Financials
413 results found
-
Add digits after decimal on price.
Needs the digits on pricing to be more than just the two digits after the decimal point for insurance purposes.
4 votes -
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 vote -
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 vote -
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 vote -
3 votes
-
Negative Payments
the ability to record negative payments for when something during a job goes wrong (for example) and a portion of the amount paid by the customer is refunded to them. A credit memo does not work, as it does not update the amount originally paid by the customer, per the total on the "payments" tab.
7 votes -
Built-In Measurement tool
Would like to continue doing measurement reports manually. The system were coming from had a measurement tool included.
Would like a built in measuring tool within JobNimbus. Would also like a way to DIY measurement reports.
1 vote -
Hide the total section of an estimate.
The ability to hide the total section of an estimate.
1 vote -
Adding an an additional template box to an estimate or document
customer note section to be larger or add another template box to include contract veribage directly on an estimate or document or
Adding another template note box to include contract verbiage on a document or estimate4 votes -
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 vote -
Checkbox for Completing Work Orders
It would be very helpful to have a quick way to mark Work Orders completed, instead of "3 dots, Change Status, darn my mouse went too far...start over. 3 dots, darn...start over... 3 dots, gonna get it this time, Change Status, Completed. Wait until it processes. Move to the next one..."
If we could check a box, like Tasks, that would be great. Yes, I know, Tasks are simpler and Work Orders are more complicated, but in the settings when we go through the Workflow options, we could just have an option for which status the check box corresponds to.…
5 votes -
Grouped line items in sections (for totals) and ability to duplicate/delete sections
Ability for line items to be grouped by sections, those sections have cost totals per section (have option to display section totals or line totals on templates), and the ability to have those sections duplicated/deleted for more efficient estimate/invoice building.
8 votes -
Assign a custom Material Order #
Having the ability to change the Material Order # to a custom assigned number would be great for us and our supplier.
We use a PO number assigned to the job and ABC Supply uses that PO to reference the materials. It gets confusing for them though, since the material order JobNimbus sets is a different number than our PO number so mistakes are made and the wrong POs are assigned to the jobs.
2 votes -
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 vote -
2 votes
Hello!
This functionality should be out in the next 2 weeks. We recently added invoice automations and are expanding them to include some additional conditions and actions.
Thank you,
Keys
-
Show sum calculations of all invoices on the financials tab
Allow the invoice section on the financials tab to be customized so that sum calculations can be added to the total, paid, and due columns
3 votes -
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 vote -
Customer information not to be Italicized on financial documents
Would like to have the option for the customer information on financial documents not to be italicized
1 vote -
Autosave Estimates
There should be an autosave option while creating the estimates. I'm not sure how this isn't a thing already, but think it would be very beneficial to the sales reps. We have had times they were working on an estimate, we lose internet or job nimbus goes down and it completely wipes the entire estimate they were doing and they have to start over again. Just something to take into consideration, more comforting and less time consuming. I believe an autosave just like Microsoft Word/Excel etc. have every 10 minutes is a great addition to job nimbus and should be…
5 votes -
1 vote
- Don't see your idea?