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Financials

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50 results found

  1. take off green payment button

    Can you take off the green payment button on our invoices. we are not using that system.

    1 vote

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    Completed  ·  0 comments  ·  Admin →
  2. help information for Lead vs. Sold vs. Archive for WO

    I could not find help documentation for what is affected by marking WO Statuses as Leads vs. Sold vs. Archive. I understand the "Archive" one but am curious as to how the other two affect reporting, accounting, etc.

    1 vote

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    0 comments  ·  Work Orders  ·  Admin →
  3. Expenses or Subcontractor Payments not just estimates within Budget

    Keep a simple account of expenses or subcontractor payments rather than just invoices and payments from clients. Would like to show all financial activity linked to jobs.

    1 vote

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    You can add additional expenses to the Budget by adding additional line items that weren’t included in the original estimate.

    This should allow you to get a much fuller picture of the job’s financial activity.

  4. Ways to add additional tax rates

    JN only shows 3 tax rates. I have jobs in multiple cities that have different tax rates so when i need to collect taxes, the select one option does not work. I also would like the different tax rates to sync to the tax options i already have set up in Quickbooks. It would make it easier to pay taxes to the state comptroller. I need to be able to designate the taxes per city.

    1 vote

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    1 comment  ·  Admin →

    You can already add more taxes in JobNimbus:
    1. In the Taxes tab of Settings unless…
    2. If QuickBooks sync is on, then you have to add them through QuickBooks and then click “Refresh QuickBooks Lists” in your settings and perform a sync using the Web Connector.

    I have already initiated this, just start a sync from the Web Connector and that should get those other taxes synced to your JobNimbus account.

    If that doesn’t work, please send your issue to support@JobNimbus.com and they’ll be sure to dig deeper and help you get it working!

  5. Open invoice reports with $ amounts

    It would be very helpful if there were reporting features to run open (unpaid) invoice reports per salesman, per time period, etc. This would help keep on top of unpaid invoices.

    1 vote

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    1 comment  ·  Admin →

    You can create an Invoice report, filter it by balance and sales rep, or date range, etc. It’s actually pretty quick to set up, and then you can add it to your dashboard.

    If you need further assistance or have any other questions, please send an email to support@JobNimbus.com and they’ll be able to get you taken care of.

  6. Be able to give credits in Budget

    If material is returned, if laborers are back charged, etc. We need to be able to show a credit in the budget category

    1 vote

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  7. change contact info

    be nice to be able to change/add customer info/job in estimate

    1 vote

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  8. documentation on coding for creating templates

    I am trying to find a place where basic template coding is listed but I cannot find this in your help documentation. I need to know how to reference fields both already in your system and those we have added as custom fields. Thanks!

    1 vote

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    0 comments  ·  Templates  ·  Admin →
  9. Auto Populate Sales Reps Contact Information

    Auto Populate Sales Reps Contact Information

    When Sales people open and create their own invoice or pull template from a previously created drop down list. This would automatically pre populate all of their contact information. Currently I believe an admin has to create this for every sales person.

    1 vote

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    As part of the templates, we build in the Sales Rep’s info by default (name and email address). If these fields have been removed from your templates, you can add them back in using the Insert Template Fields option and choosing the Sales Rep’s info.

    The one thing we’re missing is the Phone Number, which is something we just haven’t built into the template system yet, but once we do then it will auto populate just like the name and email address based on the number they have in their “My Info” section.

  10. PO Number on invoice

    Customers PO Number on our invoice. Currently, we can make a custom field in the invoice but Like to have a drop down menu, i am a do environmental consulting and get multiple PO numbers for same job. since some jobs require multiple type of testing.

    1 vote

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