Financials
324 results found
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The ability to connect multiple bank accounts when having multiple payment locations.
The ability to connect multiple bank accounts when having multiple payment locations.
2 votes -
Show JobNimbus Payments Status In JN
It would be nice if the statuses for JNP payments actually show up in JobNimbus.
2 votes -
HTML Button Links
It would be nice to be able to have "clickable buttons" that you can code in the HTML part of templates.
2 votes -
The ability to turn off payments for estimates and leave it on invoices.
The ability to turn off payments for estimates and leave it on invoices.
2 votes -
Customize Financial Tab
It would be nice to have the ability to hide certain sections of the financial tab and/or move different sections and sort them accordingly (i.e. move credit memos to the bottom).
2 votes -
Apply same amount to different invoice
I need to know how to take payments that have already been applied to an invoice and apply them to a different invoice.
2 votes -
Edit Smart Estimate PDF layout
Add ability to edit the layout for smart estimates once they are generated
2 votes -
Customer info in balance details on JobNimbus Payments
It would be great if the balance details section on JobNimbus Payments show some kind of identifier for the customer
2 votes -
2 votes
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Integration for Point of Sale card swipers
Add integration for point of sale swipe systems like Square or BBPOS
2 votes -
Invoice DUE Date Added to Invoice Section of Financials Tab
On the financials tab under invoices, it only shows the invoiced date, which is partially helpful. The biggest need is to see the DUE DATE right on that section. This is a HUUUUUUUUUUUUUUGE need!
2 votes -
Searchable sections
Make sections able to be searched for. This way you can have a bundle of line items under a section name that represent something, like changing a skylight for example that will have material and labor line items pop up under it, then be able to choose a quantity for the section and a markup per section (we have different margins for different trades). It feels like the smart estimates are trying to do this, but this would be a great supplement to that and make a large portion of the other features in JobNimbus a lot more helpful.
2 votes -
Sort Subcontractor List
I would like to be able to sort the subcontractor list on the work order page.
2 votes -
Set new default Estimate Template when creating new estimate
Reorder estimate design template options when creating new estimate
2 votes -
Ability to add custom fields to invoices
It would be great to be able to add custom fields that can auto populate check numbers to the invoices to show applied payments.
2 votes -
Be able to toggle off profit, margin and total on mobile app
Be able to remove the profit, margin and total area on an estimate on mobile app.
2 votes -
custom statuses for invoices
Ability to set custom statuses for invoices
2 votes -
Markup Slider on Invoices
Have the markup slider on invoices.
2 votes -
2 votes
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Able to Add Total Labor and Total Materials as Invoice Report Column Option
Include the total labor cost and total material cost in an invoice report as a column option. When I run a weekly or monthly invoice report, I can see the total invoice price and the total costs as line items, but really need to see the total material and total labor breakdown also. It shows on the invoice -- just want to add it as a column option, exactly like Total, Total Cost, Total Paid, Balance, etc options
2 votes
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