Financials
407 results found
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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 -
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 -
Template field options for Customer Notes on Invoice
We like to add details about the invoice in the customer notes, it would save us a lot of time if we could add template fields or short codes to the invoice or invoice templates to automatically insert things like the customer name.
1 vote -
Being able to apply a JNP payment to an invoice on a different related record
You are unable to apply a JobNimbus Payments create payment to a related invoice on a separate record. For instance if the JNP payment is logged on the job and you want to apply that payment to the invoice on the contact, it does not allow you, but you can do it with a manually created and logged payment.
1 vote -
Allow for Required Fields or Steps in Estimates
User would like to have a required field or step for ensuring that when their Sales Reps are building the Estimates they don't send for signing before certain things are done
i.e. must add specific items or quantities before the Review and Share button is active
1 vote -
Clarity on where Templates are being built and used
There is some confusion on the phrasing of 'Template' when it comes to the Estimates and Material Orders in NSE.
Since the Estimate Layouts have Estimate Templates, and then the Estimate Templates can be applied to Material Orders, they'd like to have some wording updated so that they know where and when they can use the 'Templates' built
1 vote -
Commissions Visability
Allow for Sales Reps to see commissions that ONLY apply to them, and no other team members.
1 vote -
Custom Measurement Token
I want to be able to create a measurement token that combines the input of other tokens. For example, I combine the sum of Total Rakes + Total Eaves into one token
1 vote -
Have Classic Reports for Estimates route you the NSE Layout not the Legacy Layout
Customer would like to be able to use the reports to route to the NSE Estimate instead of routing to the Legacy Estimate when clicking the link provided in the reports.
Currently links in Estimate Reports takes you to the Legacy layout for the estimate and if you choose to edit it takes you to edit in the legacy settings. It would be helpful to route to the NSE settings for consistency in the settings.
1 vote -
AI Tool for Calendar and Financial Documents
Customer would like AI Tools to be incorporated to tell it to add to calendar and or create work orders or submit material purchases
1 vote -
Ability to relate multiple jobs to one profit tracker report (specifically for actual revenue)
I'm a fence contractor and often have to split quotes out based on one or more neighbors contributions.
To do this, We create separate "Jobs" for each customer and they all have their own paper trail.
However, for Work orders, Materials, and Budgets, we use on master "Job" and manually enter the information.
With Budgets going away, we are going to lose a way to track these projects.
Being able to link multiple jobs to one profit tracker would be very helpful. Or the ability to manually enter payments would be helpful also.
Splitting jobs between neighbors is very specific…
1 vote
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