Financials
176 results found
-
Avoid duplicate reference numbers
When I log a payment for an invoice, and it makes me type in a reference number, I am afraid I will run into duplicates. Can you have it alert you if a reference number has previously been used?
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
Remove Collect a Payment Button on Paid in Full Invoices
In the Payments Portal, after collecting a payment and paying an invoice in full, it still gives the option to collect a payment. Once paid, it shouldn't give the option to collect a payment again as it is very confusing.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
Be able to change variations in a template.
When using a template, I want to be able to select a variation, rather than having to reselect the item/product/service.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
TEXT INVOICE TO RELATED CONTACTS
CURRENTLY, YOU CAN ONLY USE THE "SEND TEXT" INVOICE FEATURE TO THE NUMBER ON THE PRIMARY CONTACT OF A JOB. SOMETIMES WE NEED TO SEND THAT SAME TEXT TO THE RELATED CONTACTS ON A JOB.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
Email Attachment Photos on Work Orders
I would like to be able to select photos from email attachments on a contact to attach to work orders, the same way I can with manually uploaded photos.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
Separate Businesses in JobNimbus Payments
I would like to have two separate businesses using the same JobNimbus account and be able to have them send to separate bank accounts in JobNimbus Payments.
1 vote -
Default Expanded Description Box
I would like the option to default expand the description box for invoices.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
Breakdown of costs on budget report
way to show the costs within a budget broken down into each different cost that got to that total number.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
Report on unapplied payments
I would like to create a custom payment report that allows me to filter by applied and unapplied payments
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
Estimate Total field at bottom editable
Would like to have the total price editable. We would like to put in our product list and then a total contract price and then the system will auto calculate the price on each product.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
Create A Separate Summary of Markup vs Additional Markup
I'd like to be able to use the main line item markup section as overhead recovery, then have additional markup on top of that. This would be atainable with a workaround if the estimate breakdown showed the line item markup as a separate subtotal before the additional markup.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
Set Margins by Estimate Section
Currently you can only set margin line by line or for the whole estimate. A function to set each section at it's own margin would be helpful.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
Material Order Quote Template
I want a document template for material order quotes so I can send them to multiple supply houses. The current template says order everywhere and I need it to say quote.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
Highlight Special Instructions on invoices
Formatting options for text in special instructions on invoices. I would like to be able to highlight the text to bring attention to it at the bottom.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
1 vote
This has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
Custom Invoice status's
Ability to create a new status's eg.(Workmanship Pending, Leak Eval, Refusing, No Answer, Wants Credit, Sent check, Requesting Supervisor etc)
This addition would make it easier to categorize pending payments without needing to use additional software as well as allow for automations and detailed invoice reporting
Even if it has to be a different category name "Reason not paid" status1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
Change warning message text for when a user tries to edit an existing estimate
there's a warning message when I try to edit a voided estimate that says the estimate is approved, even if it was never signed.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
1 vote
This has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
Approve
When sending an estimate the customers to have the ability to click approve estimate or decline
Kinda like quick books does1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
-
Increase maximum sections on Estimate Templates
I would like to be able to have more than 25 sections on my estimate templates.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
- Don't see your idea?