Financials
338 results found
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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 -
NSE - Estimate details page include logo
The estimate details page to include the company logo on the page.
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 -
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
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