Financials
255 results found
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Ability to add custom fields to invoices
It would be great to be able to add custom fields that can auto populate check numbers to the invoices to show applied payments.
2 votes -
Deposit due date without remaining due date on invoices
We are a contracting company and require a downpayment for our large projects. We like the split payment feature, but we do a lot of projects months in the future so putting a final due date on the invoice isn't realistic and we don't want the invoice to show overdue. We would like a way to split the payment with a required date for downpayment but an open date for the remaining balance.
8 votes -
Ability to select additional recipients for payment receipts
Have the ability to select additional recipients to receive the payments receipt when collecting a payment through Global Payments integration. Currently only the sales rep and primary contact get the receipt.
4 votes -
Be able to toggle off profit, margin and total on mobile app
Be able to remove the profit, margin and total area on an estimate on mobile app.
2 votes -
Send Invoices with additional attachments
Ability to attach other documents to invoices sent from the financials tab. This way the invoice will show as sent, and can include a contract document, or other documents as needed.
2 votes -
custom statuses for invoices
Ability to set custom statuses for invoices
2 votes -
Section total at the bottom of the section
Currently when we put a new section on the estimate it shows the total for that section at the top. I would like the option to show the section total at the bottom of the section.
8 votes -
Over-payment on financials tab
Under the financials tab, show any overpayments on accounts. We often have contacts paying through the QuickBooks link by ACH from their insurance and, for example, if the bill is $20,000 and the insurance pays $21,000, then there is a $1,000 overpayment. We need to be able to see anyone who has overpaid so we can get them that money back.
6 votes -
Allow Subcontractor and/or Other Costs in Estimates SEPARATE from Labor and Material Cost
There needs to be a way to enter subcontractor cost, totally separate from labor and material, to line items in a bid/estimate. If I include subcontractor costs as labor or material in my estimates, it throws off the budget numbers. This is a very basic function of bidding and estimating.
3 votes -
3 votes
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Markup Slider on Invoices
Have the markup slider on invoices.
2 votes -
Separate Products from Service, add variations with same unit of measure
Be able to separate products from services to be able to select services from products. Also, have the ability to create a variation under existing product to specify different measurements for the same unit of measure. We have posts that are different lengths in feet.
6 votes -
Custom Status for Financial Documents (Estimates, Work Orders, etc)
Would really like to have the ability to create custom statuses (maybe even rename some existing) for Estimates. Lots of different use cases I'll list a few more critical for our operations.
- The ability to have an "on hold" or "future re-bid" type status for an estimate that needs to be followed-up on in the future.
- The ability to have an "options" or "not selected" type status for when we present multiple bids (good, better, best) or multiple phases (broken into individual estimates) to a customer and they select one, but we don't want to mark the others as denied…
4 votes -
Save an estimate in edit mode.
Ability to save estimate without having to leave the edit mode.
3 votes -
Change Work Order Default Email Template
When emailing a work order directly from within the work order there is a "default" email or you can select a previously created email template. Would like to choose what that default email template is.
3 votes -
Disable payments per invoice
I would like to turn off the Global Payments option on an individual invoice instead of having to turn it off in settings for the whole account
2 votes -
Customize background color for Header/footer in templates
I would like to be able to change the background color for the header and footer in templates
3 votes -
Section Totals showing internally
We are struggling with some of the features and how it is presenting totals. For example, we have an estimate that has roofing and siding, we can get grand totals of the sections, and grand total of the estimate with labor and material split out, but we are not able to get a quick sum of cost by section, essentially wanting a quick look at what is the material + labor cost for the roofing versus the siding.
3 votes -
Be able to have a color in section titles in estimates
It would make the estimate easier to read if we could color in the sections rather than just a gray color and would help just make them stand out to indicate its a section.
3 votes -
Color selection for line items on Material Orders
Add a color selection drop down menu to Material Order line items. We order from ABC Supply and need to be able to select the color without having to create a separate Product & Service for each color variation.
2 votes
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