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Financials

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408 results found

  1. Add United Inches to Smart Estimates

    The ability to add United Inches to smart estimates. Stated door and window companies cannot use smart estimates due to the lack of measurements available!

    1 vote

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  2. Set new default Estimate Template when creating new estimate

    Reorder estimate design template options when creating new estimate

    2 votes

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  3. IINK--

    I would love it if yall did business with IINK!!! lots of us PA's and contractors use IINK and it would be awesome if this was part of your system as well.

    https://iinkpay.com/

    1 vote

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    1 comment  ·  Payments  ·  Admin →
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  4. Customize estimate design templates

    Request to change the default color of blue on estimates to a different color, or to be able to customize the design.

    2 votes

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  5. Ability to reverse/undo a voided invoice

    Ability to reverse/undo a voided invoice so that it doesn't clear the quantity plus the amount fields.

    1 vote

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  6. Remove automatic highlight when clicking into estimate descriptions

    When editing an estimate, if a line item description is clicked into it highlights the whole description body. It would be great to get rid of this functionality... There have been a few times where estimate descriptions have accidentally been deleted. Yes, I understand that 'ctrl-z' is a thing.

    1 vote

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  7. Ability to add custom fields to invoices

    It would be great to be able to add custom fields that can auto populate check numbers to the invoices to show applied payments.

    2 votes

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  8. Deposit due date without remaining due date on invoices

    We are a contracting company and require a downpayment for our large projects. We like the split payment feature, but we do a lot of projects months in the future so putting a final due date on the invoice isn't realistic and we don't want the invoice to show overdue. We would like a way to split the payment with a required date for downpayment but an open date for the remaining balance.

    8 votes

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  9. Gating on which Products and Services go to QuickBooks

    All Products and services in JobNimbus sync into QuickBooks. Many of these are used only for Material Orders which do not sync to QuickBooks therefore they are not needed or used in QuickBooks. Users should be able to select which products do or do not need to go to QuickBooks.

    5 votes

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  10. Be able to toggle off profit, margin and total on mobile app

    Be able to remove the profit, margin and total area on an estimate on mobile app.

    2 votes

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  11. Send Invoices with additional attachments

    Ability to attach other documents to invoices sent from the financials tab. This way the invoice will show as sent, and can include a contract document, or other documents as needed.

    2 votes

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  12. custom statuses for invoices

    Ability to set custom statuses for invoices

    2 votes

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  13. Section total at the bottom of the section

    Currently when we put a new section on the estimate it shows the total for that section at the top. I would like the option to show the section total at the bottom of the section.

    8 votes

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  14. Commission changes logged in Activity

    I would like better tracking of commissions on budgets. Specifically who marked a commission as paid/unpaid

    3 votes

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  15. Over-payment on financials tab

    Under the financials tab, show any overpayments on accounts. We often have contacts paying through the QuickBooks link by ACH from their insurance and, for example, if the bill is $20,000 and the insurance pays $21,000, then there is a $1,000 overpayment. We need to be able to see anyone who has overpaid so we can get them that money back.

    6 votes

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    1 comment  ·  Admin →
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  16. Change location for products in Smart Estimate templates

    Change location for products when editing a smart estimate template without having to delete all products

    1 vote

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  17. Decimals for invoice numbers

    Decimals in invoice numbers when duplicating/editing an invoice rather than using a whole number

    3 votes

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  18. Allow Subcontractor and/or Other Costs in Estimates SEPARATE from Labor and Material Cost

    There needs to be a way to enter subcontractor cost, totally separate from labor and material, to line items in a bid/estimate. If I include subcontractor costs as labor or material in my estimates, it throws off the budget numbers. This is a very basic function of bidding and estimating.

    3 votes

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  19. 3 votes

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  20. Separate Products from Service, add variations with same unit of measure

    Be able to separate products from services to be able to select services from products. Also, have the ability to create a variation under existing product to specify different measurements for the same unit of measure. We have posts that are different lengths in feet.

    6 votes

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