Financials
372 results found
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Logo wants description functionality to be editable for Invoices
Logo is concerned that the new invoice format, when they toggle 'Try the New Invoice Experience' will be the permanent format moving forward. Logo likes the older invoice format as they're able to edit the description box for line items.
1 vote -
sales tax
I would like for the selected tax rate to be able to be automatically selected in an invoice. We have missed collecting on taxes because that selection gets forgotten. Or have it selected by customer. Maybe make it a required selection when creating a job.
1 vote -
Profit Tracker Item Descriptions for Imported Items
Wanted: the ability to add descriptions to items pulled from Work Orders and Material Orders in the Profit Tracker to more easily differentiate which items are which.
In the Profit Tracker you can now import work orders and material orders - which is great, but there are some limitations that I am not liking. One of them is that all of the work orders we assign have LABOR listed as the line items for all of our subcontractors - which becomes very confusing in the Profit Tracker when there are more than one sub on a job - if at…
1 vote -
Information hidden on the estimate also hidden on the invoice that was converted
Having invoices that are converted from an estimate reflect the same hidden information such as pricing, quantity, sections totals, etc.
1 vote -
Receive notification and keep log when an estimate has been opened by customer
In the legacy estimates there was a log of each time an estimate had been opened by the receiving party. In the new estimates that is not available
1 vote -
Quick select for Estimates
On same menu bar as Home/ contacts/jobs etc, for estimates/quotes when a customer is requesting a price but there is no confirmation on a job yet and no need to create the file.
1 vote -
Approved estimates to invoices
Once an estimate is approved and we convert it to an invoice don't show the sections that were hidden in the estimate. Whatever was showing in the estimate should show up the same on the invoice.
1 vote -
Estimate Numbers to Show on Estimate
We send multiple estimates to general contractors and estimate numbers are an easily identifiable way to track them rather than a long name.
GIVE AN OPTION TO HAVE ESTIMATE NUMBERS VISIBLE ON THE ESTIMATE. We want to see the estimate number and so do our clients. Right now there is no estimate number anywhere on the estimate, not even in the email headline. We want the option to see the estimate number since that is how we identify which estimate is which1 vote -
Option for Estimates to Sync with QBO upon creation AND be able to edit Estimate numbers MANUALLY
Right now, when we create an estimate in JN it does not automatically sync to QuickBooks until it has been ‘approved’, or the status has been changed to ‘sent’. This is causing an issue because the estimate number is not recording in QuickBooks upon creation of the estimates. If an estimate is then created in QuickBooks either by mistake or for any other valid reason, the estimate numbers become duplicated. When this duplicate estimate number occurs, my JN estimate will no longer transfer to QB because there is a confliction of duplicate estimate numbers.
To top it off, I cannot…
1 vote -
Mark up on Estimates
Ability to use the mark up function on estimate similar to how set up on Sumo Quote in the New sales experience.
1 vote -
Different waist factors for different items
We like to have different waist factors for different products like shingles have 1 factor but flashings have another factor. It would be great to have the option to use different factors for every item
1 vote -
Payments
If a payment is returned to have that deduct from what has been paid. Also would like it to show in Jobnimbus if there is a credit on an invoice after payments.
1 vote -
Import Measurements to Material Orders and Work Orders without estimate conversion.
I want the ability to create material and work orders using measurements, without needing to convert an estimate first. For example, if you use an estimate template with an Xactimate estimate and enter a lump sum in your estimate, you can’t quickly generate material or work orders because there are no line items in the estimate to pull from. This forces you to manually add line items and enter measurements for each, which is time-consuming.
It would be much more efficient if the quantities in material and work orders automatically populated based on the measurements provided, as long as the…
1 vote -
Sumo Quote contracts need to be IHCA compliant in verbage
Our attorney states that if yor contract is not IHCA compliant in verbage, it will not hold up under legal scrutiny. Is the Sumo quote compliant to this fact?
1 vote -
New Payment screen causes more work
The new payment screen requires you to enter payment amount twice. Why add work and possible mistakes? Please make it where you only enter once
1 vote -
Labor Cost in addition to Job Cost on work order
On work orders, when editing it breaks out labor costs as well as material cost, but when you save it it lumps it all together and you cannot see them separately without going back into edit the work order. It would be very nice for us to be able to save the work order with just labor cost on it, so we can send our subcontractors out into the field with a pay sheet, so they know what the pay is (based on the products and services labor cost) on the job before work has started.
1 vote -
Layout Example - Gutters
It would be nice to have an example layout added into the new sales experience that shows a Gutter estimate/layout
1 vote -
Can not edit estimate templates in new estimate feature.
I can not edit an estimate template in the new estimates.
1 vote -
JN Payments = Major Reconciliation Hassle in Quickbooks
There are two levels to this issue. We have down payments via JN enabled, which is the source of all the frustration. First, JN payments does a poor job of reporting the amount the customer was actually trying to pay us. Between ACH (we pay the fee) and credit cards (customer pays the fee) it has been very difficult for me to figure out the amount the customer was intending to pay. It should very clearly state the amount the customer is paying us, any fees WE are paying, and to a lesser extent any fees the CUSTOMER is paying.…
1 vote -
Invoice template to choose if I actually want a "New Section" added or add a standard line item
Invoice template to choose if I actually want a "New Section" added or add a standard line item.
The old format let you select one date for both date of and date due.
The new format is impossible to see everything that will appear on the invoice until you save it.
1 vote
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