Financials
298 results found
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5 votes
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Formatting Options in New Sales Experience
Add ability to format phone numbers and email addresses in the new sales experience. Right now, the email address cannot be capitalized and the phone number does not include any dashes, which is hard to read.
5 votes -
Auomatically Include Work Oders, Material Orders, Paymets in Budgets
I would like to be able to automatically push work orders, material orders, payments, etc into the budgets so it's not being input twice.
5 votes -
Be able to set specific time periods for when the proposal link expires
It would be nice to be able to set a time frame for when the proposal link expires.
5 votes -
JobNimbus Payments: Separate charge for ACH fee
There should be a separately charged fee for ACH payments processed through JN Payments. We just started using the new payments system and it is really messing up our accounting by pulling the fee directly out of the invoiced amount.
Example) Invoice for $2,600 --> $13 fee charged to us --> $ Received payment of $2,587
Our quick workaround has been to alter the total invoice amount to the amount, post fee, so our synced payments can be tied to a specific job during our accounting/reconciliation. This will get exceedingly annoying if we keep using this payments system.
5 votes -
Don't automatically round line items
Line items are automatically rounded up to the nearest cent. Add ability to disable that for things line insurance claims where they have to match exactly.
5 votes -
Include Sunlight Financing on Estimates
The option to include sunlight financing on the estimate template via like a checkbox or a button would be very useful. Especially if it can take the estimate total and provide the different financing options as a button on the estimate directly below the total.
5 votes -
Smart estimate adding text for contract
Please add a way to add contract language/verbiage to the smart estimate
5 votes -
More Cost Options
Would like option to add an Overhead line item to the estimate. Current Estimate Template has option for Material & Labor; would like to have a separate line for Overhead.
5 votes -
Remove material order number from template
It would be great if material order templates were more customizable so that we can remove the material order number from the template, for example.
5 votes -
Hyperlink on estimates that opens the Streetview or Google Maps page for that address
Hyperlink on estimates that opens the Streetview or Google Maps page for that address
5 votes -
Page breaks on estimates or invoices
Right now if there are too many items or long item descriptions on an estimate or invoice then the page break cuts off some of the information and makes it difficult for contacts to read. We need that ability to insert page breaks to avoid this.
5 votes -
Email Subject Line Override on Financial Documents
The ability to have the email subject line populate instead of the default when sending an email from the financial documents directly.
5 votes -
Custom field pulls from estimate totals
Can there be a custom contact field that pulls from estimate and invoice totals (subtotal, section total, etc.)?
5 votes -
Accepting Down payments on jobs (Accrual basis of accounting)
Has anyone found a good work around for accepting down payments for jobs that will not start for at least 4-6 weeks. We are on the accrual basis of accounting and currently JobNimbus has us doing an invoice for the down payment then posting a payment against that invoice. This invoice transfers to Quickbooks as unearned revenue which is where it's supposed to go. W
Weeks later, when we start the job, we convert the estimate to an invoice when recognize the income. The problem is the people are getting confused as to what to tell the client they need…
5 votes -
Add digits after decimal on price.
Needs the digits on pricing to be more than just the two digits after the decimal point for insurance purposes.
5 votes -
Checkbox for Completing Work Orders
It would be very helpful to have a quick way to mark Work Orders completed, instead of "3 dots, Change Status, darn my mouse went too far...start over. 3 dots, darn...start over... 3 dots, gonna get it this time, Change Status, Completed. Wait until it processes. Move to the next one..."
If we could check a box, like Tasks, that would be great. Yes, I know, Tasks are simpler and Work Orders are more complicated, but in the settings when we go through the Workflow options, we could just have an option for which status the check box corresponds to.…
5 votes -
Invoice fields should be available as template fields
We would like to use the fields from invoices on a document template: Item, Description and Qty, because these are exactly the products that are being transported, and already exist as data.
5 votes -
Toggle on/off whether item name is shown on the estimate details page on NEW SALES EXPERIENCE.
Can you make it where we can toggle on or off to show the item name in the new sales experience? Right now it populates both the item name and the item description and it is not readable for a customer. We have all of our products and services built like the following:
Item name = {item number} {truncated item description}
Item description = {long item description}Example:
Item name= 2003 Hardieplank 8 1/4" CM Lap
Item Description = Hardieplank Lap Siding Select Cedarmill (Primed) - 8 1/4"In the New Sales Experience, in the estimate details page, the line…
4 votes -
Invoice Split Payment Terms - custom
With the custom terms on invoices - Please consider allowing us to put in custom amounts instead of percentages.
For instance we always collect the deduct separate when we do insurance jobs. It would be helpful to be able to have a custom payment due for the deductible amount.
4 votes
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