Financials
413 results found
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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 -
Material Tax on Budgets
Would like to include material tax on budgets
4 votes -
PDF's compatible with Blue Beam
Would like to be able to have all PDF's created from JobNimbus compatible with Blue Beam, which is what our customer uses to view all PDF files.
1 vote -
Enable Customer Autopay
The ability to enroll homeowners in an autopayment plan, so that when we set terms as due monthly the customer doesn't have to manually make that payment each month.
1 vote -
Change Order of Template Drop Down.
The ability to change the order of the template drop down menu when making an invoice.
1 vote -
Ability to adjust Documents sizes
Have the ability to change the view of documents to a larger scale. Currently, documents such as estimates and invoices are too small and hard to see.
1 vote -
Ability to hide line item price and still show section totals.
On estimates, it would be great to have the ability to hide the price of line items and still show section totals without revealing the price of the item. Currently you can remove the Show Amount Column in template settings but then it won't show section totals even when the check box for show section totals is turned on in the template.
9 votes -
4 votes
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Ability to remove the need to approve estimates
It would be nice if would could choose whether or not estimates need to be changed to approved after coming in to JobNimbus.
1 vote -
Custom Invoice
In a custom invoice report: It would be helpful to have an option that shows the number of days between the invoice created and paid.
1 vote -
Add/ Change an Invoice status name
Would like to be able to change the preset invoices status. I would like it to say PAID instead of closed or even be able to add it as a status.
5 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.)?
4 votes -
Show section totals while filling out estimate
Right now you can't see section total while filling out the estimate, you can only see it after saving.
3 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.
7 votes -
Rename Surcharge on Invoices
When using Global Payments and passing the fee on to the customer it automatically calls it a surcharge. It would be nice to be able to rename that category in case we would like to call it something different. In Texas you're not allowed to charge customers the credit card payment fee, so we usually call it something different.
1 vote -
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…
4 votes -
Line items only on custom document templates
When loading an estimate into a custom document, the ability to only show line items instead of all the extra information on the estimate template.
1 vote -
Instead of creating 3 different estimates and voiding out two, she would like an option to not show the estimate total, and just the estimat
Instead of creating 3 different estimates and voiding out two, she would like an option to not show the estimate total, and just the estimate totals of each line item, and be able to go back and delete or cross out the unused line items.
For example: A customer is choosing between 3 different colors of paint and would like an estimate on each color but only chooses 1 color of paint. They would like to have the ability to go back and delete or cross out the unused line items AND not show the estimate total of all three…
3 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.
7 votes
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