Financials
176 results found
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Move "Due Today" to the top of Split Estimates
when you use the "Split invoice" option and save at the top of the invoice it says amount due to be the full amount of the invoice and only at the bottom does it tell you the "due today" amount. This is creating a lot of confusion to our customers.
It would be better to show the amount due at the top to be the "Due Today" amount instead.
2 votesMerged with other ideas, fixed, or declined.
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Ability to Convert and/or Combine multiple Financial Documents into a Single Document
We would like to be able to either combine multiple Financials into one (merge), while also seeing the option to convert two documents into a single document of another type.
2 votesMerged with other ideas, fixed, or declined.
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Assign Custom Fields as Commission Recipients
Customer would like to be able to select a custom field as the recipient of commission in the budget feature, as they utilize custom fields to include names of field managers, appraisers, etc. who don't necessarily need to be added as a team member.
1 vote -
Create paysheets
The ability to create "Paysheets" for subs, sales reps etc.
Currently, we have a "PaySheet" invoice we provide our subs with each check for every individual job they completed. The invoice is created under the contact of the project.
A pay-sheet template would be awesome!
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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Multiple Material Order Templates in One Material Order - Sections
We are a fence contractor. We sell multiple types of fence. We have material order templates saved for easy ordering of types. Sometimes, customers have multiple style fences on their property. Adding a Template, to a tep[late, would allow us to only send one PO to a vendor instead of sending multiples everytime.
1 voteMerged with other ideas, fixed, or declined.
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Pagination to Count All Document Pages
the ability to adjust the page sequence that shows up on documents that include an {{estimate}} short code; currently, the pagination only accounts for the number of pages in the estimate, which is very confusing to recipients who have a 5 page document (for example) but are only shown pages 1/3, 2/3, etc. in the middle of the document itself, rather than 1/5, 2/5, 3/5 on all pages.
2 votesMerged with other ideas, fixed, or declined.
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Select Recipient when Sending Financials
It would be beneficial to be able to select which email you are sending a financial document to when sending directly from the financials tab.
2 votesMerged with other ideas, fixed, or declined.
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Turn off credit memo feature
Turn off the credit memo feature.
1 voteMerged with other ideas, fixed, or declined.
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Taxes on Work Orders
It would be beneficial to be able to include taxes on the work orders as it is on the other financial document templates.
4 votesMerged with other ideas, fixed, or declined.
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Add Margin Adjustment to Templates
It would be beneficial to have the ability to adjust the page margins on templates.
5 votesMerged with other ideas, fixed, or declined.
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Limit access to edit/update saves Templates
When you have a saved template to use over and over again, I wish we could limit anyone under manager level from being able to edit/update those templates. This would prevent it from happening unless really needed.
2 votesMerged with other ideas, fixed, or declined.
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Custom Fields Inside Financials
I would like to have a way to add custom fields to my financial/payments section and be able to add those fields as columns.
5 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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Option to remove "None" as a payment method or change the default/first option in list
The new payment method option "None" has been creating problems with or processes. We need a way to either remove it or have "Check" or "Credit Card" as the default/first option on the list.
3 votesMerged with other ideas, fixed, or declined.
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Subcontractor Column In the Work Order Tab
I would find it really useful to have a column for the subcontractor on the work order tab in my contacts and jobs.
3 votesMerged with other ideas, fixed, or declined.
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3 votes
Closing 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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Be able to customize column width
In estimate and invoice template- would like to be able to change the size of the columns.
Make amount column smaller= a job would have to be Billions to fit.
If we can make Amount column Narrower then we can add more in the description column and make that wider.3 votesMerged with other ideas, fixed, or declined.
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The ability to clone an existing saved Material Order template
This would allow us to clone and and create a new saved template without having to start completely fresh.
5 votesMerged with other ideas, fixed, or declined.
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Email template field for remaining amount due on invoice
To have a email template field that would show the amount remaining due on the invoice.
4 votesMerged with other ideas, fixed, or declined.
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Combining existing estimates, invoices, material orders, financial records
I would like to be able to have the ability to combine something like two estimates together, or two invoices together. Basically be able to merge financial records for each type
6 votesMerged with other ideas, fixed, or declined.
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Hide the "Item" Column on Estimate Templates
I'd like the ability to not have the item name visible on an estimate sent to the customer.
2 votesMerged with other ideas, fixed, or declined.
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