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Financials

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353 results found

  1. Ability to add our logo to all pages of an estimate

    We won't always use a cover page on our estimates, so being able to add our logo to different pages in an estimate would be amazing

    1 vote

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  2. Revolutionizing Payroll: The Future of Paystub Management in 2025

    The year 2025 marks a major shift for businesses striving to optimize their payroll processes. Automation and digital technologies are at the forefront, revolutionizing traditional paystub management into a streamlined, efficient, and error-free system. These advancements not only simplify payroll tasks but also enhance compliance and employee satisfaction. This article delves into the latest technological trends in paystub management, highlighting key benefits and strategies for businesses looking to modernize their payroll operations.

    The Evolution of Paystub Management

    Historically, managing paystubs was a cumbersome task, fraught with manual data entry errors, lengthy processing times, and challenges in data storage and retrieval.…

    2 votes

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    0 comments  ·  Work Orders  ·  Admin →
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  3. Quick select for Estimates

    On same menu bar as Home/ contacts/jobs etc, for estimates/quotes when a customer is requesting a price but there is no confirmation on a job yet and no need to create the file.

    1 vote

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  4. CC email feature for web version. As of now only the mobile version features Carbon Copying.

    Currently only the mobile version allows you to CC multiple email addresses to the email.
    Web version should allow you to carbon copy as well.

    4 votes

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    0 comments  ·  Templates  ·  Admin →
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  5. Show Revenue as Pre-Tax in Profit Tracker

    Revenue in profit tracker is showed with sales tax included. Revenue should show the pre-tax amount, or at least give us the option to remove the sales tax from revenue.

    2 votes

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  6. Approved estimates to invoices

    Once an estimate is approved and we convert it to an invoice don't show the sections that were hidden in the estimate. Whatever was showing in the estimate should show up the same on the invoice.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  7. Ability to add more than one person to the Proposal Email

    Right now we can only email one person. Even if we add another signer and their email address the email only makes it to one signer! We have multiple individuals who need to see the proposal and a way to send the proposal to more than one person.

    1 vote

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  8. Estimate Numbers to Show on Estimate

    We send multiple estimates to general contractors and estimate numbers are an easily identifiable way to track them rather than a long name.
    GIVE AN OPTION TO HAVE ESTIMATE NUMBERS VISIBLE ON THE ESTIMATE. We want to see the estimate number and so do our clients. Right now there is no estimate number anywhere on the estimate, not even in the email headline. We want the option to see the estimate number since that is how we identify which estimate is which

    1 vote

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  9. Update Estimate (NSE) Cover Page

    Add ability to update company info in the New Sales Experience. Changes to company phone number and email addresses do not sync to NSE.

    17 votes

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  10. 11 votes

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  11. No Email Necessary; for Approval on Estimates to convert to an Invoice

    If a customer does not have an email address and we manually "Approve" the estimate we do not need to make a "fake" email address for the customer, to mark it as signed and then, be able to convert to an invoice! If we mark it "Approved" and make note of how it was approved (in person, over the phone, signed sheet, etc.) and just be able to convert it to an invoice anyway, should be an option.

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  12. Option for Estimates to Sync with QBO upon creation AND be able to edit Estimate numbers MANUALLY

    Right now, when we create an estimate in JN it does not automatically sync to QuickBooks until it has been ‘approved’, or the status has been changed to ‘sent’. This is causing an issue because the estimate number is not recording in QuickBooks upon creation of the estimates. If an estimate is then created in QuickBooks either by mistake or for any other valid reason, the estimate numbers become duplicated. When this duplicate estimate number occurs, my JN estimate will no longer transfer to QB because there is a confliction of duplicate estimate numbers.

    To top it off, I cannot…

    1 vote

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  13. Mark up on Estimates

    Ability to use the mark up function on estimate similar to how set up on Sumo Quote in the New sales experience.

    1 vote

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  14. Collect Interest on Past-Due Invoices

    Wants an ability to enable interest charges on past due invoices

    4 votes

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    0 comments  ·  Invoices  ·  Admin →
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  15. Need an option on budget commissions for percent of net profit

    Need an option on budget commissions for percent of net profit as this will help paying sales reps with Company overhead taken out of equation not affecting gross profit margins

    14 votes

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  16. Allow Supplemental Items on NSE Estimates

    Allow Supplemental items to be listed in the estimate but have a feature to toggle the price of the line item on and off. That way they can be listed out on the estimate and then turned on and off based on what is approved from the insurance company. Currently I have to list them in my estimate but change the price individually to $0.00 until they approved and then I have to go change them back to the price when approved.

    2 votes

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  17. Automatically Create Invoice from Signed Estimate or Job Status Change

    I would like the ability to have an estimate automatically convert to an invoice once it has been fully signed or have an invoice created once the job changes status (example: to "Estimate Signed").

    5 votes

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  18. PayStubs Planet

    Generate professional paystubs with ease using our online paystub generator. Effortlessly create accurate documentation in minutes.

    https://paystubsplanet.com/

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  19. Get Payment Link Button

    Right now you can only generate this link to JobNimbus Payments if you have Job Nimbus Engage on the Invoice Window. Add a button to simply copy the payment link you are already generating in the Payment Request Template.

    This will enable anyone in collections departments to be able to:
    -Paste the link anywhere, including their own text message channels
    -Send the link outside of Job Nimbus Engage
    -Not force us to use this weird work around to extract us
    -Not force us to buy into Job Nimbus Engage to even be able to use the work around

    14 votes

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    4 comments  ·  Payments  ·  Admin →
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  20. Different waist factors for different items

    We like to have different waist factors for different products like shingles have 1 factor but flashings have another factor. It would be great to have the option to use different factors for every item

    1 vote

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