We pay sales commissions as the customer pays progress payments. Is there a way to track commission based on customer payments?

Would like to have multiple budget templates available. This should be an easy thing to code and will allow us to have different people on different compensation models.

Job Costing between QBO & JN.

Whenever anything is created inside Financials, it automatically is included on the budget. Ex.: I create a material order and it's total and number automatically is added as a line in a budget, or have an option to do include it without having to manually enter all of the information.

Budgets are a great tool, but would be much better with the simple ability to export it like a report.

I really wish there was a section where I could print off a commission sheet for salesman. Right now I am building one in the budget form for them and then printing it. There is not a print button in this section and it makes it very difficult. We would also like the option of net profit.

there is no link between material order amounts and the rest of the crm.

There needs to be the ability to pull a report with the actual numbers, sync those to QB, or at least push them to create a budget. You are forcing double entry because I cannot find any way to push the data - even internally - to be useful. As a result, we still have to cost everything out of quickbooks. I could get a contact sync to quickbooks anywhere - this is really disappointing.

Please add an option of "Mark Approved" on the budget commission this way We can have a report filter that will show us what job commissions are to be paid instead of just a list of all unpaid commissions

I would love to be able to make Budget templates that are unique to my individual offices.

have a click box next to the total amount in the material order to set it as a line item in the budget.

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

It would be nice if a sales rep can enter a budget and commission request, then request approval. Management would need to pull a budget report with a filter for "unpaid commissions" to fix this.

Build a purchase order system that links to quickbooks and builds off of the way quickbooks does it. Be able to convert to budgets.

Once all said and done, It would be nice to get a profit calculated for the Job. The 'Budget" has some nice features that could accomplish some of these things but would need to expanded. Some of the things to include
1) Material cost
2) Labor Cost (per employee) Cost vary
3) a)Original price Line for projject
b) Added/Subtracted Change orders as line items
c) Total Job Price
4) More choices, teirs to calculate the commission
5) Able to print out as well as save per job

Add material & labor lines to budgets for better job costing.

Running Commissions in Budget would be easier if we had the option to split commission by net profit

I use the budget tab to calculate P&L for each contact and divide out commissions.
I often advance portions of commissions to sales reps.
It would be great if I could add a negative - number as commission in the budget.

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.

It'd be great if we had additional columns in the Budget feature that enabled entry of an estimated cost and an Actual cost, alongside the existing Budget cost. Allowing the estimated and actual costs to be entered creates a full-fledged Job Cost ability, versus just a budget amount.