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Financials

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401 results found

  1. 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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  2. 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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  3. 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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  4. the ability to send a work order the the person assigned

    once the work order is created and assigned, I want a way to track its progress. Once the WO is sent, that said person can open up the project and change the STATUS to start. When finished with the service he can change the service STATUS to completed. This would be good work flow to track services.

    1 vote

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    1 comment  ·  Work Orders  ·  Admin →
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  5. 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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  6. Taxes on Work Orders

    It would be beneficial to be able to include taxes on the work orders as it is on the other financial document templates.

    4 votes

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    2 comments  ·  Work Orders  ·  Admin →
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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 Margin Adjustment to Templates

    It would be beneficial to have the ability to adjust the page margins on templates.

    5 votes

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    0 comments  ·  Templates  ·  Admin →
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  9. 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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  10. 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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  11. 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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  12. Create paysheets

    The ability to create "Paysheets" for subs, sales reps etc.

    Currently, we have a "PaySheet" invoice we provide our subs with each check for every individual job they completed. The invoice is created under the contact of the project.

    A pay-sheet template would be awesome!

    3 votes

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  13. Edit Column Names on Financials

    It would be beneficial to have the option to edit the names of the columns on financial documents. We use hours instead of quantity & it'd be great to have the ability to change this.

    2 votes

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  14. 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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  15. 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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  16. 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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  17. Move "Due Today" to the top of Split Estimates

    when you use the "Split invoice" option and save at the top of the invoice it says amount due to be the full amount of the invoice and only at the bottom does it tell you the "due today" amount. This is creating a lot of confusion to our customers.

    It would be better to show the amount due at the top to be the "Due Today" amount instead.

    2 votes

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  18. 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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  19. Ability to Convert and/or Combine multiple Financial Documents into a Single Document

    We would like to be able to either combine multiple Financials into one (merge), while also seeing the option to convert two documents into a single document of another type.

    2 votes

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  20. 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 votes

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    0 comments  ·  Payments  ·  Admin →
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