Can I delete the consultant?

Yes, consultant can be deleted if and only if there are no transactions on the consultant, or else it will not be deleted.

Created a w2 consultant, but consultant profile is not listed in consultant?

• If consultant is created in Employees, such consultant information will not be displayed in consultant.
• Only Internal employees has to be created in Employees, whereas consultant has to be created from consultant only.

How can I export list of all my consultants?

• Navigate to ‘Reports’ from left side menu.
• Select ‘History and Lists’.
• Go to ‘Lists’ section.
• Click on ‘Consultant List Report’.
• Customize your options and click ‘Show’.

How can I see my consultant placement history?

• Navigate to ‘Consultants Screen’
• Select the respective consultant and click on view profile.
• Hit the History button to get detailed view.

How can I update c2c/1099 consultant profile?

• Navigate to Consultants, click on ‘View Profile’ and then ‘Edit’.
• Update/Modify the details of the consultant and click on ‘Update’.

How can I update w2 consultant profile?

• Navigate to Consultants, click on ‘View Profile’ and then ‘Edit’.
• Update/Modify the details of consultant and click on update.

To update advanced settings:

• Click on ‘Advanced Settings’ on consultant profile.
• Edit employee to update employee details.
• Edit customer to update customer details.
• Edit project to update project details.
• Edit OT project to update OT project details.
• Click on update.

How to add a new consultant?

Steps

• Navigate to ‘Consultants Screen’
• Click on + icon to Add new consultant.
• Select consultant type (w2/c2c/1099/perm/others)
• Input the personal, billing, pay and sales team details.
• Hit the ‘Save’ button.

How to add additional billing details for a consultant (working on multiple projects)?

• Navigate to ‘Consultants Screen’
• Select the respective consultant and click on view profile.
• Hit Edit button.
• In billing details section, check Add Additional Billing Details option
• Input ‘Billing 2’ details & click on ‘Update’.

How to capture consultants’ information like passport number, I9, I94, & their expiration date?

• Navigate to consultant profile from consultants.
• Click on advanced settings.
• Edit employee and select Employment Info tab.
• Input the required details and click on update.

How to configure commission details for employees/vendor/third party?

• Navigate to ‘Consultants’ > Consultant Profile
• Go to ‘Sales Team Details’, you can configure at time of New Placement of consultant.

(Or) If consultant is already created,

• Click on consultant profile and then ‘Edit’
• Click on ‘Set’ in sales team details
• Configure by selecting payable to, name, commission type, rate, etc.,

How to make consultant as Inactive?

• Navigate to ‘Consultants Screen’
• Select the respective consultant and click on view profile.
• Hit the Inactive button.
• Input the project end date.
• Click on ‘Save’.

How to modify/update billing (billing rate) details of the consultant?

• Navigate to respective consultant profile & click on Edit.
• In ‘Billing Details’ section click on Change Rate.
• Input new rate, from date and click on save.
• Hit ‘Update’ button.

How to modify/update pay rate of the w2 consultant?

• Navigate to respective w2 consultant profile.
• Click on Edit button.
• In ‘Pay Details’ section & click on ‘Configure Payroll Wages’.
• Click on change rate for the respective payroll item.
• Input the new details and save.
• Hit the ‘Update’ button.

How to modify/update purchase rate of the c2c/1099 consultant?

• Navigate to respective consultant profile.
• Click on Edit button.
• Go to ‘Pay Details’ section & click on change rate and input the new rate, from date and save, and click on update.

How to move w2 consultant to c2c and vice versa?

As time being, there is no provision for moving consultant from w2 to c2c and vice versa.

How to place a consultant in between project?

Go to consultant profile from consultants, and click on In Between Project to place consultant on Bench and input the project end date.

How to place a consultant on new project?

• Navigate to ‘Consultants Screen’
• Select the respective consultant and click on view profile.
• Hit the Place button.
• Input the end date for current project/bench/inactive.

How to place consultant on new project from Bench/Inactive?

