Financials
523 results found
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Include Tax from Supplier on Estimate Total
When preparing an estimate, there should be an option to calculate the tax that will be paid to the supplier along with the material order. This ensures that the material cost in the estimate reflects the actual total cost, including tax, rather than just the pre-taxed subtotal of the materials needed. Since this doesn't currently build in the tax we will pay to our supplier, the tax that ultimately is charged on the material list cuts into our profit margin since it wasn't accounted for in the estimate.
6 votes -
Automatically update customer info on documents
When a job/contact info is changed, like the customers name or address, can this automatically update on the estimate/invoice?
3 votes -
View Cost for Items in Column on NSE like you can in Legacy Estimates
On Legacy we can easily see the item cost on each line as we build the estimate, it's critical that this view is implemented to the New Sales Experience Estimates before Legacy Estimates are retired.
3 votes -
1 vote
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Send Sales Reps a Copy of the Estimate
Allow the ability to send the assigned sales rep a copy of the estimate if they are not the ones to send it out for signing.
1 vote -
Delete pages on NSE layouts
Allow the ability to have default pages be deleted, not just "excluded pages".
1 vote -
Send Estimates for Signature Through Text
For those using the text feature, it would be nice to be able to send the prepared NSE docs for signature through text message
4 votes -
Sales Tax by Line Item
I need to be able to tax certain lines and not others on an estimate. In our state, replacements are not taxed but repairs are. So if I have a roof repair and 1 window being replaced, right now I have to either give the customer 2 separate estimates or charge tax on non-taxable work. In QB we can choose whether or not to tax individual lines, so the same feature in JN would be a big help.
1 vote -
I would like to convert the Work Order into a bill that Syncs to QBO, As of right now, its a lot of double entry that should b
I would like to convert the Work Order and or Material Order into a bill that Syncs to QBO, As of right now, its a lot of double entry that should be an easy fix
1 vote -
Save Estimates to Documents Tab
When I order an eagle view through job nimbus there is an extra step that requires me to apply the eagle view once the order is fulfilled. This also happens when I create an estimate it will sit in the estimate section of the job but not be applied to the documents. Be very nice if both of these items were automatically put into the document section so they can be attached to an independent email created.
5 votes -
Add Photos to New Material Order Tool
On legacy material orders, we could add photos to the order for our supplier. This was especially helpful when we needed to order something unique, like a skylight.
3 votes -
4 votes
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1 vote
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Commissions Paid amount doesn't change if expense is added
We pay half of the commission when our salesman books a job, during the job if expenses come up that were not planned for, if we change the budget the commissions marked paid should not change. That is why we should have the ability to pay off of the ACTUAL GP on the job, not PLANNED.
1 vote -
Automate changing an invoice status
I am using an email automation to send an invoice link to our clients when an invoice is created. However, this does not update the invoice status to "sent". I would like the invoice status to update when an invoice link is sent to the client through automation.
1 vote -
Option to remove sales rep's email and phone from cover page
We do not want our clients to email or call our sales rep, but to have the office number and email only on the front page. Currently there is not a way to remove this information from the cover page.
1 vote -
Add multiple contacts to invoice to show all responsible parties
I can add multiple folks to sign the contract/estimate but can then only have one of those folks on the invoice. I know i can email an attachment of the invoice to more than one person, but I'd love to have all responsible parties included on the invoice as well!
2 votes -
Credit Memos Count for Actual Revenue in Profit Tracker
Credit memos should be taken into account in profit tracker for actual revenue. Right now if there is ever a credit memo the profit tracker is wrong.
1 vote -
Invoice Defaults to 1 QTY
New invoice creation needs to default quantity to (1) instead of 0
1 vote -
Change PO/job number position
Our supplier keeps giving us invoices with the wrongPO/Job # on them. We realized they are using the material order number (red highlight) instead of the PO or job # (yellow highlight).
Suggest making the PO/Job # more prominent and near the material order for clarity and make it easier to differentiate between the two numbers.
1 vote
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