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 a spreadsheet 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 sheet.
- 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 Google Sheet. It connects to JobNimbus, pulls the invoice data you need, and writes it directly into your sheet — formatted and ready to work with.
Fetch all JobNimbus invoices and write the customer name, invoice total, status, and created date into columns A, B, C, D of my AR sheet.
What You Get
- Every invoice from JobNimbus written into the AR sheet — one row per record.
- Customer name in column A, invoice total in column B, status in column C, created date in column D.
- The full list, not a truncated export. If there are 65 records, 65 rows appear.
- No intermediate CSV, no reformatting step. The data lands in your sheet ready to sort, filter, or add formulas to.
What If the Data Is Not Quite Ready
You only want the unpaid ones, not the full list
If the sheet is for collections follow-up, paid invoices are noise.
Fetch all JobNimbus invoices, filter to only those with a status that is not paid, and write the customer name, total, status, and created date into columns A, B, C, D of my AR sheet.
You need a Days Outstanding column added automatically
You want to know how old each invoice is without doing the math yourself.
Fetch all open JobNimbus invoices and write customer name, total, status, and created date into columns A, B, C, D of my AR sheet. In column E, add a formula that calculates the number of days between the created date in column D and today.
Invoice totals are in different currencies
Your customer base spans multiple regions and some invoice totals come back as USD while others are in CAD or GBP.
Fetch all open JobNimbus invoices and write them into my AR sheet. For any invoice where the currency is not USD, convert the total to USD using today's exchange rate and add the original currency and original amount in columns E and F.
You want to cross-reference against a customer list you already have
Your sheet has a Customer tab with a column of account names and their assigned rep. You want the AR report to include the assigned rep name pulled from that tab.
Fetch all open JobNimbus invoices and write customer name, total, status, and created date into columns A through D of my AR sheet. For each customer name, look it up in column A of my Customer tab and pull the assigned rep from column B into column E of the AR sheet. If no match is found, write Unassigned.
One prompt handles the pull, the lookup, and the join. The data arrives already connected.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet you use for collections tracking, then ask it to pull all open JobNimbus invoices directly into your AR tab. See also how to export payments for reconciliation or go back to the JobNimbus overview.