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Financials

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401 results found

  1. Pagination to Count All Document Pages

    the ability to adjust the page sequence that shows up on documents that include an {{estimate}} short code; currently, the pagination only accounts for the number of pages in the estimate, which is very confusing to recipients who have a 5 page document (for example) but are only shown pages 1/3, 2/3, etc. in the middle of the document itself, rather than 1/5, 2/5, 3/5 on all pages.

    2 votes

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  2. Select Recipient when Sending Financials

    It would be beneficial to be able to select which email you are sending a financial document to when sending directly from the financials tab.

    2 votes

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  3. 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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  4. Merging Estimates

    Make it so you can merge estimates

    7 votes

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  5. Add option for SREC Collateral amount on estimates & invices

    We need to be able to add an amount for SREC Collateral to an estimate total without it being part of the subtotal. This is similar to how to tax works except that it needs to be a input as a dollar amount that is determined by a formula, rather than a percentage.

    1 vote

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  6. 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.

    22 votes

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  7. Limit access to edit/update saves Templates

    When you have a saved template to use over and over again, I wish we could limit anyone under manager level from being able to edit/update those templates. This would prevent it from happening unless really needed.

    2 votes

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    0 comments  ·  Templates  ·  Admin →
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  8. Multiple Material Order Templates in One Material Order - Sections

    We are a fence contractor. We sell multiple types of fence. We have material order templates saved for easy ordering of types. Sometimes, customers have multiple style fences on their property. Adding a Template, to a tep[late, would allow us to only send one PO to a vendor instead of sending multiples everytime.

    1 vote

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  9. Turn off credit memo feature

    Turn off the credit memo feature.

    1 vote

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  10. 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 votes

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    0 comments  ·  Payments  ·  Admin →
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  11. 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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  12. Have taxes show on material orders

    I would like to have taxes show on material orders

    27 votes

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    Viewed  ·  2 comments  ·  Material Orders  ·  Admin →
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  13. 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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  14. Subcontractor Column In the Work Order Tab

    I would find it really useful to have a column for the subcontractor on the work order tab in my contacts and jobs.

    3 votes

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  15. Duplicate Work Orders

    I would like to be able to duplicate work orders like we can duplicate estimates. This will allow me to take a work order that our sales rep creates and duplicate it and edit it without loosing the original.

    19 votes

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    Viewed  ·  1 comment  ·  Work Orders  ·  Admin →
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  16. 3 votes

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    0 comments  ·  Work Orders  ·  Admin →
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  17. COMBINE MULTIPLE ESTIMATES IN ONE INVOICE

    COMBINE MULTIPLE ESTIMATES IN ONE INVOICE

    16 votes

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  18. Ability to add signature line to estimate template (with page breaks!)

    We send out a LOT of estimates every year, so it would be extremely cumbersome to generate a new document each time someone approves an estimate in order to create a contract. Instead, we add our contract language to every proposal and have signature lines at the bottom. In most cases, this runs onto two or more pages so we include the estimate number for easy reference below the signature.

    That said, we need the customers to be able to esign!! Can we please add this functionality to estimates? It would be extremely helpful to also add pagebreaks to help…

    29 votes

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  19. Use multiple templates in one estimate

    We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.

    27 votes

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  20. Ability to duplicate estimates and save under a different job

    It should be a no brainier but it's impossible! I have multiple jobs that I need to create a similar estimate for. I don't want to create an estimate template. I just want to duplicate the estimate and assign to a different job.

    13 votes

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