Financials
13 results found
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Add a template to the budget area
It would be very helpful to be able to create and use templates for the budget area. For example, using different types of jobs like a residential shingle or commercial job, roof coating job, etc.
Where everything is added and prices are pulled from the product/services list and choose a template1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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View Budget Changes
I would like to be able to see the changes that were made on a budget like I can with invoices and estimates.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Commission changes logged in Activity
I would like better tracking of commissions on budgets. Specifically who marked a commission as paid/unpaid
3 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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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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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 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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Apply credit to budgets
Would like to be able to apply negative dollar amounts to budgets to reflect credits (ie material credits)
3 votesMerged with other ideas, fixed, or declined.
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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 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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Assign Custom Fields as Commission Recipients
Customer would like to be able to select a custom field as the recipient of commission in the budget feature, as they utilize custom fields to include names of field managers, appraisers, etc. who don't necessarily need to be added as a team member.
1 vote -
Financial items automatically added to an existing budget
Whenever anything is created inside Financials, it automatically is included on the budget. Ex.: I create a material order and it's total and number automatically is added as a line in a budget, or have an option to do include it without having to manually enter all of the information.
1 vote -
Budget Customize Setting
We would love to be able to customize the budget section under financials tab. Just like you can customize the "Credit Memos" and "Invoices" it would be helpful if you could do the same for budget. If that isn't possible at least putting "proposed price" on that section so that you can see at a glance what the proposed or for us sold price of the job was (see attachment for clarification). Also being able to add change orders into the budget would be super helpful.
2 votesNot enough community interest.
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