Financials
28 results found
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Budget Categories
Within a singular budget, there should be more categorical breakdowns in addition to Labor.
For example -- material category, labor category, overhead category. That way I can run an accurate report on Commissions paid/ unpaid, labor paid/unpaid, material purchased.1 vote -
Budget Payout Date Change
Coming from a business that has been operating and signed up with JobNimbus later on in the year, the budgets are being implemented to see what our profit to loss ratio is looking like as well as the evaluate expenses. When building these budgets the Sales Reps that have already been paid their commission on the job are getting confused because the "Mark Paid" button does not have an option to change the payout date. Especially if you are paying out 20-30 people as I do on Fridays, I would like to be able to back date for future date…
1 vote -
Breakdown of costs on budget report
way to show the costs within a budget broken down into each different cost that got to that total number.
1 vote -
More detailed Budgets
We would like to adjust our budget columns to allow more detailed data for us to see reporting per job.
We'd like them to be set up similar to Crystal Reports where we can have multiple lines for each trade, so "roofing" would have 2 columns, one for what we are charging, and one for our cost. Then "gutters" has the same 2 lines, o ne for what we charge, and one for our cost.
Then we'd like totals for both columns, to see our total cost and total charge so we can track more in depth what our profit…1 vote -
Expense entry
However I don’t see where you can do simple expense entry per job. Often there are additional one off expenses associated with jobs.
We primarily do simple residential roofs so it’s not efficient or necessary for us to build out a budget on every project. We just want a way to enter final revenue and expenses during and after a job is complete to track profitability.
Just a simple revenue expense / profit feature. Is that possible with system? Too cumbersome for our team to get overly complicated with data entry based on quantity of projects we do.
Example, residential…
1 vote -
Sort Option for EVERY Section
Every section of JobNimbus should have the ability to sort by status. We run into this issue a lot where we're working with a customer (ex. a major builder account) with many jobs. To have the ability to look under Financials and sort by "Open" or "Sent" invoices would save a ton of time. But the same thing is true for estimates, work orders, etc. Sort by status.
1 vote -
Be able to record commission overrides
Setup budget feature to track override commissions. There should be a separate configuration in the system for sales managers to designate an override amount so whenever anyone from their team gets a deal, they get a percentage.
5 votes -
Budget automation
Can the budget section be automated. Where it takes the totals of the estimate/invoice, commissions, work orders and material orders automatically. SO when ever you add a new work order or material order it updates the budget totals.....?
13 votes -
Add a Project location column mainly for Budgets
We have property management companies, some with up to at least 50+ properties. I can't tell which budget goes with what project/property without opening each one up! Please add a column, like the Internal Notes maybe, where we can at least put each address of each project!!! Thank you.
1 vote -
Commission changes logged in Activity
I would like better tracking of commissions on budgets. Specifically who marked a commission as paid/unpaid
3 votes -
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 votes -
Status option for budgets
To have a status option for budgets, like you do for an estimate/invoice. This way I can accurately determine what gross and net margins are, if there are jobs in the budget where costs have not been entered yet, because projects are not completed. The only way I can accurately get my margins correct is for me to filter by a completed job.
7 votes -
Material Tax on Budgets
Would like to include material tax on budgets
3 votes -
Ability to base budgets off invoices
Right now we have to create an estimate, convert it to an invoice, then change the status of the invoice to open. Lots of steps that could be reduced by having the budget run off of the invoices.
2 votes -
Apply credit to budgets
Would like to be able to apply negative dollar amounts to budgets to reflect credits (ie material credits)
3 votes -
More customizable, efficient, more friendly user budget feature,
Would like a more customizable, efficient, more friendly user budget feature.
Specifically would like the ability to add subtotal of all expenses for that job.3 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.
9 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 -
Percentage Rate Viewing Budgets
It would be incredibly beneficial to be able to have the percentage rates visible on my budgets outside of the editing view. It makes it difficult to have to select edit any time we want to know what the specific percentage rate is on a line item.
4 votes -
Print or Export Budgets
I think this may be my third time posting about this. I'm just confused as to why this doesn't exist when the feature is already present in Job Nimbus.
Budgets, currently as they stand, have no ability to be Printed or to be exported as a CSV (The Budget Report that would only show you the Totals and Profit of each budget is not an answer to this.)
Every other Financial Document (Invoice, Credit Memo, Material Order, Estimate) can all be printed out in PDF format, but Budgets do not have this feature. But personally I would prefer it if…
20 votes
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