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Financials

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182 results found

  1. Email template field for remaining amount due on invoice

    To have a email template field that would show the amount remaining due on the invoice.

    4 votes

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  2. Invoice Term: "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date

    We register a deposit from the customer, the customer wants a receipt, there is no way to email a payment confirmation right? We have to email an Invoice, correct? Well the Invoice only allows for a specific date as the due date, or "Due Upon Receipt (of the Invoice)". We don't know when the actual install is going to happen, so we need "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date.

    12 votes

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  3. the ability to modify column size on estimate and invoice templates

    Currently, lots of space is wasted on estimate forms because you cannot modify the item column. It takes up too much space; making an otherwise one page estimate into a two page estimate. I don't like it.

    6 votes

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  4. Custom Estimate Fields

    You have custom work order fields and custom invoice fields but not custom estimate fields. It would be great to have them available on the estimate and then be able to have the option to carry that info to the work order and then to the invoice. There are things that you need to capture on an estimate and be able make them mandatory. It isn't practical to use the custom contact or custom job fields to enter the info because the info may not be known at the time of entering the contact and job info. In the gutter…

    9 votes

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  5. Hide the "Item" Column on Estimate Templates

    I'd like the ability to not have the item name visible on an estimate sent to the customer.

    2 votes

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  6. Deposits/Installments Based on Percentage

    When you create an invoice and accept a payment from the customer, you currently need to put in a dollar amount.

    It would be nice to have an option to use a percentage of the total for the deposit/installment.

    3 votes

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  7. Ability to combine several templates on to one estimate.

    Ability to combine several templates on to one estimate.

    5 votes

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  8. Quicker Estimates Tax Selecting

    An easier or quicker way to enter/select the tax city/amount? On a large quote, you have to click the drop down, then scroll down and select the city. possibly allow it to automatically populate with the same as all others and if you don't want a tax amount, allow just a section option within each estimate. Just possible suggestions.

    5 votes

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  9. budget price automated from invoice total

    have a click box next to the total amount in the invoice to set it as the budget price.

    4 votes

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  10. Easier way to add line items between other line items

    Have you tried dragging and dropping a new item near the top of the page on a large 30 line or more estimate? It's tedious, and amazingly time consuming, especially since the browser doesn't auto scroll up and follow the dragged item with the cursor. When moving an item above the fold you have to drag it, then drop it, then scroll up, then drag it then drop it, then scroll up. It's like carrying a 100 lb gorilla that is too heavy to carry. So you have to keep setting him down take a breather then carry him again…

    15 votes

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    Sorry you’ve had difficulties with this! We already have ideas formulating for improving this experience. We’ll do what we can to release those ideas when they’re ready!

  11. Deposit Required Line for Estimates

    Is there a way to add a Deposit Value on quotes.

    So the sums total would look like this.

    Quote Price $10,000.00
    TAX $500.00
    Sub Total $10,500.00
    Deposit Required $5,000.00
    Balance Due on Completion $5,500.00

    22 votes

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    There isn’t a way to require a deposit at this time on the estimate, but you can add it as a line item and that will help in the meantime until we have more native support of this feature.

    We’ll keep you posted!

  12. Totals for Labor & Material Cost shown when editing

    The new labor and material split integration is great. However, not showing the total labor and total material at the bottom of the estimate (for us, not the customer) makes it very difficult to find what the totals are. We would have to add up each line item (sometimes 40 line items) to find the total labor cost and total material cost for each estimate. This makes tracking efficiency of estimates very hard when comparing estimate to actual.

    11 votes

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  13. Automatic Recurring Invoicing

    The ability to invoice clients automatically on a set date once a month. That way your company can have a steady cash flow, and so can your employees.

    5 votes

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  14. Warning When Attempting to Edit, Attach to Contacts/Jobs that are Archived

    Have a pop up on Paid and Closed clients when someone attempts to add an attachment?
    We are running into an issue with invoices added to the job after it is closed - which we can adjust - but the person needs to be informed it is Paid and Closed so they can contact the office.

    The pop-up could say, "Paid and Closed Client. Do you wish to proceed?"

    20 votes

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  15. Estimate Options (e.g. Good, Better, Best)

    On the estimate be able to have options. So that the options do not all total together at the bottom. Right now it gives an unaccurate total amount.

    99 votes

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  16. Percentage finance charge

    We would like to be able to assess a finance charge on a past due invoice at a certain percentage rate that could change... At this time, it has to be manually calculated.

    11 votes

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  17. Move Invoice and Estimate to different Contact

    When there is an error with linking an invoice/estimate/etc to a wrong account, I am unable to find an option to change the "contact" to the correct one when I open up the document. Please make the "contact" field editable like other fields are in JN.

    34 votes

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  18. Auto Save For Estimates, Documents, Templates, etc.

    Twice today !!! I lost my whole estimate because I have a stupid laptop!! I would love it if the estimates i was creating would auto-save every few minutes!! PLEASE!!! I have lost more than an hour of work today!! :(

    60 votes

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    We definitely understand the urgency here and apologize for the lost work and time. We’re looking into this, though we aren’t able to provide an estimate of when this would be available. We’ll keep you posted.

  19. Page Numbers on Estimate

    When creating an estimate and it is longer than one page it would be great to have the pages numbered.

    24 votes

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  20. Change Orders

    If Change Orders were available (especially if they automatically updated the budget) that would be awesome! Also, if an option for attachments allowed "folders" of some sort, that would be helpful. We use attachments a lot and it gets messy with prints, photos, docs, etc all being in one place.

    35 votes

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    We want to officially support Change Orders soon, but in the meantime most JobNimbus customers are using Work Orders to manage this work.

    As for folders, you can vote for that specific feature here: http://jobnimbus.uservoice.com/forums/136212-general/suggestions/6066331-folders-for-attachments

    Alternatively, you can use File Types to act as “folders” for your attachments. You can manage your file types by going to Settings > File Types and setting different ones, essentially what would be “Folders”, and then you can use those “folder” names (or file types) to filter your Attachments list based on those “folders”. It actually works pretty well if you have it set up right.

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