Financials
70 results found
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PDF's compatible with Blue Beam
Would like to be able to have all PDF's created from JobNimbus compatible with Blue Beam, which is what our customer uses to view all PDF files.
1 voteMerged with other ideas, fixed, or declined.
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Change Order of Template Drop Down.
The ability to change the order of the template drop down menu when making an invoice.
1 voteMerged with other ideas, fixed, or declined.
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Ability to adjust Documents sizes
Have the ability to change the view of documents to a larger scale. Currently, documents such as estimates and invoices are too small and hard to see.
1 voteMerged with other ideas, fixed, or declined.
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Ability to remove the need to approve estimates
It would be nice if would could choose whether or not estimates need to be changed to approved after coming in to JobNimbus.
1 voteMerged with other ideas, fixed, or declined.
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Custom Invoice
In a custom invoice report: It would be helpful to have an option that shows the number of days between the invoice created and paid.
1 voteMerged with other ideas, fixed, or declined.
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Rename Surcharge on Invoices
When using Global Payments and passing the fee on to the customer it automatically calls it a surcharge. It would be nice to be able to rename that category in case we would like to call it something different. In Texas you're not allowed to charge customers the credit card payment fee, so we usually call it something different.
1 voteMerged with other ideas, fixed, or declined.
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Line items only on custom document templates
When loading an estimate into a custom document, the ability to only show line items instead of all the extra information on the estimate template.
1 voteMerged with other ideas, fixed, or declined.
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Make Markups Visible on the customer side of an estimate
I would like to have the option to display the markups on an estimate. So I can view the markup info when I download the .PDF version.
1 voteMerged with other ideas, fixed, or declined.
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Have the Item/Section name section expand when creating financial docs
When creating an estimate, it would be great to have a way to expand the section item name size? Much like you are able to expand the description section to be able to view more than one line.
1 voteMerged with other ideas, fixed, or declined.
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Batch Printing
Be able to have the option to print off invoices in batches. Logo currently has to go into each contact and print of each individual invoice.
1 voteMerged with other ideas, fixed, or declined.
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Create a running total in an Invoice
Create a "running total" on an invoice
1 voteWasn’t able to verify exactly the need here. I believe it is around Job Costing, which we have another idea for.
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1 vote
Merged with other ideas, fixed, or declined.
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1 vote
Merged with other ideas, fixed, or declined.
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Ability to change stamp on invoices
Sometimes the "PAID" stamp on an invoice is not applicable, like when there are progress payments or if an invoice is cancelled. It would be nice to be able to toggle the stamp on or off on an invoice, or even have the ability to change it to another stamp. "DRAFT", "CURRENT", "CANCELLED", etc.
2 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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Show monthly cost in estimates when financing
Show estimated monthly payments in the estimates template when offering financing.
1 voteMerged with other ideas, fixed, or declined.
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Estimate Edit & View Screens
On estimate edit screen: Add cost total and margin columns to each line item.
On estimate view screen: Show job cost, markup, profit, total price & total margin (in other words, have the view screen include what the edit screen has)
1 voteMerged with other ideas, fixed, or declined.
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Click and drag financial line items
Being able to click and drag financial line items
2 votesMerged with other ideas, fixed, or declined.
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Attach Estimates to Invoices like on Documents.
The ability to attach an estimate to an invoice, just like you can to a document.
1 voteMerged with other ideas, fixed, or declined.
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Edit Column Names on Financials
It would be beneficial to have the option to edit the names of the columns on financial documents. We use hours instead of quantity & it'd be great to have the ability to change this.
2 votesMerged with other ideas, fixed, or declined.
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Move "Due Today" to the top of Split Estimates
when you use the "Split invoice" option and save at the top of the invoice it says amount due to be the full amount of the invoice and only at the bottom does it tell you the "due today" amount. This is creating a lot of confusion to our customers.
It would be better to show the amount due at the top to be the "Due Today" amount instead.
2 votesMerged with other ideas, fixed, or declined.
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