Financials
11 results found
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Re-enter account/routing number for JobNimbus Payments
On the payment screen, have a field to enter the account number a second time to verify they match. That is what the issue has been for our returned payments and would avoid this from happening as often.
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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Avoid duplicate reference numbers
When I log a payment for an invoice, and it makes me type in a reference number, I am afraid I will run into duplicates. Can you have it alert you if a reference number has previously been used?
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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Remove Collect a Payment Button on Paid in Full Invoices
In the Payments Portal, after collecting a payment and paying an invoice in full, it still gives the option to collect a payment. Once paid, it shouldn't give the option to collect a payment again as it is very confusing.
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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Report on unapplied payments
I would like to create a custom payment report that allows me to filter by applied and unapplied payments
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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1 vote
This 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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Customer info on withdrawals
I would like to include the customer name on the withdrawal reports in the JobNimbus payments portal.
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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IINK--
I would love it if yall did business with IINK!!! lots of us PA's and contractors use IINK and it would be awesome if this was part of your system as well.
1 voteClosing 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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Way to log Refund.
The ability to log a refund within JobNimbus.
1 voteClosing 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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Enable Customer Autopay
The ability to enroll homeowners in an autopayment plan, so that when we set terms as due monthly the customer doesn't have to manually make that payment each month.
1 voteMerged 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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Option to remove "None" as a payment method or change the default/first option in list
The new payment method option "None" has been creating problems with or processes. We need a way to either remove it or have "Check" or "Credit Card" as the default/first option on the list.
3 votesMerged with other ideas, fixed, or declined.
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