Financials
298 results found
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Dates on Split payments. Leave the blank or modify later.
It would be great if we could create a split invoice without the need to enter a payment date for each percentage.
20 votes -
Have custom work order fields "required" be more customizable
I want to have custom work order fields be required for some of my work order types and some required for other types of work orders. Currently, if you mark one field "required" it's for all work order types. It would be great to see some customization.
2 votes -
4 votes
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Voided Invoices zero out the total.
The ability to void an invoice and have the total reduce to zero from that action.
3 votes -
Time Tracking for Employees - Clock In/Out
I would like to be able to track the time employees have spent on jobs or tasks and/or give them the option to clock in our out on the mobile app.
122 votes -
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 -
Custom field pulls from estimate totals
Can there be a custom contact field that pulls from estimate and invoice totals (subtotal, section total, etc.)?
5 votes -
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.
10 votes -
Accepting Down payments on jobs (Accrual basis of accounting)
Has anyone found a good work around for accepting down payments for jobs that will not start for at least 4-6 weeks. We are on the accrual basis of accounting and currently JobNimbus has us doing an invoice for the down payment then posting a payment against that invoice. This invoice transfers to Quickbooks as unearned revenue which is where it's supposed to go. W
Weeks later, when we start the job, we convert the estimate to an invoice when recognize the income. The problem is the people are getting confused as to what to tell the client they need…
5 votes -
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.
10 votes -
Temporary Products
The ability to add products in estimates/invoices without saving the products permanently.
4 votes -
3 votes
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Remove Subtotal and Total from Estimates
It would be great if estimate templates were more customizable so that we can remove total/subtotal from estimates when necessary.
6 votesWe are adding some display functionality in estimates that allows for showing/hiding totals and section totals. This will be ready in the next 3-4 weeks.
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Work Order Options
Currently on work orders when your starting a new one, the date is automatically selected. Logo would like the option to turn this off. They would also like to be able to have their "saved work order" be able to correlate with the "type" when they select it.
4 votes -
Customize Payment Terms
Payment Terms should pull from the main customer account in QBO and / or be customizable in JN. Should be able to set customer payment terms, tax rates, discount terms at the customer level and have it pull into the job account instead of having to set it on each invoice. Estimates should have a place for payment terms.
4 votes -
Amount Option on Work Order Template
Work order template amount option would be amazing our crews always ask for it. Please Please add this option like you have in estimates to where each line item can total out. Thank you
9 votes -
Delivery Date for Material Orders
Would like to be able to track Delivery Date on Material Orders and see that able to be referenced in our templates, reports and automationsfor related records as well.
8 votes -
Estimate > Add Section > More options for the drop down menu for line items.
When creating sections in an estimate, the drop down menu for "Hide line Items amounts", It not only hides the "Amount" Column but also the "Qty" column. It would be nice to have the option to show the amount of the section total but also show the "Qty" column.
10 votes -
Add digits after decimal on price.
Needs the digits on pricing to be more than just the two digits after the decimal point for insurance purposes.
5 votes -
Change Material Order Status
Would like to manually change the status of a material order like you can an estimate.
15 votes
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