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

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

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.

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.

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.

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

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!

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.

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

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.

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.

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.

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.

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

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

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.

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.

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.

Create credit memo that is allocated against the invoice to reflect refund.

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.