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Financials

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15 results found

  1. Customize work order template

    ability to customize the layout and design of work order templates

    3 votes

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    0 comments  ·  Templates  ·  Admin →
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  2. HTML Button Links

    It would be nice to be able to have "clickable buttons" that you can code in the HTML part of templates.

    2 votes

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  3. Customize background color for Header/footer in templates

    I would like to be able to change the background color for the header and footer in templates

    3 votes

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  4. Allow Special Instructions section to be removed from Estimate templates

    Would like to eliminate sections from my Templates in order to avoid blank pages in my Estimates when the Special Instructions field is empty

    6 votes

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  5. Add an option to create custom design templates for financial documents such as Material Orders, etc.

    Add an option to create custom design templates for things like Material Orders, etc.

    4 votes

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    1 comment  ·  Templates  ·  Admin →
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  6. More customizable Templates

    I would like to be able to build a static template for our site visits that would populate from JN. I would like to be able to format it similar to the estimate form (with the different text boxes), but I can't manipulate all those areas and when I try to build a 'Document Template, there is no way to create those text boxes like the ones in the estimate template. it's frustrating because it's a simple word feature under the Developer tab, but I have to pay some other app to be able to do it here in JN.…

    16 votes

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  7. Page Breaks for template

    The ability to insert a page break into a template. We have several templates that require a break. My boss is extremely frustrated.

    22 votes

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    6 comments  ·  Templates  ·  Admin →
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    Which templates are you wanting to add a page break to?

    On certain forms, like an estimate, it seems like the page breaks would need to be conditional based on the number of line items, which would be quite tricky.

    Thanks,
    Aaron

  8. the ability to copy existing saved estimate and work order templates.

    Creating a new template is pretty easy. That said, we have created some fairly complex templates and would like to build new templates off those that have been saved rather than starting from scratch. Basically, we need a 'save as' option when we edit an existing saved template.

    8 votes

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  9. More control of editing estimate templates

    I am trying to edit an estimate template and would like to edit the name of it to reflect what I am using it for but can only edit items. Also, would be nice to be able to duplicate a template as I can use various template versions of exterior door install, include paint/stain, install trim or not, etc etc

    15 votes

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    2 comments  ·  Templates  ·  Admin →
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  10. 23 votes

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  11. Print preview when creating new templates

    When creating new templates the only way to make sure the document creator is properly set up you have to create an actual document and view it in PDF mode which is a bit cumbersome.

    A way to quickly print preview without having to recreate a document each time would be nice to save time when setting up new docs or modifying existing ones....

    18 votes

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    1 comment  ·  Templates  ·  Admin →
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  12. More Customizable Financial Templates

    For the estimates, I would like to be able to move our logo around and resize it as needed, to be able to edit the fonts of line items and not have to have a price for some line items. If a certain line item varies on the job like a permit, we would like to put -as incurred- since permits can vary or other line items as well that vary. Instead of showing 0 which would make the customer or company think they owe 0, as incurred would be much more feasible. Other options like a Microsoft Word style…

    35 votes

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    Viewed  ·  6 comments  ·  Templates  ·  Admin →
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  13. Save payment terms on invoice templates

    I would like to see that when I am personalizing my invoice template that I can save the terms. It appears to default to Net 15. We run on Net 30. If missed it can make a huge difference in the collections process.

    37 votes

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    4 comments  ·  Templates  ·  Admin →
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  14. More User-Friendly Template Formatting

    The templates really need to be easier to format in certain sections. Under the special instructions, it is really time consuming right now and should be much easier to use.

    It would be great if it was much easier to use.

    31 votes

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    4 comments  ·  Templates  ·  Admin →
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  15. Add Cost, Price, Totals to Work and Material Order Tools

    Create a new checkbox for the top administrative portion when creating Work Order and Material Order templates. This would be "Cost" (what the manufacturer charges, per line item), and would be accompanied by a total Cost at the bottom, per quantity.

    19 votes

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