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Financials

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230 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. Merging Estimates

    Make it so you can merge estimates

    7 votes

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  11. 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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  12. 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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  13. 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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  14. 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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  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. COMBINE MULTIPLE ESTIMATES IN ONE INVOICE

    COMBINE MULTIPLE ESTIMATES IN ONE INVOICE

    16 votes

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  17. 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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  18. 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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  19. 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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  20. Print or Export Budgets

    I think this may be my third time posting about this. I'm just confused as to why this doesn't exist when the feature is already present in Job Nimbus.

    Budgets, currently as they stand, have no ability to be Printed or to be exported as a CSV (The Budget Report that would only show you the Totals and Profit of each budget is not an answer to this.)

    Every other Financial Document (Invoice, Credit Memo, Material Order, Estimate) can all be printed out in PDF format, but Budgets do not have this feature. But personally I would prefer it if…

    21 votes

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