Financials
535 results found
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Force every single quote/layout to have the same legal language, especially simple estimates
There should be a way on every single SumoQuote estimate to force the quote to have a section with the companies specific legal language, and allow it to be editable by admins only. Legal language is usually very specific, and the company needs to be sure every representative is using the most recent version. I don't think it's wise to let every single employee edit the legal language, or have the option to delete it.
Currently, we have the ability to upload a legal page to estimate layouts, but there's no way to force a user to add it to…
1 vote -
Estimating
I have used so many different estimating systems over the years, but this is the first one that has made me decide to go back to excel for writing estimates
1 vote -
1 vote
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Add watermark on back of estimates
Tp be able to apply a watermark on the back of the all documents and templates
1 vote -
1 vote
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Send Sales Reps a Copy of the Estimate
Allow the ability to send the assigned sales rep a copy of the estimate if they are not the ones to send it out for signing.
1 vote -
Delete pages on NSE layouts
Allow the ability to have default pages be deleted, not just "excluded pages".
1 vote -
Sales Tax by Line Item
I need to be able to tax certain lines and not others on an estimate. In our state, replacements are not taxed but repairs are. So if I have a roof repair and 1 window being replaced, right now I have to either give the customer 2 separate estimates or charge tax on non-taxable work. In QB we can choose whether or not to tax individual lines, so the same feature in JN would be a big help.
1 vote -
Switch Items Between Labor and Material
It would be nice to easily switch and item from Labor to Material and vise versa.
This would be nice just incase an estimate is created using all material items, thinking that you had labor items in there too. A simply toggle or drop down would be nice.
3 votes -
I would like to convert the Work Order into a bill that Syncs to QBO, As of right now, its a lot of double entry that should b
I would like to convert the Work Order and or Material Order into a bill that Syncs to QBO, As of right now, its a lot of double entry that should be an easy fix
1 vote -
1 vote
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Commissions Paid amount doesn't change if expense is added
We pay half of the commission when our salesman books a job, during the job if expenses come up that were not planned for, if we change the budget the commissions marked paid should not change. That is why we should have the ability to pay off of the ACTUAL GP on the job, not PLANNED.
1 vote -
Automate changing an invoice status
I am using an email automation to send an invoice link to our clients when an invoice is created. However, this does not update the invoice status to "sent". I would like the invoice status to update when an invoice link is sent to the client through automation.
1 vote -
Option to remove sales rep's email and phone from cover page
We do not want our clients to email or call our sales rep, but to have the office number and email only on the front page. Currently there is not a way to remove this information from the cover page.
1 vote -
Custom Product & Service Types (Material, Labor, Services, etc.)
Add a category for services that aren't labor or a material to help track services -- making reporting for labor easier.
4 votes -
Credit Memos Count for Actual Revenue in Profit Tracker
Credit memos should be taken into account in profit tracker for actual revenue. Right now if there is ever a credit memo the profit tracker is wrong.
1 vote -
Invoice Defaults to 1 QTY
New invoice creation needs to default quantity to (1) instead of 0
1 vote -
Change PO/job number position
Our supplier keeps giving us invoices with the wrongPO/Job # on them. We realized they are using the material order number (red highlight) instead of the PO or job # (yellow highlight).
Suggest making the PO/Job # more prominent and near the material order for clarity and make it easier to differentiate between the two numbers.
2 votes -
Add delivery date field to Material Orders
We'd like to be able to add a delivery date to our material orders again, the new updates have removed this feature so now we have to create a workaround with the supplier comments - it would be easier to communicate with suppliers, along with track and report on this data with a set date field.
4 votes -
Automatically Resent Estimates to Show in Activity Feed
When Estimates are sent for signature, there is a chance that the signing link will expire before the homeowner signs it. When that happens, clicking the link triggers the automatic sending of a new email. However, this doesn't currently add an activity in JobNimbus. It would be a lot more helpful if it created an activity that indicated it was a resend due to an expired link click.
5 votes
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