Financials
406 results found
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Single grouped price in estimates
What I need is for it to show individual quantity for each item but not price just a total group price. I don’t want to show what each item cost, just how many the estimates includes but I do what to show the Toal for that group.
3 votes -
Adding new Items
You can only add an items at the bottom of your template. It then needs to be moved up into the appropriate place in the list of items. The only way of doing that is to use the double-headed arrow on the left of the item. You can only move it up within the same screen, one step at a time. If you try to move it higher in one go, it goes straight to the top and you have to move it down again. Even my "coach" at Job NImbus admitted this is a clunky process. Not difficult but…
1 vote -
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 vote -
Bulk Edit on estimates, invoices, and work orders.
I would like to have the ability to click on multiple line items in an estimate, invoice, or work orders and delete them all at once. Right now we have to manually click on the X to the left of every item. This would save lots of time
8 votes -
Click and drag financial line items
Being able to click and drag financial line items
2 votes -
Include Saved Work Order name as header in Work Order section
I would like to include "Saved Work Orders" as a header in the Work Order section so I can view what that Work Order is for from the list.
1 vote -
Customize Material Order templates
I would like to have more customization abilities with material order templates like using a Purchase Order instead of the Material order number and setting up a Delivery date instead of using the date the material order was created
1 vote -
Estimate Attach to Financials
I'd love it when an Estimate is attached as a document that it pull up in the Financials tab. Same with Material Order.
2 votes -
2 votes
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Manually able to enter Invoice Number or Job number on Estimates/invoices
I would like to be able to manually enter job numbers on invoices and estimates approved. We give numbers for multiple locations so this causes and issue. It's creating an invoice number that isnt' "real" so our customers are confused.
5 votes -
Budget Line items added in settings need to show in estimates.
Budget Line items added in settings need to show in estimates. If you add a line item within the Budget settings it will not show in the budget if you are converting an estimate. It also deletes and goes away if you create one manually and then decide to use an existing estimate.
2 votes -
Attach Estimates to Invoices like on Documents.
The ability to attach an estimate to an invoice, just like you can to a document.
1 vote -
work orders based on the financial status
Logo would like to run a work order report that tells them they received money on jobs that are completed.
1 vote -
One location for Work Orders
Logo would like to create a work order without it populating under documents.
1 vote -
Change Order Template
A change order template similar to Work orders and Material Orders with all the same automations.
Possibly ability to send for a signature? Maybe by attaching to a document?
7 votes -
1 vote
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Have totals for multiple material orders displayed within financials
I would like to be able to view the total cost of multiple material orders made for a contact/job AND have that automatically applied to the budget.
1 vote -
Add more Budget Information to Work Orders
I would like to add a internal description box to the budget field for work orders. This field would be used as a way to distinguish which budget is being viewed without having to click the hyperlink to see it. Essentially like a summary/overview of the budget/ area to enter in notes about the budget internally, so that the PMs and Finance people can make communication easier between these two typically siloed departments.
1 vote -
Print Material Order from Edit page
Be able to print the material order from the "Edit" page and not from viewing/downloading PDF. Reason being is so that the pricing pulls into the printed version.
1 vote -
Save Feature
I'd like to have the option to SAVE my documents/ estimates/ invoices while I'm working on them (without it closing on me); Sometimes they are quite long and I've accidentally closed the screen after spending a long time on entering information. The only option is to save and close now
4 votes
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