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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 Profile —Your user profile 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 in the Your User Profile 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 to customize the way WorkingPoint works for your business, including setting the month your fiscal year begins. 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. 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
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.
