Financials
372 results found
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🪲Bug/Issue with Markup calculation in Reports🪲
I've stumbled across a bug where the markup calculation isn't able to generate because "Cost" and "Total/Revenue" are equal, despite cost being different in the estimate. After some research, the common denominator appears to be single line estimates where the Product has a UOM of "Item"
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 -
Separating material, labor and markup costs and prices per section option.
We typically send pricing for multiple scopes of work and when a job is completed and we're getting ready to pay our subcontractors we like to reference the initial estimate to see what we priced for true labor cost and we need to see it per section but right now the labor and material costs are for the entire estimate. An option to see the costs broken out per sections would be helpful.
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 -
Duplicate an Estimate
There is a duplicate feature, but it cannot be used to duplicate an estimate. It would be a lot easier to duplicate an estimate in case we need to move an estimate to another contact, a related contact, or second job under the same contact, etc.
5 votes -
Send email with multiple attachments that can be signed
Create email using a template then add an estimate and other documents that need to be signed. Currently 3 separate processes. Send an email, send an estimate with out the verbiage you need in body of email. The crest document and send that to be signed
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 -
5 votes
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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 -
Temporary Products
The ability to add products in estimates/invoices without saving the products permanently.
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
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