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Financials

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  1. Sections that group line items together

    I think it would be immensely helpful for sections to group the line items together. Doing this would open up a whole list of possibilities, including:

    -moving whole sections together instead of one line item at a time
    -mass deletion of sections
    -adding line items to specific sections
    -creating work orders off of individual sections
    -creating "pre-made sections" to add to estimates

    Doing sections like this would solve a lot of issues my company has and covers some issues other posters have pointed out as well. Specifically, this would allow a more building-block way of making estimates so we could…

    17 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Create Partial Invoices from Estimate

    Create partial invoices from estimate to later combine and create a final invoice. All invoices will be sent to the contact.

    5 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. Auto Update Pricing in Estimate Templates

    We use a lot of estimate Templates with products already typed in. Same with material orders.

    As it stands, if we update a price under "Products", it does NOT update the price on the template.

    It would be great if the templates refreshed and grabbed the updated pricing from the Product itself

    3 votes

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    1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add Past Due on Invoice Terms

    It would be beneficial to add a Past Due option on the terms drop-down for invoices so that we can specify to customers when their payments are overdue.

    6 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  5. Manually able to enter Invoice Number or Job number on Estimates/invoices

    I would like to be able to manually enter job numbers on invoices and estimates approved. We give numbers for multiple locations so this causes and issue. It's creating an invoice number that isnt' "real" so our customers are confused.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  6. Show which document is related when converting

    Would like to see the Work Orders reference which estimate they were converted from for instances where there are multiple estimates and multiple work orders

    3 votes

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    1 comment  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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

    4 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  8. Taxes on Work Orders

    It would be beneficial to be able to include taxes on the work orders as it is on the other financial document templates.

    4 votes

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add Margin Adjustment to Templates

    It would be beneficial to have the ability to adjust the page margins on templates.

    4 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  10. Edit Column Names on Financials

    It would be beneficial to have the option to edit the names of the columns on financial documents. We use hours instead of quantity & it'd be great to have the ability to change this.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  11. Move "Due Today" to the top of Split Estimates

    when you use the "Split invoice" option and save at the top of the invoice it says amount due to be the full amount of the invoice and only at the bottom does it tell you the "due today" amount. This is creating a lot of confusion to our customers.

    It would be better to show the amount due at the top to be the "Due Today" amount instead.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  12. Percentage Rate Viewing Budgets

    It would be incredibly beneficial to be able to have the percentage rates visible on my budgets outside of the editing view. It makes it difficult to have to select edit any time we want to know what the specific percentage rate is on a line item.

    3 votes

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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add discounts field to estimate and/or invoice

    Being able to add % discount as a field or drop would help the sales team be able to function better in the house.

    3 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  14. Create paysheets

    The ability to create "Paysheets" for subs, sales reps etc.

    Currently, we have a "PaySheet" invoice we provide our subs with each check for every individual job they completed. The invoice is created under the contact of the project.

    A pay-sheet template would be awesome!

    2 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to change UoM on estimates when using a saved estimate template

    I would like to have the ability to change the UoM on line items within a saved estimate template when creating a new estimate. It currently only shows the UoM that was saved with the template and not all of the options available. We have to delete the line item and add it back to get the UoM options.

    10 votes

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    1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add Contact Info to Invoice Reports

    It would be highly beneficial to be able to include the specific contact information to Invoice reports ie: address, email, phone number.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. Pagination to Count All Document Pages

    the ability to adjust the page sequence that shows up on documents that include an {{estimate}} short code; currently, the pagination only accounts for the number of pages in the estimate, which is very confusing to recipients who have a 5 page document (for example) but are only shown pages 1/3, 2/3, etc. in the middle of the document itself, rather than 1/5, 2/5, 3/5 on all pages.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  18. Select Recipient when Sending Financials

    It would be beneficial to be able to select which email you are sending a financial document to when sending directly from the financials tab.

    2 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Custom Fields Inside Financials

    I would like to have a way to add custom fields to my financial/payments section and be able to add those fields as columns.

    4 votes

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add option for SREC Collateral amount on estimates & invices

    We need to be able to add an amount for SREC Collateral to an estimate total without it being part of the subtotal. This is similar to how to tax works except that it needs to be a input as a dollar amount that is determined by a formula, rather than a percentage.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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