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Financials

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182 results found

  1. Customize estimate design templates

    Request to change the default color of blue on estimates to a different color, or to be able to customize the design.

    2 votes

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  2. Ability to reverse/undo a voided invoice

    Ability to reverse/undo a voided invoice so that it doesn't clear the quantity plus the amount fields.

    1 vote

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  3. Remove automatic highlight when clicking into estimate descriptions

    When editing an estimate, if a line item description is clicked into it highlights the whole description body. It would be great to get rid of this functionality... There have been a few times where estimate descriptions have accidentally been deleted. Yes, I understand that 'ctrl-z' is a thing.

    1 vote

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  4. 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

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  5. 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

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  6. custom statuses for invoices

    Ability to set custom statuses for invoices

    2 votes

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  7. 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

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  8. Change location for products in Smart Estimate templates

    Change location for products when editing a smart estimate template without having to delete all products

    1 vote

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  9. 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

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  10. Ability to set up a default in the "Additional Markup" field for all estimates.

    Ability to set up a default in the "Additional Markup" field for all estimates.

    1 vote

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  11. Custom Title for contacts viewing documents/financials

    Custom Title for contacts viewing documents or financials sent to them.

    1 vote

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  12. 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

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  13. Ability to create Smart Estimates through Forms

    It would be useful to have the ability to create a Smart Estimate based on a filled out form to help field reps quickly write out the estimate based on the check list they perform.

    1 vote

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  14. 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

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  15. Ability to hide line item price and still show section totals.

    On estimates, it would be great to have the ability to hide the price of line items and still show section totals without revealing the price of the item. Currently you can remove the Show Amount Column in template settings but then it won't show section totals even when the check box for show section totals is turned on in the template.

    9 votes

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  16. Ability to lock estimate pricing

    Have the ability to lock certain estimates templates so that the prices cannot be changed. This would ensure salesmen do not have ability to change the price. Also, provide the ability to be able to assign estimates templates to certain reps.

    3 votes

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  17. Bulk Price List Uploading

    So, why doesn't JN have a place in settings to create and upload your price lists? We should be able to upload a bulk price list in settings and when you want to create an estimate in a job you can create templates there after you build an estimate, but your bulk price list would be in there already. Most programs have a bulk upload feature to build the price list with all your items first.

    Right now I would have to individually upload 400 items then when the price changes on all those items each month (like it has…

    2 votes

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  18. Estimate Status change from draft to sent; then sent to approved automatically.

    The system will not automatically change to sent if you request a signer, and it will not automatically change to approved once the signature status is fully signed.

    8 votes

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  19. split terms for balance remaining

    Currently, if you apply an payment to an invoice, and then try to set split terms for the remaining balance, it will not save the splits as you enter them. It will revert to its own percentages. This appears to be intended function since split terms were not set upfront. It would be nice to be able to split the remaining balance on invoices.

    1 vote

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  20. Archive Estimates

    The ability to archive estimates, so that only the approved/sent or in progress estimates are shown under the financials tab.

    1 vote

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