• Navigate to ‘In Between Project’ tab of consultants

(Or)

• Filter the inactive consultant from consultants
• Click on view profile and click on ‘Place’ button
• Define the Bench/ Inactive End Date and click ‘Save’
• Now, update the new billing details of the consultant
• Click on ‘Save’ to place the consultant on new project

How/where to add OT pay details for W2 Consultant?

• Navigate to respective w2 consultant profile.
• Click on Edit button.
• Go to ‘Pay Details’ section & click on ‘Configure Payroll Wages’
• Add OT Payroll Item & define pay rate.
• Click OK & hit the ‘Update’ button.

How/where to add OT project details for W2 Consultant?

• Navigate to respective w2 consultant profile.
• Click on Edit button
• Go to ‘Billing Details’ section
• Select OT billing rate, income account
• Hit the ‘Update’ button.

I have already moved the consultant to Bench, but need to capture timesheets for old project. Is there way to do it? o Yes, navigate to consultant profile & click on history. o Click on Add for respective project in the time sheet column. o Update the ti

• Yes, navigate to consultant profile & click on history.
• Click on Add for respective project in the time sheet column.
• Update the time sheet information & click on Save.

Not able to add consultant?

• Please check your consultant count subscribed with Nimble.

Trying to create a new consultant, but unable to add / consultant already exist?

Cross check whether the consultant is on bench / inactive status, before adding a new consultant.

What are the pre requisites required for moving a consultant to bench/inactive?

• All information like timesheets, invoices, bills, and other transactions has to be captured before the consultant is moved to bench/inactive.

Any possibility to resubmit the timesheet by the consultant for already submitted period?

• Consultant can resubmit the timesheet using the same link received
• It’s possible if and only if timesheet entry submitted for that period is deleted
• If timesheet is submitted from ‘Consultant Login’ and in Unapproved State
• Consultant can modify the timesheet till its status has changed to approved

Consultant has ended up with one project and placed on new project. How to capture timesheets for old project?

• Navigate to respective Consultants & View profile
• Click on History
• Click on ‘Add’ button in ‘Timesheet’ column
• Enter the timesheet frequency and click on ‘Save’

How can I approve the timesheet submitted by consultant using send time sheet link / consultant login?

• Navigate to ‘Time and Payroll’ >> ‘Timesheet Entry’
• Click on ‘Show Search’
• Select the ‘Status’ & Filer the ‘Unapproved’ timesheets
• Click on ‘Edit’ icon of the timesheet entry that has to be approved
• Submitted timesheet details of the consultant with attachments will be loaded
• Click on ‘Approve’ button to approve the timesheet

How can I delete timesheet entry?

• Click on ‘Time & Payroll’
• Select ‘Timesheet Entry’
• Go to the particular timesheet
• Click on ‘Delete’ icon

Kindly note that, you can delete timesheet, if there is no invoice generated using that timesheet hours.

How do I know, when a consultant submits timesheet using send Timesheet Link / Consultant Login?

• Navigate to ‘Timesheet Entry’ from ‘Time and Payroll’
• Approved/ Unapproved status will be displayed in status column
• All the timesheets entries with unapproved status are submitted using Timesheet Link / Consultant Login.
• You can also navigate from ‘Reports’ > Customer, Vendor and Employee Reports > Time & Payroll > Unapproved Timesheet details
• You can customize & view the timesheet entries which are submitted by consultants using Timesheet Link / Consultant Login.

How to capture consultant OT hours in the timesheet entry?

• Navigate to Time and Payroll > Timesheet Entry
• Go to view grid section of Timesheet Entry screen

• Click on + icon in action column of respective date of time sheet entry

• Select project named as _OT, item

• Input OT hours
• Click on Save & Close.

How to capture Time sheet for a consultant?

• Navigate to ‘Consultants’
• Click on ‘Enter Time’ icon for the respective consultant
• Manage Timesheet here and Click ‘Save & Close’

How to configure Auto Timesheet for Consultant?

