Financials
70 results found
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Ability to remove the need to approve estimates
It would be nice if would could choose whether or not estimates need to be changed to approved after coming in to JobNimbus.
1 voteMerged with other ideas, fixed, or declined.
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Custom Invoice
In a custom invoice report: It would be helpful to have an option that shows the number of days between the invoice created and paid.
1 voteMerged with other ideas, fixed, or declined.
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Add/ Change an Invoice status name
Would like to be able to change the preset invoices status. I would like it to say PAID instead of closed or even be able to add it as a status.
5 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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Show section totals while filling out estimate
Right now you can't see section total while filling out the estimate, you can only see it after saving.
3 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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Rename Surcharge on Invoices
When using Global Payments and passing the fee on to the customer it automatically calls it a surcharge. It would be nice to be able to rename that category in case we would like to call it something different. In Texas you're not allowed to charge customers the credit card payment fee, so we usually call it something different.
1 voteMerged with other ideas, fixed, or declined.
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Line items only on custom document templates
When loading an estimate into a custom document, the ability to only show line items instead of all the extra information on the estimate template.
1 voteMerged with other ideas, fixed, or declined.
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Make Markups Visible on the customer side of an estimate
I would like to have the option to display the markups on an estimate. So I can view the markup info when I download the .PDF version.
1 voteMerged with other ideas, fixed, or declined.
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Estimate Section Title Feedback
In logos estimates logo uses the "section title" with a lot of verbiage. The verbiage use to go across the page. Now with the new section description when logo goes to view his past estimates the section title verbiage is off to the left hand side and is clumped together. It no longer goes across the page.
Currently the way to fix this issue is to recreate all his estimate templates to include the new "show section description". He would like to be able to edit his current estimate template, to allow the "show section description".
3 votesMerged with other ideas, fixed, or declined.
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Have the Item/Section name section expand when creating financial docs
When creating an estimate, it would be great to have a way to expand the section item name size? Much like you are able to expand the description section to be able to view more than one line.
1 voteMerged with other ideas, fixed, or declined.
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Batch Printing
Be able to have the option to print off invoices in batches. Logo currently has to go into each contact and print of each individual invoice.
1 voteMerged with other ideas, fixed, or declined.
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Create a running total in an Invoice
Create a "running total" on an invoice
1 voteWasn’t able to verify exactly the need here. I believe it is around Job Costing, which we have another idea for.
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1 vote
Merged with other ideas, fixed, or declined.
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1 vote
Merged with other ideas, fixed, or declined.
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Show monthly cost in estimates when financing
Show estimated monthly payments in the estimates template when offering financing.
1 voteMerged with other ideas, fixed, or declined.
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Estimate Edit & View Screens
On estimate edit screen: Add cost total and margin columns to each line item.
On estimate view screen: Show job cost, markup, profit, total price & total margin (in other words, have the view screen include what the edit screen has)
1 voteMerged with other ideas, fixed, or declined.
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Attach Estimates to Invoices like on Documents.
The ability to attach an estimate to an invoice, just like you can to a document.
1 voteMerged with other ideas, fixed, or declined.
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Ability to change stamp on invoices
Sometimes the "PAID" stamp on an invoice is not applicable, like when there are progress payments or if an invoice is cancelled. It would be nice to be able to toggle the stamp on or off on an invoice, or even have the ability to change it to another stamp. "DRAFT", "CURRENT", "CANCELLED", etc.
2 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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Click and drag financial line items
Being able to click and drag financial line items
2 votesMerged with other ideas, fixed, or declined.
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Edit Column Names on Financials
It would be beneficial to have the option to edit the names of the columns on financial documents. We use hours instead of quantity & it'd be great to have the ability to change this.
2 votesMerged with other ideas, fixed, or declined.
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Add option for SREC Collateral amount on estimates & invices
We need to be able to add an amount for SREC Collateral to an estimate total without it being part of the subtotal. This is similar to how to tax works except that it needs to be a input as a dollar amount that is determined by a formula, rather than a percentage.
1 voteMerged with other ideas, fixed, or declined.
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