to-date on the latest advances in technology and efficient business strategies.

The best part about online courses is that they are convenient and relatively low-cost. Online business programs understand that many of their students are working business owners with limited resources and time. According to education-portal.com (link), online small business diploma programs can take as little as five months to one year to complete. If you are more interested in taking just a few courses rather than earning a diploma, you can just as easily do so. Business owners are able to partake in an educational experience without spending so much time that they might jeopardize their business. Online classes provide a sense of convenience, flexibility and assurance – perfect for the busy business owner!

These web sites offer several online programs for those interested in small business management and entrepreneurship:

EducationPortal

Online Business Degree

Also, you can check out your local colleges and universities for online course availability.

Facebook: A New Frontier

Topic: Business Management,How-to,Marketing,Small Business Marketing,Tech Tools,WorkingPoint News | Comments Off

Posted on July 24, 2012 by WorkingPoint Team

In today’s connected world, the Internet and social media are playing an increasingly important business-marketing role. Companies from sole props to megacorps are using all manner of sites to market and grow their business; Facebook in particular seems to be a highly popular tool in achieving many businesses’ marketing goals. It goes without saying that as a small business owner, you too should use taking full advantage of these social media marketing opportunities! (more…)

What Healthcare Reform Means for Your Small Business

Topic: Business Management,News,Politics | Comments Off

Posted on July 17, 2012 by Working Point Team

After much debate and uncertainty, the Affordable Care Act was finally upheld. The Supreme Courts decision means that millions of uninsured americans will now qualify for government-subsidized care. This is great news for many, but what are the ramifications for your small business? The Wall Street Journal does an excellent job of outlining how the decision will affect your business.  (more…)

--- WorkingPoint is your small business online resource for all things related to Accounting, Invoicing and Financial Management. To learn more please read our FAQs or Contact Us.

NEW FEATURE – User Permissions

Topic: WorkingPoint News | Comments Off

Posted on July 17, 2012 by Working Point Team

Hello Everyone,

 

We are really excited to announce the release of a hotly requested feature, User Permissions. You can now assign roles to individuals within (or outside) your organization that will further limit user access based upon your needs. There are five  new roles we have added in addition to the existing Admin and User roles: roles: Sales, Purchasing, Marketing, Accounting and Accountant. Here are some ways you might consider using a few of the new roles:

 

  • Accountant – This is a great role to assign your accountant or CPA. This role will give them access to financial and tax reports and allow them to enter in adjusting journal entries using General Journal for end of period and closing adjustments. They will also have access to the Accounts List to review transactions so they can make helpful categorizing direction and give them the ability to create new accounts that will help you track your business activity in the most useful way.
  • Accounting – You might be wondering how this role is different from the Accountant role. While the Accountant role is great for your financial advisor, the Accounting role user has access to all of the accounting feature and it is great for the member of your team that actually records your day-to-day business accounting activity, including invoices, bills, purchase orders, items and contacts for entering new vendors if needed. They have access to the accounts and financial and tax reports so they can run reports for you on a regular basis and even enter accountant-provided journal entries. This user can do most things but not they cannot edit system settings  or view sales or marketing related reports or widgets.
  • Marketing – You might consider assigning this role to marketing team members so they can more easily target products to promote – using the Top Sellers widgets and Items Sales report – and customers you want to market to – using the Top customers report. Once products and customers have been identified, they can export the Contacts List so you can import into your direct email marketing provider – like our partner Vertical Response!
  • Purchasing – If you have staff that purchase inventory for your company; who track costs and inventory levels and create and send purchase orders to your vendors, this role allows them to easily access items, purchase orders, contacts and bills and item reports so they can see what is selling which in turn allows them to know what to have on hand so they can place an order with an existing vendor or create a new vendor to buy from, and check to see if there are any unpaid bills for the vendor before placing an order.

 

 

You can continue to utilize only the Admin and User roles, but by assigning users access to your account based on their role, you empower them to do their jobs while limiting access to your important business and financial information that they may not need to see.

 

Thanks and as always we LOVE feedback so feel free to drop us a line.

-The WorkingPoint Team

 

 

--- WorkingPoint is your small business online resource for all things related to Accounting, Invoicing and Financial Management. To learn more please read our FAQs or Contact Us.