• Click on view profile of particular consultant in consultants screen
• Click on ‘Edit’ and go to ‘Billing Details’ section
• Update timesheet frequency and start date
• Select ‘Auto Send Time sheet’
• Time sheet links will be sent automatically to consultant Email ID

How to cross check whether timesheet hours are billed or not?

• Navigate to ‘Reports’ from left side menu
• Select ‘Staffing Reports’ tab & go to profitability section
• Click on ‘Billed and Unbilled’ report
• Customize your options and Click on ‘Show’

How to delete the timesheet entry submitted by consultant using send time sheet link/ consultant login?

• Navigate to ‘Time and Payroll’ >> ‘Timesheet Entry’
• Filter the timesheet entry by clicking on Show Search
• Click on ‘Delete’ icon of the respective timesheet entry to delete

How to search for particular time sheet entry of a consultant?

• Click on ‘Time & Payroll’
• Select ‘Timesheet Entry’
• Click on ‘Show Search’
• Customize the search options
• Click on ‘Go’

How to send a time sheet reminder for consultant?

• Go to Home Screen >> Time sheet widget >> click on pending count
• You’ll be navigated to ‘Pending Timesheet Details’ report
• Click on send in the reminder column of respective consultant
• Timesheet reminders will be sent

How to send Time sheet link for consultant manually?

• Click on ‘Time and Payroll’ in left side menu
• Select ‘Send Timesheet Link’ tab
• Select ‘Corporation’ name, ‘Customer’, ‘From’ & To date and click on ‘Go’
• It displays list of timesheets to be captured
• Select one or more consultants and click on ‘Send’
• Timesheet links will be sent for selected consultants

Is it possible to capture timesheet for custom period?

Yes, you can capture timesheet for custom period.

• Go to Time and Payroll > Timesheet Entry > Frequency
• Select the timesheet frequency here as ‘Custom’
• Select the start & end date of the timesheet in timesheet entry screen.
• Click on Save accordingly

Is it possible to edit/modify the timesheet entry?

Yes, you can do that if the invoice is not generated for that timesheet hours.

What is size, format and number of timesheets can be attached in time sheet entry screen?

• Allowed file types: jpeg, gif, png, xls, xlsx, doc, docx, pdf, txt, .xps, .zip, .rar and .csv
• Maximum each file size: 2MB
• Maximum file upload: 8
• Duplicate files will not be saved
• File name should not contain special characters, & # / \: * " < > |
• View will not be available for MS files.

What is the purpose of Billable in Timesheet Entry Screen?

• Billable option is used to check whether timesheets hours are billable or unbillable
• If billable option is selected for timesheet hours, those hours are considered for invoicing
• If billable option is not selected, then timesheet hours are not considered for invoicing

When I am trying to delete timesheet entry, it is saying “Time sheet cannot be deleted as its being used”?

On this scenario, you need to delete the invoice first to delete the timesheet entry.

Steps:

Navigate to ‘Invoice Entry’ >> Filter Particular Invoice >> Edit >> Delete

Now you’ll be able to delete the Timesheet Entry

Where can we attach time sheets of consultant?

• Go to ‘Timesheet Entry’ screen
• Click on ‘+Attachment(s)’
• Browse, upload & attach timesheets
• Click on ‘Save & Close’

Can I give discount or do any adjustments to raised invoice?

• Navigate to ‘Customers’ >> ‘Invoice Entry’ tab
• Select the invoice & click on Edit
• In the left side bottom, click on Adjustment/Discount
• Select Adjustment tab or Discount tab
• Click on Update

Consultant has ended up with one project and placed on new project. How to raise invoice for old customer?

• Navigate to ‘Customers’ >> ‘Invoice Entry’ tab
• Select Corporation, Profit Center, Invoice Date, Invoice Num, Customer, Consultant
• Beside Consultant Name, click on ‘Time & Expense’ icon
• Select the timesheet hours
• Click on Go
• Select all timesheet hours by clicking on ‘Select All’
• Click on Ok

How can I delete/ void an invoice?

