Financials
532 results found
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Allowing a manually logged payment to apply to a specific split payment in an invoice
Currently, if you log a payment manually and apply it to an invoice that has scheduled payments at different stages or progress through a job, you can select which split payment to apply it to. On the invoice, it will remove the split payment name of "deposit," for example, and only say "payment" with the date. Overall, it looks kind of rough and confused for a customer, especially since the customer has access to this invoice.
2 votes -
Ability to add our logo to all pages of an estimate
We won't always use a cover page on our estimates, so being able to add our logo to different pages in an estimate would be amazing
2 votes -
2 votes
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ability to send the sales rep or assignee and subcontractor the estimate from the "email estimate" page
When you click the 3 dots and email the estimate the the customer, you no longer have the option to add your sales reps anyone else without typing out their email
2 votes -
Ability to add more than one person to the Proposal Email
Right now we can only email one person. Even if we add another signer and their email address the email only makes it to one signer! We have multiple individuals who need to see the proposal and a way to send the proposal to more than one person.
2 votes -
When adding a template to the estimate details page, add it as an option
Currently, when you import a template into your estimate details page, it will erase all data, even if you have multiple options available. This makes it difficult when you are simply trying to add a new option that you already have the template for but don't want to manually enter it into the estimate when you could just import that template as a different option instead of erasing the whole estimate details information.
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 -
NSE Token Options to Include all Template Fields
Some specific fields that would be great to add would be Date, Phone number, and Email for the respective parties. But all of template fields (that can fill into an estimate) should be options.
2 votes -
Being able to embed a video into the NSE estimate pdf
Logo was asking if they could create a custom page and actually embed a video into the page besides using a link. Their work around is to use a Canva plugin to attach it to a pdf they make and then add that to their estimate as a custom page.
2 votes -
2 votes
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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 -
Options to customizer the Estimate Details
Options to include the company logo and sales rep information on the estimate details page in the New Sales Experience
2 votes -
Financing For All Estimates
Currently, with the New Sales Experience, financing needs to be enabled per estimate. It would be best if we could enable it for all estimates to give the option to our customers and reduce excess work on our end.
2 votes -
Homeowner Estimate Question Without Sending Attachment Back
Currently with the New Sales Experience, when a customer replies to the signature request with a question it emails us the attachment again, which attaches it to the job record. This creates duplicate documents. It would be better if there were a button so the recipient could raise a question with the estimate and not attach it to the email again. Or if the system could recognize the document is the same and not attach it to the email.
2 votes -
Estimate inspection page not displaying as intended
Inspection page is not picking up the first section title, instead is only showing page title, then skipping to the next section title. Would prefer if the text for Inspection is larger than the text for the other section titles as well
2 votes -
Warranty Tracking
logo is looking for a better way for them to keep track of warranties for homeowners.
2 votes -
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 -
Products & services reflects Margin vs Markup choice in Estimate Settings
It is confusing to have products & services hard set to markup whereas the New Sales Experience can switch between margin and markup.
2 votes -
PayStubs Planet
Generate professional paystubs with ease using our online paystub generator. Effortlessly create accurate documentation in minutes.
2 votes
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