Financials
176 results found
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Hide the total section of an estimate.
The ability to hide the total section of an estimate.
1 voteMerged with other ideas, fixed, or declined.
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Make Markups Visible on the customer side of an estimate
I would like to have the option to display the markups on an estimate. So I can view the markup info when I download the .PDF version.
1 voteMerged with other ideas, fixed, or declined.
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Apply credit to budgets
Would like to be able to apply negative dollar amounts to budgets to reflect credits (ie material credits)
3 votesMerged with other ideas, fixed, or declined.
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More customizable, efficient, more friendly user budget feature,
Would like a more customizable, efficient, more friendly user budget feature.
Specifically would like the ability to add subtotal of all expenses for that job.3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Estimate Section Title Feedback
In logos estimates logo uses the "section title" with a lot of verbiage. The verbiage use to go across the page. Now with the new section description when logo goes to view his past estimates the section title verbiage is off to the left hand side and is clumped together. It no longer goes across the page.
Currently the way to fix this issue is to recreate all his estimate templates to include the new "show section description". He would like to be able to edit his current estimate template, to allow the "show section description".
3 votesMerged with other ideas, fixed, or declined.
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Delay Sending Work Orders
Would like to be able to create a work order and save it for a later date and not have to send it right away.
0 votesMerged with other ideas, fixed, or declined.
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Have the Item/Section name section expand when creating financial docs
When creating an estimate, it would be great to have a way to expand the section item name size? Much like you are able to expand the description section to be able to view more than one line.
1 voteMerged with other ideas, fixed, or declined.
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Batch Printing
Be able to have the option to print off invoices in batches. Logo currently has to go into each contact and print of each individual invoice.
1 voteMerged with other ideas, fixed, or declined.
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Customer information not to be Italicized on financial documents
Would like to have the option for the customer information on financial documents not to be italicized
1 voteMerged with other ideas, fixed, or declined.
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Create a running total in an Invoice
Create a "running total" on an invoice
1 voteWasn’t able to verify exactly the need here. I believe it is around Job Costing, which we have another idea for.
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1 vote
Merged with other ideas, fixed, or declined.
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1 vote
Merged with other ideas, fixed, or declined.
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Show monthly cost in estimates when financing
Show estimated monthly payments in the estimates template when offering financing.
1 voteMerged with other ideas, fixed, or declined.
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Expense Log/Tracker for jobs
I would like to be able to have an expense log/tracker built in JobNimbus where I can store all other expenses (ie gas, mileage, etc) that don't really count as items on a material/work order.
4 votesMerged with other ideas, fixed, or declined.
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Adding new Items
You can only add an items at the bottom of your template. It then needs to be moved up into the appropriate place in the list of items. The only way of doing that is to use the double-headed arrow on the left of the item. You can only move it up within the same screen, one step at a time. If you try to move it higher in one go, it goes straight to the top and you have to move it down again. Even my "coach" at Job NImbus admitted this is a clunky process. Not difficult but…
1 voteMerged with other ideas, fixed, or declined.
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Estimate Edit & View Screens
On estimate edit screen: Add cost total and margin columns to each line item.
On estimate view screen: Show job cost, markup, profit, total price & total margin (in other words, have the view screen include what the edit screen has)
1 voteMerged with other ideas, fixed, or declined.
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Assign a custom Material Order #
Having the ability to change the Material Order # to a custom assigned number would be great for us and our supplier.
We use a PO number assigned to the job and ABC Supply uses that PO to reference the materials. It gets confusing for them though, since the material order JobNimbus sets is a different number than our PO number so mistakes are made and the wrong POs are assigned to the jobs.
2 votesThis would break sequential document ordering and take a bit of effort to accomplish with material order validation. Since it is infrequently requested, we will not be addressing for now.
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Internal Notes for Product Items
Is there a way to make internal notes in the products and services cost catalog? I like to use it as a reference of when pricing was updated, part numbers on items quoted, and so on.
5 votesMerged with other ideas, fixed, or declined.
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Include Saved Work Order name as header in Work Order section
I would like to include "Saved Work Orders" as a header in the Work Order section so I can view what that Work Order is for from the list.
1 voteMerged with other ideas, fixed, or declined.
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Customize Material Order templates
I would like to have more customization abilities with material order templates like using a Purchase Order instead of the Material order number and setting up a Delivery date instead of using the date the material order was created
1 voteMerged with other ideas, fixed, or declined.
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