• Yes, Click on ‘Customers’
• Select ‘Invoice Entry’ tab
• Click on ‘Show Search’
• Select particular Invoice & click on ‘Edit’ icon
• Click on ‘Void’ button to void or ‘Delete’ button to delete the invoice

How to attach if we miss attachments to the invoice and would like to send the same to customer?

Navigate to ‘Customers’ >> ‘Invoice Entry’ tab >> Select your Customer

Click on ‘Preview’ for the respective Invoice to send mail as an attachment

Click on Send to navigate to Mail Compose Popup >> Browse the missing attachment >> Click on Send button

How to generate and send an invoice for a customer?

Generating Invoice

• Navigate to Consultants >> Click on ‘Invoice Entry’
• Click on the Time & Expenses icon beside consultant field
• Select the timesheet hours to be invoiced
• Click on Go
• Select all timesheet hours by clicking on ‘Select All’
• Click on Ok

Invoice entry screen will be loaded with project, time sheet hours, description and total amount.

Sending Invoice

• Select Print Invoice and click on Save & Close
• You will get popup with invoice preview
• Select the template and select option
• Click on Send
• Mail compose popup will be displayed
• Customize your options
• Click on send to send invoice to customer

Note: Select Timesheet hours using time & expense icon only. Otherwise, timesheet hours will be in unbilled state.

How to raise an invoice to customer without timesheet hours?

• Navigate to ‘Customers’ >> ‘Invoice Entry’ tab
• Select Corporation, Customer, Invoice Date, invoice number, etc.
• Enter invoice description, quantity, rate, amount in the view grid
• Click on Add icon to add one more row
• Select ‘Print Invoice’ and click on ‘Save & close’
• In invoice preview, select the template and option
• Click on Send
• Customize your options in Mail compose popup
• Click on Send

How to raise multiple invoices in Nimble Accounting?

Using Invoice Automation, you can generate multiple invoices within single click.

• Navigate to ‘Customers’
• Select ‘Invoice Automation’
• And then, select Corporation, Profit Center and Customer: Consultant
• Click on ‘Go’
• List of invoices to be created will be displayed
• Select all or custom select and click on Create

How to resend an invoice to customer?

• Click on ‘Customers’ from left side menu
• Select ‘Invoice Entry’ tab
• Click on ‘Resend’ link
• ‘Invoice Preview’ will pops up
• Select the Template & checkout option
• Click on Send.
• Mail compose popup will be displayed
• Customize your options and click on send

How to search for a particular invoice?

• Click on ‘Customers’
• Select ‘Invoice Entry’ tab
• Click on ‘Show Search’
• Customize the search options
• Click on ‘Go’

Is it possible to modify the invoice?

• Yes, Click on ‘Customers’
• Select ‘Invoice Entry’ tab
• Click on ‘Show Search’
• Select particular Invoice & click on ‘Edit’ icon
• Update the invoice
• Click on Update.
  Note: You can send the updated invoice to customer by selecting print invoice or by clicking on resend link.

How to add a new Vendor?

• Click on ‘Vendors’ from the left-hand menu
• Go to Vendor section & click on ‘Add New’
• Fill-in the Vendor Information & other details.
• Click on Save

How to create a Bill for Vendors, C2C, 1099, Consultants?

• Click on ‘Vendors’ from the left-hand menu
• Go to ‘Bill Entry’ tab & click on ‘Add New’
• Click on ‘Timesheet’ >> Select your Vendor
• Click on Timestamp beside the Vendor Name
• Select the timesheet hours
• Click on Go
• Select all timesheet hours by clicking on ‘Select All’
• Click on Ok
• For general expenses: Click on Expense > select your Vendor > Purpose > Char Of Account > Amount & other details and create the bill
• Save accordingly

How to do the payment against the bills which were created for Vendors, C2C, 1099, Consultants?

