Financials
398 results found
-
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 -
Markup Slider on Invoices
Have the markup slider on invoices.
2 votes -
2 votes
-
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 -
Convert invoice to Paid in Full Receipt
We would like to be able to convert an invoice into a Paid in Full receipt. We have a template design for this but when we sent it to our customer it still shows as an invoice and there are times they don't open the invoice to see it's paid in full. It causes them confusion and makes them think they are being charged again. If we could convert the invoice to a receipt, 1) the file would show receipt, and 2) there could be a separate email to auto-send with the receipt that shows receipt instead of invoice
2 votes -
Ability to use template custom fields in line items
Like template fields on an estimate, it would be great to be able to use fields that auto populate in the line items of an estimate that can draw data from a contact field. This would be helpful for repeated estimates that need the same/similar data.
2 votes -
Formula section for Estimates
I think we need a section that allows us to be able to create simple formulas with the estimate lines. For example: My team uses Hover for a siding estimate. They enter the linear feet of trim that hover displays for "Outside Corners" and it is in a "James Hardie Template". The formula I would need to write is: Outside Corner Linear Feet * .05 (round up) / 12 (12' is the length of the trim for James Hardie)
Don’t get hung up on Hover. We don’t always need a hover, but having that capability to convert a line item…
2 votes -
Have custom work order fields "required" be more customizable
I want to have custom work order fields be required for some of my work order types and some required for other types of work orders. Currently, if you mark one field "required" it's for all work order types. It would be great to see some customization.
2 votes -
Delete pages on NSE layouts
Allow the ability to have default pages be deleted, not just "excluded pages".
1 vote -
Sales Tax by Line Item
I need to be able to tax certain lines and not others on an estimate. In our state, replacements are not taxed but repairs are. So if I have a roof repair and 1 window being replaced, right now I have to either give the customer 2 separate estimates or charge tax on non-taxable work. In QB we can choose whether or not to tax individual lines, so the same feature in JN would be a big help.
1 vote -
I would like to convert the Work Order into a bill that Syncs to QBO, As of right now, its a lot of double entry that should b
I would like to convert the Work Order and or Material Order into a bill that Syncs to QBO, As of right now, its a lot of double entry that should be an easy fix
1 vote -
Commissions Paid amount doesn't change if expense is added
We pay half of the commission when our salesman books a job, during the job if expenses come up that were not planned for, if we change the budget the commissions marked paid should not change. That is why we should have the ability to pay off of the ACTUAL GP on the job, not PLANNED.
1 vote -
Automate changing an invoice status
I am using an email automation to send an invoice link to our clients when an invoice is created. However, this does not update the invoice status to "sent". I would like the invoice status to update when an invoice link is sent to the client through automation.
1 vote -
Option to remove sales rep's email and phone from cover page
We do not want our clients to email or call our sales rep, but to have the office number and email only on the front page. Currently there is not a way to remove this information from the cover page.
1 vote -
Credit Memos Count for Actual Revenue in Profit Tracker
Credit memos should be taken into account in profit tracker for actual revenue. Right now if there is ever a credit memo the profit tracker is wrong.
1 vote -
Invoice Defaults to 1 QTY
New invoice creation needs to default quantity to (1) instead of 0
1 vote -
Change PO/job number position
Our supplier keeps giving us invoices with the wrongPO/Job # on them. We realized they are using the material order number (red highlight) instead of the PO or job # (yellow highlight).
Suggest making the PO/Job # more prominent and near the material order for clarity and make it easier to differentiate between the two numbers.
1 vote -
Add delivery date field to Material Orders
We'd like to be able to add a delivery date to our material orders again, the new updates have removed this feature so now we have to create a workaround with the supplier comments - it would be easier to communicate with suppliers, along with track and report on this data with a set date field.
1 vote -
Commas in Legacy Estimates
Allow commas to be an accepted input in Legacy Estimates.
1 vote -
Create new Email Templates in Estimate Email Settings
In the new sales experience estimate settings, there's premade email templates for different situations (Sent for signature, document signed with deposit requested, etc) that you can edit and customize.
We would also like to be able to create new templates here, to have multiple options for each situation such as 3 templates to choose from for the document signed with deposit requested situation.
1 vote
- Don't see your idea?