BLOG. SMART PRACTICAL BUSINESS ADVICE

New Sales History, Authorize.Net integration and Reporting

We’ve been incredibly lucky the last few months to have received a ton of great feedback from many of our customers.

Much has improved since WORK[etc] soft-launched a few months ago so I thought I’d post a little news.

Simple Sales History Management

You can now review every billable Entry (now remember, an Entry is *anything* – a support case, project, product sale, timesheet or even a meeting) under a new Sales -> Purchase History screen.
Simply follow the Entry edit links which take you right to the detail page. Keeping with our “you can attach anything to anything” design mantra, you can append comments, tasks or whatever you like.

Authorize.Net integration

If you have an Authorize.Net merchant account, you can now let you customers pay you by credit card through your SSL secured WORK[etc] customer extranet (in addition to PayPal/Google Checkout.)

To set up your payment gateway settings, check out Settings -> Merchant Integration.

Reporting

This is something we’ve purposefully left for last. We wanted to hear from our end users exactly which report data would be most meaningful. A new reporting credential is now in place and a couple of preview reports are already available. We will be continually adding more reports as the requests come through, so please keep them coming!

See all

Featured Posts

Managing the Messes and Insanity of IT Support

Randy Bryan isn’t your typical IT person. Sure, he’s a tech-head through and through, but the journey he took to become who he is now—the big boss at San Marcos, Texas-based IT firm tekRESCUE—isn’t as straightforward as the average IT guy’s. “I’ve always been a tech person for as long as I can remember,” he […]

Writing Emails That Get You Paid on Time

There are two things every small business owner wants: Provide great products and services to their customers. Get paid on time. You can do both with WORKetc. We’ve even covered how to design an invoice that helps you do the latter, and today we’re going over a few of those tips again. Not in the […]

Running Four Brands on One Business Management App? Here’s How

Entrepreneur, consultant, speaker, podcast host—Donna Grindle wears many hats in her day to day life. Add to that the fact that she owns and runs multiple brands and you have one busy business owner. “I’m a serial entrepreneur,” she proudly proclaims. “I just can’t help myself.” She traces the origins of her entrepreneurial streak to […]

Where Your Gadgets Go To Die

The world is drowning in garbage, and we’re all starting to suffer because of it. One of the worst is electronic waste, or e-waste. Computers, phones—pretty much any kind of consumer electronics that end up in landfills can contain toxic chemicals that may leach into the soil and contaminate groundwater. Take an old cathode ray […]

Tried and Tested WORKetc Tips From Real Users Pt. 2

Like I promised last week, here’s the second part in our two-part series on the real, actionable WORKetc business management software tips and tricks that our creative and resourceful users have shared with us. Read on and let’s get this started! Quickly attach items to each other using their ID numbers (without hyphens) when searching […]

Tried and Tested WORKetc Tips From Real Users Pt. 1

I’m not bragging when I say that WORKetc has a lot of features. It’s just stating a fact. After all, would you expect any less from an all-in-one business management software that seamlessly merges CRM, projects, sales, billing, help desk, and more in one app? Another thing I’ve always harped on about is the level […]