Select your Corporation, Payee Name & other details

At the bottom you’ll see all the bills highlighted

Select the specific bill you wish to pay

Check & pay the Bill

Note: You can also track if you’ve received payment from the client or not.

How do I pay commission to my sales team?

• Click on ‘Commissions’ from the left-hand menu
• Select Corporation, Commission By, Name & Check the Invoice or Receipt option
• Select any one of the commission & Click on Pay
• Enter the ‘Commission Pay’ details & click ‘Check’ or ‘Journal’ or ‘Bill’
• Commissions will be paid to that respective sales team

How can I connect my bank to Nimble?

• Navigate to ‘Banking’ from the left-hand menu
• Go to Bank Feed & click on ‘+’ symbol to add new Account
• Now, click on ‘Add Bank Details’
• Proceed to click on ‘Continue’ button
• Select your Bank from the list
• If not listed go ahead and Search for the bank
• Enter the login credentials of the bank
• Click on Submit
• After the authentication, your account will be linked to Nimble Accounting successfully
• The bank accounts will be listed, from which mapping with Nimble can be done
• Select the ‘Sync Feed’ from date
• Finally, go ahead & click on Map Accounts

How do I Get Feeds in real-time?

• Click on ‘Get Feeds’
• Select your Corporation, Bank Account, Opening Balance, Statement Starting & Ending Date
• Click on ‘Get Feeds’

How do I start Bank Reconciliation Manual / Automatic?

• Navigate to Banking
• Click on Reconciliation
• Select ‘Corporation’, ‘Bank Account’, ‘Statement Ending Date’ and enter the mandate fields.
• Click on Continue to start comparing & matching your bank feeds with real-time statements
• For successful completion of reconciliation the difference should be Zero ‘0’
• Once, you’re done click on ‘Reconcile’

Note: Entries which were posted from the bank would be selected by default and an icon will display beside the check box to identify the transaction which is downloaded from bank feed.

How to map accounts?

• Click on Map Accounts
• Select the Corporation & Bank choice to map
• Click on Add Row
• Select your uploaded Bank Account details
• Click on ‘Map Accounts’

What Does Nimble Dashboard Offers You -

Access the ‘Dashboard’ from the right-side top of the homepage, beside the ‘Consultant Center’

6 Widgets Offered: Business & Resource Summary | Billed Vs. Unbilled | Revenue Details | Sales Performance | Expense Analysis | Profit & Loss

Graphical representation on Dashboard gives you the entire financial health of your Staffing Business. Besides overall revenue analysis, you can view the individual profitability of each consultant, know how your sales team is performing and get expenditure analysis. In fact you can drilldown to the transaction level and drive your business from there.

How to update or add any of accounting or any other information?

Navigate to ‘Masters’ from the left side menu

Here, you can edit or create details that include project, chart of accounts, credit days, invoice frequencies, visa statuses, etc.

Can we connect bank accounts to the Nimble and get feeds? If so, how many?

Yes, you can connect your bank accounts with Nimble and get bank feeds in real-time. Well, it’s limitless!

How many can access Nimble from the same account at a time?

Only one person can access Nimble from the same account created. However, individual logins can be created to Owner, Manager, Accountant and Consultant.

How to create a Check?

• Navigate to ‘Banking’ from the left side menu
• Click on ‘Check’ & then ‘Add New’
• Select your bank which is mapped to your account under bank feeds
• Enter Purpose, Chart of Accounts, Payee Name, Amount details
• Click on Save

How to create the invoices and send the follow up reminder emails to the customers?

Invoice Creation

• Navigate to Consultants >> Click on ‘Invoice Entry’
• Click on the Time & Expenses icon beside consultant field
• Select the time sheet hours to be invoiced
• Click on Go
• Select all time sheet hours by clicking on ‘Select All’
• Click on OK

Sending Follow-up Reminder Emails

• Navigate to ‘Profile’ icon, which is placed on the right-side top of the window.
• Click on ‘Alert Settings’
• Go to ‘AR Settings’ from the left side menu
• Configure the Follow-up Frequency Range
• Click on ‘Save’
• Now navigate to ‘Customers’ >> ‘AR Follow-up’
• Select Corporation, Customer and Consultant
• Click on ‘Get’
• As per the configuration, the system will display the overdue Invoice Information below.
• Expand them by clicking + and select the particular Invoices
• Click on Send.

