Financials
283 results found
-
Ability to change UoM on estimates when using a saved estimate template
I would like to have the ability to change the UoM on line items within a saved estimate template when creating a new estimate. It currently only shows the UoM that was saved with the template and not all of the options available. We have to delete the line item and add it back to get the UoM options.
13 votes -
The ability to add an internal note to budgets.
The ability to add an internal note to budgets.
12 votes -
Change Date of Commissions Marked Paid
I need to be able to change the date of a commission marked paid. If one is missed, then marked paid when it is found, it messes up the financials of that month/quarter, etc. There should be a dated to choose of marking paid.
12 votes -
Invoice Term: "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date
We register a deposit from the customer, the customer wants a receipt, there is no way to email a payment confirmation right? We have to email an Invoice, correct? Well the Invoice only allows for a specific date as the due date, or "Due Upon Receipt (of the Invoice)". We don't know when the actual install is going to happen, so we need "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date.
12 votes -
Decimal Point Control - More or less decimal points in Quantity
Some of our billing is progressive on the terms of 3 payments broken into 1/3, 1/3, then the balance. If I put .33333333 (since JN doesn't automatically convert the fraction 1/3 to a decimal) in the quantity column and the price of $16500, JN returns a value of $5445.00 which is due to the fact JN takes my .33333333 and shortens it to .33.
$16500 x .33 = $5445
$16500 x .333333333 = $5500$5445 is $55 short of the $5500 I should be charging on our first bill.
Of course the workaround in the meantime is to enter "1/3…
12 votes -
11 votes
-
Cost and Markup - Hide as a function of Access Roles
We're currently in the setup phase. Our executive level team loves the idea of being able to use the Slider feature to negotiate estimates. However, we would like to be able to do so WHILE hiding the product cost and initial markup on the internal side of the estimate, so that lower level employees do not have to see this information in order to be able to use the Slider while creating an estimate.
Right now, if I disable mark-up tracking or if I remove cost from the internal estimate view - the Slider disappears and so do margin estimates.…
11 votes -
Allow photos to be integrated into estimates
The ability to include uploaded photos into an estimate.
11 votes -
Toggle Button for credit card fees on estimate.
We absolutely need a toggle button enabled to turn on and off credit card fees on each estimate not just an “all off or on” button. Not being able to switch this on for a contract payment the other day ended up costing us $900 in credit card fees. This needs to be fixed sooner rather than later. Thank you
11 votes -
Use a negative number in budgets
It would be helpful if we could add negative numbers to a budget for something like a material return.
11 votes -
Change Order Template
A change order template similar to Work orders and Material Orders with all the same automations.
Possibly ability to send for a signature? Maybe by attaching to a document?
11 votes -
amounts due as a dollar amount $ instead of a percentage%
When entering an invoice and there is the split option on top, it allows only for percentages to be collected, not dollar amounts. Sometimes we collect the deductible up front which is a dollar amount. Or, we will collect an amount upon delivery of materials, but I have to calculate what that percentage is because we cannot put in a dollar amount
11 votes -
Totals for Labor & Material Cost shown when editing
The new labor and material split integration is great. However, not showing the total labor and total material at the bottom of the estimate (for us, not the customer) makes it very difficult to find what the totals are. We would have to add up each line item (sometimes 40 line items) to find the total labor cost and total material cost for each estimate. This makes tracking efficiency of estimates very hard when comparing estimate to actual.
11 votes -
Percentage finance charge
We would like to be able to assess a finance charge on a past due invoice at a certain percentage rate that could change... At this time, it has to be manually calculated.
11 votes -
💡Boards Feedback/Ideas💡
Please upvote if you agree!
💠 Allow for customization of what is displayed on the body of cards based on the List that it's currently under (today all cards on a Board have the same displayed information across entire Board).
💠 Re-size the board display on web so there isn't two vertical scroll bars. Difficult to scroll left and right due to not being able to see horizontal scroll bar without scrolling page vertical bar.
💠 Enable cards to be right-clicked and opened in a new tab, so users can quickly interact with a job/contact without leaving the Board.
💠…
10 votes -
Credit to be allocated against invoice to reflect refund
Create credit memo that is allocated against the invoice to reflect refund.
10 votes -
abliltiy to attach photos to work orders
On other systems I have been able to attach photos to work orders for our technicians. They don't always have access to the system and this is very useful. Is this something you can work on?
10 votes -
Need an option on budget commissions for percent of net profit
Need an option on budget commissions for percent of net profit as this will help paying sales reps with Company overhead taken out of equation not affecting gross profit margins
9 votes -
Update Estimate (NSE) Cover Page
Add ability to update company info in the New Sales Experience. Changes to company phone number and email addresses do not sync to NSE.
9 votes -
I would like the option to name budgets
We use JN for PreCaps as well as the final cap out of a job. Our sales reps have access to this and it keeps them familiar as the job is flowing through production. Also for retail or commercial we would like to use this for a PreCap on our good, better, and best options
9 votes
- Don't see your idea?