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Financials

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256 results found

  1. Add Past Due on Invoice Terms

    It would be beneficial to add a Past Due option on the terms drop-down for invoices so that we can specify to customers when their payments are overdue.

    9 votes

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  2. Sections that group line items together

    I think it would be immensely helpful for sections to group the line items together. Doing this would open up a whole list of possibilities, including:

    -moving whole sections together instead of one line item at a time
    -mass deletion of sections
    -adding line items to specific sections
    -creating work orders off of individual sections
    -creating "pre-made sections" to add to estimates

    Doing sections like this would solve a lot of issues my company has and covers some issues other posters have pointed out as well. Specifically, this would allow a more building-block way of making estimates so we could…

    21 votes

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    1 comment  ·  Admin →
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  3. Create Partial Invoices from Estimate

    Create partial invoices from estimate to later combine and create a final invoice. All invoices will be sent to the contact.

    6 votes

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  4. Add discounts field to estimate and/or invoice

    Being able to add % discount as a field or drop would help the sales team be able to function better in the house.

    7 votes

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  5. Allow Special Instructions section to be removed from Estimate templates

    Would like to eliminate sections from my Templates in order to avoid blank pages in my Estimates when the Special Instructions field is empty

    6 votes

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    0 comments  ·  Templates  ·  Admin →
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  6. Built in calculator on estimates & invoices

    I would like to be able to add, subtract, multiply, and divide in the price box when creating an estimate or invoice.

    4 votes

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  7. Show which document is related when converting

    Would like to see the Work Orders reference which estimate they were converted from for instances where there are multiple estimates and multiple work orders

    4 votes

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    1 comment  ·  Work Orders  ·  Admin →
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  8. Add an option to show line totals on work orders

    Add an option to show line totals on work orders

    7 votes

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    3 comments  ·  Work Orders  ·  Admin →
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  9. Add an option to create custom design templates for financial documents such as Material Orders, etc.

    Add an option to create custom design templates for things like Material Orders, etc.

    4 votes

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    1 comment  ·  Templates  ·  Admin →
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  10. 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

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  11. Ability to change UoM on estimates when using a saved estimate template

    I would like to have the ability to change the UoM on line items within a saved estimate template when creating a new estimate. It currently only shows the UoM that was saved with the template and not all of the options available. We have to delete the line item and add it back to get the UoM options.

    13 votes

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  12. Add Contact Info to Invoice Reports

    It would be highly beneficial to be able to include the specific contact information to Invoice reports ie: address, email, phone number.

    3 votes

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  13. Add Company Name to Payment Receipt Emails

    The Company Name needs to be included on the payment receipt emails that are sent by WePay.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  14. Add multiple templates within one Work Order - Sections

    I would like to add more than one saved template to the work order from the drop down template menu. this would allow us to compound the templates together on the work orders and build them faster.

    2 votes

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    0 comments  ·  Work Orders  ·  Admin →
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  15. Invoice fields should be available as template fields

    We would like to use the fields from invoices on a document template: Item, Description and Qty, because these are exactly the products that are being transported, and already exist as data.

    5 votes

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  16. Merging Estimates

    Make it so you can merge estimates

    7 votes

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  17. Revise Quotes and add revision number

    It would be great if we had an option to create a revised quote from an existing quote. Numbered like this original # 1000 revised # 1000-2. That way we could keep the original. I've had to revise quotes a number of times and a couple of times I had to revert back to original.

    23 votes

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  18. amounts due as a dollar amount $ instead of a percentage%

    When entering an invoice and there is the split option on top, it allows only for percentages to be collected, not dollar amounts. Sometimes we collect the deductible up front which is a dollar amount. Or, we will collect an amount upon delivery of materials, but I have to calculate what that percentage is because we cannot put in a dollar amount

    11 votes

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  19. Have taxes show on material orders

    I would like to have taxes show on material orders

    28 votes

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    Viewed  ·  2 comments  ·  Material Orders  ·  Admin →
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  20. Automatically change Work Order Status when Emailed

    Automatically change the status of a Work Order statues to "In progress" when emailed.

    7 votes

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    0 comments  ·  Work Orders  ·  Admin →
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