How to delete a bank account from the connected bank feed when the account is closed?

• Navigate to ‘Banking’ from the left side menu.
• Go to ‘Bank Feed’ & Click on ‘Map Account’
• Select the ‘Corporation’ and ‘Bank Login’
• Now, click on ‘Remove Login’
• Enter the Password & click on OK

How to pass on Journal Entry?

• Navigate to ‘Journal Entry’ from the left side menu
• Click on ‘Add New’
• Select Corporation > Mention Journal Entry Number
• Define Purpose, Chart of Accounts, Name, Amount, etc.
• Click on Save

How to print checks from Nimble?

• Navigate to ‘Banking’ from the left side menu
• Click on ‘Print Checks’
• Select your Corporation, Bank Account, Starting Check Num
• Click on ‘Get’ button
• Select all your checks and print them all at once

I forgot my password. How do I reset it?

In the Nimble login page, you can click on “Forgot Password” and enter your registered Email Address. Click on “Send Me Instructions”, from which you will receive an email that directs you with password recovery.

Is payroll processing possible with Nimble?

No, you cannot process the Payroll with Nimble but you can create or import processed Payroll information into Nimble.

What are some of the online reports available in Nimble?

80+ Exclusive Reports are accessible for you on Nimble. Some of the important reports include Profitability, Sales Team, Commissions, LCA/GC Compliance, AR/AP Aging, Time & Payroll and Combined Intercompany etc.

Can we upload the consultant, customer and vendor information files/documents in the system? If so, is there any limit in attaching files?

Yes, you can upload the information of consultants, customer and vendor information individually. The limit is of 8 Files or Documents as an attachments.

Do we get any notification that alerts us regarding consultant related information (i.e., Visa Expiry, Project End Dates, and COI Expiry)? If so before how many days system will notify us?

Yes, you do get real-time alerts on Consultants’ Visa Expiry, Project End Dates and Certificate of Insurance (COI) Expiry details, everything on the Notification Widget on the Home Screen. As per the configuration by the user, the notification days can be differed.

How can I monitor my company’s performance on fingertips?

Nimble’s Intuitive Dashboard gives you detailed insights and key financial parameters of your company, making it accessible anytime and anywhere. Analyze your overall business performance in a consolidated view within fingertips on the insightful dashboard.

How do I measure my consultant profitability?

Yes, you can measure your consultant-wise profitability just within few clicks.

Steps to Follow –

• Navigate to ‘Reports’ section > Staffing Reports > Profitability
• Here, you can check the profitability of you consultant based on your time frequency.

How secure is my data in the cloud? If the system crashes what is the security for data and process for backup?

Your data is safe & secure! The database is cloud hosted on most secured server –

‘Google Cloud’, keeping it confidential. It doesn’t impact even if your system is going to crack and the system does the backup on regular intervals (Daily, Weekly).

How to create the user and assign the privileges as per the Role?

• Navigate to ‘Admin/User’ and enter mandate details
• Select your Corporation & check mark ‘Send an email to User’
• Confirm and Save accordingly
• Now go to ‘User Privileges’ > Select the User
• Assign Privileges based on your preference
• That should do it!

How to keep track of my company’s expenditure?

Just few clicks away to track your company expenses on Nimble’s Customizable Dashboard. You get access to corporation-wise break up of expenses in a graphical representation, allowing you to drilldown to its transaction level.

Is there any approval system for the unapproved timesheets which were sent by the consultant using ‘send time links’ or ‘consultant logins’?

Yeah, we’ve an approval system for the timesheets submitted by your consultants.

