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If you have never set up a new accounting system, you can invite your financial advisor, like your bookkeeper or accountant, to help you if you need it. To give them access to your account, set them up as users and send them their login information. |
After you sign up for a WorkingPoint account, you set up your account settings, such as your company information, who can access and administer your account, and default preferences, including the start of your fiscal year, invoice preferences, and the accounts to use as default accounts.
In Settings, if you are the administrator of the account you can:
Update
your User Settings
Your user settings includes the details about you as a WorkingPoint
user. This is how we will contact
you and how you will log into the system. More
Manage
your users
Click Manage
All Users above and to the right
of Your Settings section. Here you can add users, edit existing users,
change usernames and passwords, and delete users. More
Manage
your company information
This is the information that will be included on invoices and
other documents that contain details about your company. Here you can
add your company name and address information, enter company contact information,
like your email address and phone number, and upload your company logo.
More
Set
preferences
Customize the way WorkingPoint works for your business, including setting
the month your fiscal year begins and the currency symbol for your country.
More
Set
invoice defaults
This information will appear on each new invoice you create, but you
can change it on each invoice. Here you can select a payment term from
the drop-down: WorkingPoint automatically calculates the due date on an
invoice based on the invoice date and the terms. You can also enter standard
Terms & Conditions, and a standard email message to be sent to the
recipient of an emailed invoice and choose whether to show or hide the
WorkingPoint branding on Premium accounts. More
Configure
your PayPal payments settings*
With PayPal Payments, you can give your customers the option of paying
you using PayPal by setting up options to include a link or button on
emails or invoices and bring in those payment transactions to WorkingPoint
automatically. More
Set
your default accounts
These accounts are required to run WorkingPoint, but you can choose
what account you want to capture the data in. For example, when you enter
shipping charges on an invoice in the field provided by WorkingPoint,
the shipping revenue will be recorded in the account you select here.
You can use the default Revenue:Freight account or any other account,
but be sure you have selected it here to keep your books in balance. More
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If you have never set up a new accounting system, you can invite your financial advisor, like your bookkeeper or accountant, to help you if you need it. To give them access to your account, set them up as users and send them their login information. |
If you are not an administrator of the account, you can:
Update
your user profile
Your user profile includes the details about you as a WorkingPoint
user. You use this information to log into your WorkingPoint account and
we use this information to contact you. Here you can edit your login details
and set your time zone. More
*Access to this feature may depend on your account plan. Log into your WorkingPoint account and click "Account" (in the upper right hand corner), then "Change account plan" to view your plan details.
Your Getting Started Next Step:
Create & share your Company Profile
Join the WorkingPoint community and get connected with other WorkingPoint users and the rest of the online world (if you so decide) by creating and sharing your company profile online.
