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Posted in: Forums > Suggest a Feature

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Votes
2
Tags: Invoices/Billing, General, Dashboard, Quotes & Estimates

Proposal creation, invoice tracking analytics, recurring expenses

Fri, 4 May '12 @ 6:01 AM
It would be great to add in proposal creation....check out this sample: http://www.bidsketch.com. If I could do this in Worketc I would be in heaven and you would add tons more value to your offering.

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Worketc says they replace freshbooks, but its seriously lacking in that department. Please add invoice tracking analytics so I can see if client has viewed the invoices and estimates and on what date.

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Also, please add recurring expenses. I have client expenses and business expenses that happen every month and manually entering them sucks big time. I know your not an accounting program but I only had to use fresbooks for all my accounting purposes as I'm a tiny company. There is no need for Quickbooks as freshbooks did it all for me. Now that I don't have freshbooks, I'm still able to get the reports I need for accountant in PDF, but the recurring expense issue is killing me and wasting my time. Show me expenses and billing invoices in one place so I can see right away how I'm doing and what kind of money I can expect to come in and when. In a nice layout please, the data tables are getting kinda old and boring.