Workflow for the consultant center

Consultants

Nimble accounting offers precisely dedicated module for staffing industry accounts. Setup page offers “consultants” feature where you can update all your information at one shot which saves you lot of time and effort.

Create and Track from One Place:

Add or place consultants with personal, billing, pay and Sales Team details.
Navigation to new Timesheet, Invoice, Bill and Payroll.
View Profitability, transactions, history and outstanding reports easily.
Easy place to new customer and auto bench information.

Enter Time

Enter time sheet of your consultant in easiest way. You can also send the time sheet link to the consultants or customers to fill and you can approve it. Once the timesheet is tracked rest of the process is automatic.

Automate your Accounting Process:

Track hours for Regular and over time by you or consultants.
Enjoy Auto invoice, Bill, Payroll and Commissions payments.
You can aware about your unbilled income and expenses also.

Invoicing

Nimble accounting offers you the best way to prepare and send invoices. Where you can perform quick invoice and mail it by attaching the required files.

Automate your Accounting Process:

Raise invoice automatically with timesheet hours.
Mail it with auto attachment of timesheet.
Quick follow-ups to customer by AR report and widget.
Go easy on excess and underpayment invoices.

Bill

In some cases, you may hire consultants from other vendors to offer services to your customers. In that case, you have to pay bills to your vendors.

Billing Process:

Enter vendor Bills with timesheet hours.
Go easy with over and partially paid bills.
Quick follow-ups to the customer by AR report and widget.
Get updated info on vendor payables.

Payroll Entry

Payroll entry is to process the salaries or wages to consultants and employees, and to pay company taxes automatically.

Payroll Entry:

Process payroll with tracked hours for W2 and OPT.
Integrated tax engine for real time tax rates.
Portable to Import ADP & QB processed payrolls.
Easy separation of liabilities to pay.

Commissions

Commissions are paid to the outperforming employees of the organization as a token of encouragement. The commissions can be calculated and paid in various ways in nimble, as fixed amount / flat rate / percentages on margin amount.

Payroll Entry:

Pay the commissions on Invoice or Received payments.
Pay the Commissions through Bill, Journal and Check entries.
Pass Accrued commission entries for effective accounting.

Dashboard / Reports

Dashboard offers a clear picture of business financial information. Where the user can view the end reports as per their need and can go to scratch from this page. It offers a complete integrated report of multiple organizations and profit centers on single screen. This screen is customizable with dates and chart types.

Dashboard / Reports:

Business Summary with bank, AR, AP and consultants wise details.
Revenue details & Billed vs Unbilled for consultant wise income.
Alerts and Notifications on dues, VISA expiry and pending invoices.

Tools

Tools & utilities offer you an extended option for easy account calculations and effective bookkeeping.

Quick Tools & Utilities:

Pass Accrual entries for un-billed Revenue and Payments.
Bank Feeds to get auto bank transactions with reconciliation.
Assumption based budgeting and Forecasting.
Easy Transactions with Purpose based accounting and adjustment.
Customize P & L with your own chart of accounts.

Workflow

Consultants

Time Entry

Invoicing

Payroll

Commissions

Bill

Dashboard/Reports

Tools

Consultants

Enter Time

Invoicing

Bill

Payroll Entry

Commissions

Dashboard / Reports

Tools