• Navigate to ‘Time and Payroll’ >> ‘Timesheet Entry’
• Click on ‘Show Search’
• Select the ‘Status’ & Filer the ‘Unapproved’ timesheets
• Click on ‘Edit’ icon of the timesheet entry that has to be approved
• Submitted timesheet details of the consultant with attachments will be loaded
• Click on ‘Approve’ button to approve the timesheet

80+ Exclusive Reports for Staffing

Reports section is divided into 4 sections:

1. Staffing Reports
2. Customer, Vendor and Employee Reports
3. Accountant and Financial Reports
4. History and Lists

Accountant and Financial Reports

Track your financial, Intercompany, Banking, Accountant and Reconciliation reports here in this section in an accurate manner.

Financial

• Profit and Loss - Standard
• Profit and Loss – Details
• Combined PC Profit and Loss
• Balance Sheet

Accountant

• Journal Report
• General Ledger
• MAS Ledger
• Trial Balance

Banking

• Bank Book
• Credit Card Details
• Check Register
• Check Details Report
• Deposit Register
• Deposit Details

Reconciliation

• Reconciliation Summary
• CC Reconciliation Summary
• Cleared Transactions
• Uncleared Transactions
• Reconciliation Details
• CC Reconciliation Details

Inter Company

• Combined Profit and Loss - Standard
• Combined Balance Sheet
• Combined Trial Balance
• ICFA Ledger Report
• Combined Corp and PC wise Profit and Loss

Customer, Vendor and Employee Reports

Checkout the crucial reports of your Customers, Vendors, Employees and Time & Payroll here. Listing out detailed view below,

Customer

• A/R Aging Summary
• A/R Aging Details
• A/R Aging Summary By Transaction Date
• A/R Aging Details By Transaction Date
• Cust: Resource Wise Aging Details
• Invoice Summary
• Invoice Details
• Receipt Details
• Customer Summary
• Customer Transaction List
• Customer Contact List

Vendor

• A/P Aging Summary
• A/P Aging Details
• A/P Aging Summary By Transaction Date
• A/P Aging Details By Transaction Date
• Vendor Wise Aging Details
• Bill Summary
• Vendor Summary
• Vendor Transaction List
• Vendor Contact List
• Expenditure Summary

Employee

• Employee Time Sheet Summary
• Employee Time Sheet Details
• Employee Contact List
• Employee Transaction List
• LCA(state)_Vs_YTD
• LCA(GC)_Vs_YTD
• LCA(STATE) and (GC)_vs._YTD

Time & Payroll

• Time sheet Summary
• Time sheet details
• Unapproved Time sheet details
• Payroll Summary
• Payroll Summary by State
• Payroll Summary by Pay Date
• Payroll Item Details
• Payroll Item List

History and Lists

Perform a detailed analysis and report tracking on your transactions, combined profit & loss, placement history and much more here in this section.

Lists

• Chart of Accounts
• Project
• Month Wise Placement Details
• Recurring Transaction
• Void Transaction
• Others Transaction
• Other Contact
• Consultants by Sales Team
• Consultants List Report
• Active Consultants List
• Holidays List

History

• Placement History Report
• Rate History
• Commission Rate History
• MAS History
• Markup History

Customized

• P and L-Standard
• Combined P and L-Summary
• Combined P and L-Details

Staffing Reports:

• Staffing Reports: Never like before, you’ll get an access to very essential Staffing reports here. Under this section, there are three categories –

Profitability | Sales Team Revenue | Commissions

Profitability: Know How Profitable You are!

• Profitability Report
• Month Wise Profitability Report
• Billed and Unbilled
• Billed and Unbilled As of Date
• Profitability Detail Report
• Paid and Unpaid
• Paid and Unpaid Details

Sales Team Revenue: Check Your Sales Team Performance!

• Manager Summary
• Recruiter Summary
• Representative Summary
• Manager Details
• Recruiter Details
• Representative Details

Commissions: Calculate Your Commissions with ease!

• Accrued Commission Details