Financials
177 results found
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Add an overall markup to the estimate cost
I might be missing something, but the way it works now is to have a cost, then a price for each item, and the difference would be the markup. With this method, if our overhead changes, I would have to go through the whole products and services list, and increase the price for each item to compensate. If we could apply a markup directly to the total of the cost estimate, it would allow us to change the markup very easily on a job by job basis if we wanted too. Thanks
39 votesNot enough community interest.
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Combining existing estimates, invoices, material orders, financial records
I would like to be able to have the ability to combine something like two estimates together, or two invoices together. Basically be able to merge financial records for each type
7 votesMerged with other ideas, fixed, or declined.
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Options List in Template Questions
Options was taken out of the template questions area just a few days ago because it did not work. It shoudl be a easy fix to get it back in as it is an option on the Contacts Fields and Job Fields. In order to create good templates for field use, this option is highly needed! Also, the Boolean (Yes/No) option only displays "Yes" if checked, it does not display "No" if left unchecked on template questions.
Please get both of these items fixed. I should not be forced to use 3rd party integrations when I can create custom forms…
7 votesNot enough community interest.
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Custom Fields For Financials Templates
Let us put custom fields on estimates, material orders, and invoices.( that way we can put in colors, delivery dates, and other options.
7 votesNot enough community interest.
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Deleting images inside template Library
How do we delete images on email template library?
6 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Work Order Amount Payable Summary
I would like to be able to see how much I owe on the work orders that are completed
6 votesNot enough community interest.
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Separate Line Items on Estimate in Proposal
When adding an estimate to a Proposal, the estimate line items are not separated by lines or bullet points on the Proposal. I would like to have it reflect within the Proposal the same way that it does on the estimate itself, with the lines between each item.
5 votesThis will be addressed in the new sales experience.
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Gating on which Products and Services go to QuickBooks
All Products and services in JobNimbus sync into QuickBooks. Many of these are used only for Material Orders which do not sync to QuickBooks therefore they are not needed or used in QuickBooks. Users should be able to select which products do or do not need to go to QuickBooks.
5 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Add/ Change an Invoice status name
Would like to be able to change the preset invoices status. I would like it to say PAID instead of closed or even be able to add it as a status.
5 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Internal Notes for Product Items
Is there a way to make internal notes in the products and services cost catalog? I like to use it as a reference of when pricing was updated, part numbers on items quoted, and so on.
5 votesMerged with other ideas, fixed, or declined.
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Add Margin Adjustment to Templates
It would be beneficial to have the ability to adjust the page margins on templates.
5 votesMerged with other ideas, fixed, or declined.
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Custom Fields Inside Financials
I would like to have a way to add custom fields to my financial/payments section and be able to add those fields as columns.
5 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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The ability to clone an existing saved Material Order template
This would allow us to clone and and create a new saved template without having to start completely fresh.
5 votesMerged with other ideas, fixed, or declined.
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Automatic Recurring Invoicing
The ability to invoice clients automatically on a set date once a month. That way your company can have a steady cash flow, and so can your employees.
5 votesMerged with other ideas, fixed, or declined.
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Payments & Balance on Invoice Grid in Financials Tab
it would be nice when in the financial tab under invoice to see below the invoice any payments & what the actual balance is without having to actually click into the invoice.
5 votesNot enough community interest.
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Have Totals for Multiple Budgets
I have multiple budgets for some jobs and want to be able to see the total at the bottom when viewing the list of budgets on the Financials tab
4 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Expense Log/Tracker for jobs
I would like to be able to have an expense log/tracker built in JobNimbus where I can store all other expenses (ie gas, mileage, etc) that don't really count as items on a material/work order.
4 votesMerged with other ideas, fixed, or declined.
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Workorder Signatures
Melissa would like the ability to add a signature to workorders and documents just like the estimate feature that just rolled out
4 votesMerged with other ideas, fixed, or declined.
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Taxes on Work Orders
It would be beneficial to be able to include taxes on the work orders as it is on the other financial document templates.
4 votesMerged with other ideas, fixed, or declined.
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Email template field for remaining amount due on invoice
To have a email template field that would show the amount remaining due on the invoice.
4 votesMerged with other ideas, fixed, or declined.
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