Financials
376 results found
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Logo wants description functionality to be editable for Invoices
Logo is concerned that the new invoice format, when they toggle 'Try the New Invoice Experience' will be the permanent format moving forward. Logo likes the older invoice format as they're able to edit the description box for line items.
1 vote -
Ability for sales rep to choose financing options from mobile app
Ability for sales rep to choose financing options from mobile app, when creating estimates
3 votes -
sales tax
I would like for the selected tax rate to be able to be automatically selected in an invoice. We have missed collecting on taxes because that selection gets forgotten. Or have it selected by customer. Maybe make it a required selection when creating a job.
1 vote -
Profit Tracker Item Descriptions for Imported Items
Wanted: the ability to add descriptions to items pulled from Work Orders and Material Orders in the Profit Tracker to more easily differentiate which items are which.
In the Profit Tracker you can now import work orders and material orders - which is great, but there are some limitations that I am not liking. One of them is that all of the work orders we assign have LABOR listed as the line items for all of our subcontractors - which becomes very confusing in the Profit Tracker when there are more than one sub on a job - if at…
1 vote -
14 votes
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Import Measurements to Material Orders and Work Orders without estimate conversion.
I want the ability to create material and work orders using measurements, without needing to convert an estimate first. For example, if you use an estimate template with an Xactimate estimate and enter a lump sum in your estimate, you can’t quickly generate material or work orders because there are no line items in the estimate to pull from. This forces you to manually add line items and enter measurements for each, which is time-consuming.
It would be much more efficient if the quantities in material and work orders automatically populated based on the measurements provided, as long as the…
3 votes -
Only sync QuickBooks summary data over to JobNimbus per job/contact (ie: totals for invoices, amount due, payments)
Request:
We want the ability see SOME invoice info (without the entire invoice syncing over) such as:
Total Amount of all invoices per job/contact
Amount Due of all invoices per job/contactThis request applies in the same way for payments syncing over such as syncing over only the Total Amount Paid per job/contact.
Reason for need:
Invoices do not sync over correctly from QuickBooks because JobNimbus doesn't allow line items with no "Item Name" /"Product/service" selected. We need to be able to have line items that are purely descriptive with no price. This requires a "Product/service" NOT to be selected.…5 votes -
Receive notification and keep log when an estimate has been opened by customer
In the legacy estimates there was a log of each time an estimate had been opened by the receiving party. In the new estimates that is not available
1 vote -
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 -
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 -
Collect Interest on Past-Due Invoices
Wants an ability to enable interest charges on past due invoices
5 votes -
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 -
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 -
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 -
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 which1 vote -
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 -
Payments
If a payment is returned to have that deduct from what has been paid. Also would like it to show in Jobnimbus if there is a credit on an invoice after payments.
2 votes -
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 -
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 -
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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