Financials
182 results found
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Able to Add Total Labor and Total Materials as Invoice Report Column Option
Include the total labor cost and total material cost in an invoice report as a column option. When I run a weekly or monthly invoice report, I can see the total invoice price and the total costs as line items, but really need to see the total material and total labor breakdown also. It shows on the invoice -- just want to add it as a column option, exactly like Total, Total Cost, Total Paid, Balance, etc options
2 votes -
Be able to invoice from individual line items in an estimate.
Be able to invoice off of line items individually form an estimate.
1 vote -
Ability to edit split payment dates after the first payment is recorded.
We need to be able to edit the payment dates on an invoice with split payments after the first payment has been recorded. Right now, once a payment has been applied you can't edit the other payment dates.
11 votes -
Hide amounts or not to hide amounts, or items
I want to be able to hide or not hide items individually within a section.
i.e.
I am bidding to add lighting in a horse barn/arena. I don't want them getting lost in the involved items but I want them to see I am charging them for 14 fixtures and then I would also be able to have the direct attached image instead of adding an image attachment separately.
2 votes -
Section Descriptions
I would like to be able to add a section then have a place to describe the section if I wanted. Currently I add a line at the top of my estimates/Invoices and describe everything I am mentioning, but often that gets long.
"Section" (Hide line item amounts) (description, like a product) "This section is to add such and such"
1 vote -
More Cost Options
Would like option to add an Overhead line item to the estimate. Current Estimate Template has option for Material & Labor; would like to have a separate line for Overhead.
3 votes -
Formula section for Estimates
I think we need a section that allows us to be able to create simple formulas with the estimate lines. For example: My team uses Hover for a siding estimate. They enter the linear feet of trim that hover displays for "Outside Corners" and it is in a "James Hardie Template". The formula I would need to write is: Outside Corner Linear Feet * .05 (round up) / 12 (12' is the length of the trim for James Hardie)
Don’t get hung up on Hover. We don’t always need a hover, but having that capability to convert a line item…
2 votes -
Custom pricing
Would like to customize how pricing shows up on estimates and invoices. Ex: delete the cents on specific line items.
1 vote -
Set expiration date for estimates
We want to be able to set estimates to expire after a certain time frame.
20 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 -
SHOW UoM AND QTY BUT HIDE PRICE
Would like to be able to show unit of measurement and Qty of a line item but still be able to hide the price. Right now it is currently show all of that or none of it. Thank you.
2 votes -
Custom Totals in estimates
Currently entering in line items and prices it adds up a total on the lower right. At times, we may not want to add prices to line items and just input a custom grand total. It would be nice to not have to input prices in the line items, or sections totals, and just be able to type a grand total into the sub total and total at the bottom of the estimate.
15 votes -
Easier way to be notified which line items need updated in the estimate template
In estimate templates, notify what line items need to be updated from Beacon, currently the only notification you get its "Note: Supplier pricing for this estimate has changed since you last reviewed this order. If you save, your estimate costs will be updated."
Would like an easier way to know which line items need updated in the estimate template1 vote -
Add logos of credit card companies to Invoice templates
Ability to insert photos into invoice templates such as "Amex" or "Visa" so customers know we accept these types of credit card payments
3 votes -
Column for "Cost Total Per Line Item" on an Estimate.
We want to add a column, we would like to see a cost total per line item. This would resemble the price total per line item shown in the amount column. It might not even be something to toggle on or off, it's really just adding a new calculation to the row
1 vote -
Can you guy put a toolbar for estimate like you have for documents; or on documents can you make it so you can put a summary and discount
For an example:
I should have a tool bar when am creating an estimates and more better format when creating an estimate.
My estimate looks like an invoice rather an estimate. I can't edit my estimate like I can with documents, there also know way put a discount next to my price. Where is the summary or price location when creating documents.1 vote -
Page breaks on estimates or invoices
Right now if there are too many items or long item descriptions on an estimate or invoice then the page break cuts off some of the information and makes it difficult for contacts to read. We need that ability to insert page breaks to avoid this.
4 votes -
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 -
PDF's compatible with Blue Beam
Would like to be able to have all PDF's created from JobNimbus compatible with Blue Beam, which is what our customer uses to view all PDF files.
1 vote -
Change Order of Template Drop Down.
The ability to change the order of the template drop down menu when making an invoice.
1 vote
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