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Financials

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256 results found

  1. Color selection for line items on Material Orders

    Add a color selection drop down menu to Material Order line items. We order from ABC Supply and need to be able to select the color without having to create a separate Product & Service for each color variation.

    2 votes

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  2. Ability to lock estimate pricing

    Have the ability to lock certain estimates templates so that the prices cannot be changed. This would ensure salesmen do not have ability to change the price. Also, provide the ability to be able to assign estimates templates to certain reps.

    3 votes

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  3. Estimate Status change from draft to sent; then sent to approved automatically.

    The system will not automatically change to sent if you request a signer, and it will not automatically change to approved once the signature status is fully signed.

    8 votes

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  4. 2 votes

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  5. WORK ORDER AMOUNT(S) SHOWN IN WORK ORDER SECTION

    With every "Section" (Invoices, Estimates, Payments) there is a column showing the amount of each document. That is except for Work Orders. When contractors are doing large-scale jobs and have to bill them, they are required to show what they have paid each sub-contractor. As of now, anyone using JN has to either click on each one individually in the work order section, or go to documents and filter, and click on each one. We cant even create a report (in reports) that shows amounts as the column is not available in the "Add Column" section. This should be very…

    5 votes

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    2 comments  ·  Work Orders  ·  Admin →
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  6. Email Subject Line Override on Financial Documents

    The ability to have the email subject line populate instead of the default when sending an email from the financial documents directly.

    5 votes

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  7. Hyperlink on estimates that opens the Streetview or Google Maps page for that address

    Hyperlink on estimates that opens the Streetview or Google Maps page for that address

    5 votes

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  8. Status option for budgets

    To have a status option for budgets, like you do for an estimate/invoice. This way I can accurately determine what gross and net margins are, if there are jobs in the budget where costs have not been entered yet, because projects are not completed. The only way I can accurately get my margins correct is for me to filter by a completed job.

    8 votes

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  9. Monthly Payment Options

    Create a calculation for estimated financing options using amortized loan equation. Let the Nimbus user enter in the rate (r) and term length (n). Set a function to import the estimate total (P) into the equation. The (A) would be the box that shows the monthly payment on the estimates.

    Here's the equation:

    A = Payment amount per period

    P = Initial principal or loan amount (in this example, $10,000)

    r = Interest rate per period (in our example, that's 7.5% divided by 12 months)

    n = Total number of payments or periods

    The formula for calculating your monthly payment…

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  10. More Cost Options

    Would like option to add an Overhead line item to the estimate. Current Estimate Template has option for Material & Labor; would like to have a separate line for Overhead.

    3 votes

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  11. Require color selections for customer approval

    Require color selections for customer approval

    4 votes

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  12. Remove material order number from template

    It would be great if material order templates were more customizable so that we can remove the material order number from the template, for example.

    3 votes

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  13. Rounding in Estimates / Invoices

    It would be great to be able to have line items round to the nearest dollar or $5 increment. OR have the ability to have Sections round to the nearest dollar increment that is chosen in settings.

    7 votes

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  14. Automated Estimate/proposals

    It would be useful when creating an estimate, to have the ability to enter in product's width and length and have it automatically calculate how much of the product will be used, along with hrs. it will take to complete said project.

    6 votes

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  15. Able to Add Total Labor and Total Materials as Invoice Report Column Option

    Include the total labor cost and total material cost in an invoice report as a column option. When I run a weekly or monthly invoice report, I can see the total invoice price and the total costs as line items, but really need to see the total material and total labor breakdown also. It shows on the invoice -- just want to add it as a column option, exactly like Total, Total Cost, Total Paid, Balance, etc options

    2 votes

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  16. Page breaks on estimates or invoices

    Right now if there are too many items or long item descriptions on an estimate or invoice then the page break cuts off some of the information and makes it difficult for contacts to read. We need that ability to insert page breaks to avoid this.

    4 votes

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  17. Hide amounts or not to hide amounts, or items

    I want to be able to hide or not hide items individually within a section.

    i.e.

    I am bidding to add lighting in a horse barn/arena. I don't want them getting lost in the involved items but I want them to see I am charging them for 14 fixtures and then I would also be able to have the direct attached image instead of adding an image attachment separately.

    2 votes

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  18. Convert invoice to Paid in Full Receipt

    We would like to be able to convert an invoice into a Paid in Full receipt. We have a template design for this but when we sent it to our customer it still shows as an invoice and there are times they don't open the invoice to see it's paid in full. It causes them confusion and makes them think they are being charged again. If we could convert the invoice to a receipt, 1) the file would show receipt, and 2) there could be a separate email to auto-send with the receipt that shows receipt instead of invoice

    2 votes

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  19. Add logos of credit card companies to Invoice templates

    Ability to insert photos into invoice templates such as "Amex" or "Visa" so customers know we accept these types of credit card payments

    3 votes

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  20. Change Material Order Status

    Would like to manually change the status of a material order like you can an estimate.

    12 votes

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