Financials
323 results found
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New Payment screen causes more work
The new payment screen requires you to enter payment amount twice. Why add work and possible mistakes? Please make it where you only enter once
1 vote -
Need commissions to auto populate so they don't need to be assigned. Also, need the ability to have a manager override commission applied.
Currently, the sales rep is assigned a job, but the system doesn't automatically apply the desired commission structure. This is a very basic feature. Commissions should not have to manually be applied to each job for a sales rep. Furthermore, there should be a feature to enter a manager override commission so that a second commission would automatically be applied to jobs for a particular manager. This could be done by creating a team and applying the override to the members of the team.
1 vote -
Auomatically Include Work Oders, Material Orders, Paymets in Budgets
I would like to be able to automatically push work orders, material orders, payments, etc into the budgets so it's not being input twice.
9 votes -
Recover Deleted Templates
I would like to be able to recover any deleted templates in settings.
3 votes -
6 votes
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Labor Cost in addition to Job Cost on work order
On work orders, when editing it breaks out labor costs as well as material cost, but when you save it it lumps it all together and you cannot see them separately without going back into edit the work order. It would be very nice for us to be able to save the work order with just labor cost on it, so we can send our subcontractors out into the field with a pay sheet, so they know what the pay is (based on the products and services labor cost) on the job before work has started.
1 vote -
Layout Example - Gutters
It would be nice to have an example layout added into the new sales experience that shows a Gutter estimate/layout
1 vote -
NSE - Product selections populate automatically into orders
Homeowners complete the product selections space on the Authorization page with information on colors. It would be helpful if this information populated directly into the JN orders so that office staff have all the information they need directly on the order instead of going back and forth between the signed estimate and the order. it would also minimize errors when entering the correct colors because it auto-populates those fields.
3 votes -
Can not edit estimate templates in new estimate feature.
I can not edit an estimate template in the new estimates.
1 vote -
JN Payments = Major Reconciliation Hassle in Quickbooks
There are two levels to this issue. We have down payments via JN enabled, which is the source of all the frustration. First, JN payments does a poor job of reporting the amount the customer was actually trying to pay us. Between ACH (we pay the fee) and credit cards (customer pays the fee) it has been very difficult for me to figure out the amount the customer was intending to pay. It should very clearly state the amount the customer is paying us, any fees WE are paying, and to a lesser extent any fees the CUSTOMER is paying.…
1 vote -
Manual Financing option shown on signed estimates
Show which financed price is selected by the homeowner on the signed estimate PDF and as a status on the financials page under estimates "Fully signed - with financing"
3 votes -
New Sales Experience Introduction Page
Introduction page should have on it the sales person's name, the phone number should have parenthesis and/or a dash in the appropriate places and the company's contact information. Also, the company contact information would be nice to see.
3 votes -
🪲Bug/Issue with Markup calculation in Reports🪲
I've stumbled across a bug where the markup calculation isn't able to generate because "Cost" and "Total/Revenue" are equal, despite cost being different in the estimate. After some research, the common denominator appears to be single line estimates where the Product has a UOM of "Item"
5 votes -
Formatting Options in New Sales Experience
Add ability to format phone numbers and email addresses in the new sales experience. Right now, the email address cannot be capitalized and the phone number does not include any dashes, which is hard to read.
6 votes -
Invoice template to choose if I actually want a "New Section" added or add a standard line item
Invoice template to choose if I actually want a "New Section" added or add a standard line item.
The old format let you select one date for both date of and date due.
The new format is impossible to see everything that will appear on the invoice until you save it.
1 vote -
Correct Estimate Total
On the boards section and insights, we use SumoQuote for our quoting software, which pulls into Nimbus. I would like to see that estimated total be used, not just approved estimates.
1 vote -
Calendar display options similar to job cards on boards
For more efficient job scheduling, it would be helpful if I could see financials displayed on the calendar or pick what I want displayed on the calendar like I can with job cards on boards. For example, we have a sales goal each day we try to schedule to, so it would be helpful if I could see recent invoices/estimates displayed on the calendar. Currently I have a job board list for "scheduled jobs" with financials displaying on the job cards. It would be much easier to schedule jobs if I could see financials on the calendar. It would also…
1 vote -
Report for products and services sold
In insights, I would like to the option to pull reports by products and services sold or estimated.
1 vote -
NSE insert token field options
NSE insert token field have the option to add customer email and customer phone number
3 votes -
Import estimates into sumoquote
It would be great to be able to import Legacy estimates into the SumoQuote format. Currently you can do that with the "Proposals".
This would give greater flexibility to the SumoQuote functionality and would serve as a way to also capture the costs (labor, materials, markup, and margin) associated with that SumoQuote. Currently we have to create the estimate in 2 different places in order to get that information.
The SumoQuote function is fantastic...just needs some tweaks. This one is a pretty big functionality though.
(Will put this separately, but we need to be able to convert a SumoQuote to…
1 vote
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