Financials
70 results found
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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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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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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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