Financials
532 results found
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Hide invoice items if already hidden on estimate
The sections from the estimate that are hidden don't automatically transfer over when converting to an invoice. Would like that to automatically happen
2 votes -
Edit Totals Estimate/Line Item
Need to be able to Edit the total of an invoice or the total of the line items directly. We work with insurance that uses Xactimate, and need the line item quantities line item totals, and final total to all match, however, they use up to 4 digits after the decimal so we cannot do this currently.
2 votes -
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 -
Edit Products and services catalog from within the estimate on the new platform
Add the ability to update products and services within the estimate. We make the same manual changes to line items all the time while writing estimates because we don't have the time to go open a new tab, go to the products and services catalog, find the line item, and edit it. It would be great if we could just check a box that says "permanently edit this line item" to change it in the catalog so it is always correct moving forward.
2 votes -
Custom Estimate Email Subject Line
Wants to be able to edit what the subject line says when an estimate is sent to a customer
2 votes -
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 -
Internal Notes Estimate Conversion to Work Order
We used to use the internal note section of estimates to hold some information that was visible at a glance because it would carry through to work orders when we converted. Now it doesn't work that way, but we would like it back.
2 votes -
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.…
2 votes -
Toggle Require Estimates Fully Signed to Convert
I would like to be able to convert estimates without having them fully signed. It would be better if this was something an admin could toggle.
2 votes -
Legacy Estimate Taxes Should Match Invoices
It was recently changed so that taxes on invoices can be handled at the invoice level, but legacy estimates are still just by line item. It should be possible to make the function match between the two. Either make legacy estimates work like invoices or make it so they can be toggled.
2 votes -
Pass ACH Fees to customer
Pass ACH Fees to customer just the same as the Credit Cards Fee gets passed on to Customer.
2 votes -
Adding a "resend" estimate button to JobNimbus
The logo requested the addition of a button to resend an estimate for signature. He wants another notification email to be sent when this button is clicked prompting the customer to sign the quote.
2 votes -
Change "Estimate" to "Quote"
I want my quotes to reflect that they are not subject to change. "Estimate" implies that it could vary, and I know I can change the header/title on the estimate to be "Quote" but I need all instances of the word "Estimate" to become "Quote" like the "estimate total" at the end of the doc.
2 votes -
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 -
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 -
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 -
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 -
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 -
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 -
Edit Smart Estimate PDF layout
Add ability to edit the layout for smart estimates once they are generated
2 votes
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