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Financials

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398 results found

  1. 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

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    0 comments  ·  Work Orders  ·  Admin →
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  2. Add Product to Converted Invoices (Legacy Estimate -> New Invoice)

    When converting a Legacy Estimate into a New Invoice, you cannot add a new line item until you add a new section. However, if using NSE and New Invoices or Legacy on both, it allows you to add a line item without adding a new section. Would be great if the Legacy -> New conversion allowed for the same.

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  3. PayStubs Planet

    Generate professional paystubs with ease using our online paystub generator. Effortlessly create accurate documentation in minutes.

    https://paystubsplanet.com/

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  4. Allow Supplemental Items on NSE Estimates

    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

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  5. Invoice approved once deposit made

    We would like to have the ability to set in the system that the invoice only approves once the deposit is made on the invoice.

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  6. New Sales Experience Estimates with Financing Options in "Months"

    Currently when inputting a custom financing option from estimate settings, the system will only let me choose years. This is problematic because if I offer 18 month financing, I'd have to input 1.5 years, but the system won't accept decimal points. So having the option of including "months" instead of "years" would be good for offering that kind of financing if decimals cannot be included (18 months instead of 1.5 years)

    2 votes

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  7. UNDER THE NEW CREATE ESTIMATE

    I was messing around with this NEW feature - and I do not like the fact that you cannot go back in and edit after someone "signs" it. We have a TON of customers that change/update/add/delete items after they have already signed. This needs to be made so that you can still go back and make changes and have it resigned if needed.

    2 votes

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  8. 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

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  9. 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

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    0 comments  ·  Payments  ·  Admin →
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  10. Show JobNimbus Payments Status In JN

    It would be nice if the statuses for JNP payments actually show up in JobNimbus.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  11. 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

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    0 comments  ·  Templates  ·  Admin →
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  12. 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

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    0 comments  ·  Payments  ·  Admin →
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  13. 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

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  14. 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

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    0 comments  ·  Payments  ·  Admin →
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  15. Edit Smart Estimate PDF layout

    Add ability to edit the layout for smart estimates once they are generated

    2 votes

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  16. 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

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    1 comment  ·  Invoices  ·  Admin →
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  17. 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

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  18. Sort Subcontractor List

    I would like to be able to sort the subcontractor list on the work order page.

    2 votes

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  19. Set new default Estimate Template when creating new estimate

    Reorder estimate design template options when creating new estimate

    2 votes

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  20. 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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