Integrations
8 results found
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Add:: (copy) feature
Add:: (copy) feature next to names and addresses on contact profiles. In order to ensure correct data entry into orders and communications, we copy and paste info directly from the job nimbus platform. Sometimes it is difficult to highlight the info needed. By adding a copy feature, it would help out a lot! Thank you.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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The ability to not have the QB sync push the cost as the price.
The ability to not have the QB sync push the cost as the price.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Allow Admins To Make Classes Required
Please allow admins to make the "class" field required. Our bookkeepers have to do a lot of backend work when our field reps fail to input this field. Being able to simply make this required would be a huge help!
Really, I would like the option to make any of the built-in fields required.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Integration with Freshbooks
Ability to integrate/sync JN with Freshbooks for bookkeeping
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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QuickBooks Markup
It would be nice if QuickBooks markup rate percent would sync as markup in JobNimbus since JN estimates does support markup.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Sync Job # to company name in QBO
The ability to map fields different with the QuickBooks Online sync.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Job Account Address to Sync to QB Ship To Address - so Sales Tax reports will be accurately
Job Address should sync with QB Ship To Address so Sales Tax will report accurately. Currently we have to manually update the the addresses in QB (on every friggin job account in WA state) so the Parent name and address shows in the Bill To field and the Job Name and Address will show in the Ship To field - which is where QB pulls the tax rate from.
4 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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1 vote
Syncing new taxes from JN to QB would cause tax tracking issues in QB, therefore its best we avoid making this update. Thanks for the suggestion!
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