Financials
324 results found
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3 votes
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Show sum calculations of all invoices on the financials tab
Allow the invoice section on the financials tab to be customized so that sum calculations can be added to the total, paid, and due columns
3 votes -
Single grouped price in estimates
What I need is for it to show individual quantity for each item but not price just a total group price. I don’t want to show what each item cost, just how many the estimates includes but I do what to show the Toal for that group.
3 votes -
Add Contact Info to Invoice Reports
It would be highly beneficial to be able to include the specific contact information to Invoice reports ie: address, email, phone number.
3 votes -
Add Company Name to Payment Receipt Emails
The Company Name needs to be included on the payment receipt emails that are sent by WePay.
3 votes -
Make Estimates have exact same Invoice/ Work Order/ Material Order Number
Make it a sticky feature, that whatever estimate number is generated it claims the ability to use the same Invoice/Work Order/ Material Order Number automatically
3 votes -
Allow manually added payments to apply to specific split payments on an invoice.
Currently, if you add a manual payment to a job's financials, there is no way to apply that payment to a specific split payment on an invoice. The payment applies generally to the invoice and will delete or close out the first split payments until the invoice has been paid in full, but the payment does not show which split it applied to. Only shows the date the payment was applied. Being able to see exactly which payment applied to what split would look a lot cleaner and less confusing for the customer.
2 votes -
When setting a discount for an estimate, allow a toggle to apply to all options and upgrades on the estimate.
The current setup on estimates is that a discount only applies to one option on an estimate. It would be incredible to allow a toggle option that applies the same discount to each option and upgrades within the estimate.
2 votes -
Saving annotated photos from the estimate directly to job photos
If you edit a photo within an estimate to annotate the photo or mark it up there is no easy way to then save that edited photo directly to the job's photos.
2 votes -
When clicking into a disabled page on an estimate that it doesn't re-enable it to be viewed.
The ability to click into a hidden page on an estimate without re-enabling it for viewing.
2 votes -
Allow for more than 3 options on estimate details page
Currently, the NSE estimate layouts only allow three options on the estimate details page to be used. If you want to have more than three, you have to create a different estimate to include more options, which can be a hassle. Allowing more than three options would be a lot easier.
2 votes -
2 votes
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Multiple Shingle Color Options in Estimates
Having the option to integrate as many colors as are available in one list that the customer can choose from for their shingles.
2 votes -
Have the ability to label a budget. At times we need to create two for one job.
If we could label budgets it would aid in our accuracy in entering the correct expenses in each.
2 votes -
Revolutionizing Payroll: The Future of Paystub Management in 2025
The year 2025 marks a major shift for businesses striving to optimize their payroll processes. Automation and digital technologies are at the forefront, revolutionizing traditional paystub management into a streamlined, efficient, and error-free system. These advancements not only simplify payroll tasks but also enhance compliance and employee satisfaction. This article delves into the latest technological trends in paystub management, highlighting key benefits and strategies for businesses looking to modernize their payroll operations.
The Evolution of Paystub Management
Historically, managing paystubs was a cumbersome task, fraught with manual data entry errors, lengthy processing times, and challenges in data storage and retrieval.…
2 votes -
Show Revenue as Pre-Tax in Profit Tracker
Revenue in profit tracker is showed with sales tax included. Revenue should show the pre-tax amount, or at least give us the option to remove the sales tax from revenue.
2 votes -
Toggle on and off button for supplemental items listed in estimate but not approved yet from insurance
Allow Supplemental items to be listed in the estimate but have a feature to toggle the price of the line item on and off. That way they can be listed out on the estimate and then turned on and off based on what is approved from the insurance company. Currently I have to list them in my estimate but change the price individually to $0.00 until they approved and then I have to go change them back to the price when approved.
2 votes -
JobNimbus Payments
When a payment is cancelled, generate an email to the customer and to the company email. When the payment is cancelled, returned or voided remove it from the invoice where it was applied and show in Job Nimbus the updated status, such as "voided" , "returned", etc.
2 votes -
Warning Messages
Is there a way to initiate a prompt response on some of the New Sales Experience issues we are having with us. I’ve sent at least 33 emails on this issue and have yet to hear back from anyone. I do understand it. This is it that is in in other stages so there will be complications and stuff like that but an update as far as like what to expect and potentially warning messages templates made disappear or these features made get locked up for certain appear time would be beneficial and help us better plan around how to…
2 votes -
Rejected payments should update in the financials tab
Rejected payments in JobNimbus Payments should update in the financials tab in JobNimbus. Currently, rejected payments still show as though they were accepted and processed in the financials tab.
2 votes
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