The Scenario
Your office manager pulls the accounts receivable report every Monday. The process: log into JobNimbus, filter invoices by status, scroll through the list, and manually build an Excel workbook with customer name, total, and created date so she can figure out which accounts to call first. This is the third Monday she has done it the same way.
The bad version:
- Open JobNimbus invoices. Filter to unpaid. Scroll. For each record, copy the customer name and paste it into the workbook.
- Go back to JobNimbus for the invoice total. Paste that. Go back for the date.
- After 30 minutes you have 40 of the 65 records. The last 25 have to wait until after the staff meeting.
Nobody is tracking collections during the gap. A customer who would have paid on a Monday call slips to Friday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to JobNimbus, pulls the invoice data you need, and writes it directly into your workbook — formatted and ready to work with.
Pull all JobNimbus invoices, filter to only those with status not paid, and write customer name, total, and created date into my Excel sheet, then add a Days Outstanding formula in column D based on today minus the created date.
What You Get
- Every unpaid invoice from JobNimbus written into the workbook — one row per record.
- Customer name, invoice total, and created date in the first three columns.
- A Days Outstanding formula in column D that calculates automatically as dates change.
- The full list in one pass, not a partial export that depends on how long you had time to scroll.
What If the Data Is Not Quite Ready
You want status included so you can filter further in the workbook
Some invoices may be in a Partial Payment state you want to handle differently from fully unpaid ones.
Fetch all JobNimbus invoices where the status is not paid and write customer name, invoice total, status, and created date into columns A through D of my Excel AR sheet. In column E, add a formula for days outstanding based on column D and today.
Totals include taxes and you need a pre-tax subtotal
Your controller needs to see the pre-tax amount for revenue recognition purposes.
Fetch all open JobNimbus invoices and write customer name in column A, pre-tax subtotal in column B, tax amount in column C, total in column D, and created date in column E of my Excel AR sheet.
You need to cross-reference against a customer list you already have
Your workbook has a Customers worksheet with account names in column A and assigned reps in column B. You want the AR report to include the rep name next to each invoice.
Fetch all open JobNimbus invoices and write customer name, total, status, and created date into columns A through D of my Excel AR sheet. For each customer name, look it up in column A of my Customers worksheet and pull the rep name from column B into column E. If no match is found, write Unassigned.
You want a summary section before the full detail list
Your controller wants a quick count at the top — number of open invoices, total outstanding, oldest invoice date — before the full list.
Fetch all open JobNimbus invoices. In rows 1 through 3 of my Excel AR sheet, write a summary: total number of unpaid invoices, sum of all unpaid totals, and the oldest created date. Then write the full detail list starting at row 5, with customer name, total, status, and created date.
Summary and detail in a single pull.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook your office manager uses for collections, then ask it to pull all open JobNimbus invoices and the aging formula in one step. See also how to export payments for reconciliation or the JobNimbus overview for Excel.