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Financials

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18 results found

  1. Import Estimate Templates

    I would like to import macros in the form of MCX files for estimate templates.

    1 vote

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  2. 1 vote

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  3. Create Option for Checkboxes when Estimate is converted to Work Order

    Create the option on an estimate template to have editable checkboxes appear ((both on desktop and mobile (ex: mask required, using existing hardware, etc.)) when an estimate is saved and converted over to a work order.

    1 vote

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  4. 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

    5 votes

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  5. Add Margin Adjustment to Templates

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

    5 votes

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  6. Add an option to create custom design templates for financial documents such as Material Orders, etc.

    Add an option to create custom design templates for things like Material Orders, etc.

    4 votes

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  7. Limit access to edit/update saves Templates

    When you have a saved template to use over and over again, I wish we could limit anyone under manager level from being able to edit/update those templates. This would prevent it from happening unless really needed.

    2 votes

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  8. More customizable Templates

    I would like to be able to build a static template for our site visits that would populate from JN. I would like to be able to format it similar to the estimate form (with the different text boxes), but I can't manipulate all those areas and when I try to build a 'Document Template, there is no way to create those text boxes like the ones in the estimate template. it's frustrating because it's a simple word feature under the Developer tab, but I have to pay some other app to be able to do it here in JN.…

    16 votes

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  9. the ability to copy existing saved estimate and work order templates.

    Creating a new template is pretty easy. That said, we have created some fairly complex templates and would like to build new templates off those that have been saved rather than starting from scratch. Basically, we need a 'save as' option when we edit an existing saved template.

    8 votes

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  10. Page Breaks for template

    The ability to insert a page break into a template. We have several templates that require a break. My boss is extremely frustrated.

    21 votes

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    6 comments  ·  Templates  ·  Admin →
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    Which templates are you wanting to add a page break to?

    On certain forms, like an estimate, it seems like the page breaks would need to be conditional based on the number of line items, which would be quite tricky.

    Thanks,
    Aaron

  11. Deleting images inside template Library

    How do we delete images on email template library?

    6 votes

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  12. More control of editing estimate templates

    I am trying to edit an estimate template and would like to edit the name of it to reflect what I am using it for but can only edit items. Also, would be nice to be able to duplicate a template as I can use various template versions of exterior door install, include paint/stain, install trim or not, etc etc

    15 votes

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    2 comments  ·  Templates  ·  Admin →
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  13. 23 votes

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  14. Print preview when creating new templates

    When creating new templates the only way to make sure the document creator is properly set up you have to create an actual document and view it in PDF mode which is a bit cumbersome.

    A way to quickly print preview without having to recreate a document each time would be nice to save time when setting up new docs or modifying existing ones....

    18 votes

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    1 comment  ·  Templates  ·  Admin →
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  15. More Customizable Financial Templates

    For the estimates, I would like to be able to move our logo around and resize it as needed, to be able to edit the fonts of line items and not have to have a price for some line items. If a certain line item varies on the job like a permit, we would like to put -as incurred- since permits can vary or other line items as well that vary. Instead of showing 0 which would make the customer or company think they owe 0, as incurred would be much more feasible. Other options like a Microsoft Word style…

    34 votes

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  16. Save payment terms on invoice templates

    I would like to see that when I am personalizing my invoice template that I can save the terms. It appears to default to Net 15. We run on Net 30. If missed it can make a huge difference in the collections process.

    37 votes

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    4 comments  ·  Templates  ·  Admin →
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  17. More User-Friendly Template Formatting

    The templates really need to be easier to format in certain sections. Under the special instructions, it is really time consuming right now and should be much easier to use.

    It would be great if it was much easier to use.

    30 votes

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    4 comments  ·  Templates  ·  Admin →
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  18. Add Cost, Price, Totals to Work and Material Order Tools

    Create a new checkbox for the top administrative portion when creating Work Order and Material Order templates. This would be "Cost" (what the manufacturer charges, per line item), and would be accompanied by a total Cost at the bottom, per quantity.

    19 votes

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