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      Identify Your Oldest Unpaid Invoices With Nimbello

      A useful tutorial for generating a custom report to reveal your oldest unpaid invoices so you can work towards clearing them

      If you've been utilizing Nimbello for some time now, it's possible that there are invoices lurking in the system, quietly open and waiting for attention.  Certain situations may inadvertently lead to the accumulation of overlooked invoices within the platform. For instance, you might have already processed payments manually through your invoice system outside of Nimbello, leaving duplicate copies idle. Alternatively, invoices might be stuck in the Verification status with unresolved questions, which no one has followed up on. This further complicates your accounting processes and could potentially affect financial accuracy. Identifying and addressing these lingering invoices is essential for maintaining the integrity of your financial records and optimizing your AP processing efficiency.

      Let's jump right into the tutorial and work towards getting these taken care of.

      1. Go to Transactions > Search Invoice. Don't enter anything into the search fields, just do a blank search to show all invoices by clicking Search Invoices
      2. Wait for the page to load, it may take a while depending on how many invoices exist.  Scroll to the bottom of the page and click Excel Export.  We'll be working in Excel from here on.
      3. Next I'll make the sheet look a little bit nicer by clicking the top left button to "select all cells" and then double-click the the separator between one of the column letters, you can se that I have an arrow pointing between row D and E.  Doing this will expand the cell margins so that no data is cut off.
      4. If you don't see arrows next to the column headers, you may need to select row 1 and click Data and then Filter.  Mine already had filters upon import.
      5. We want to delete any rows that are already paid, so sort by "Status" and select all rows containing statuses for Manual, Posted, Paid, and Archived if present,  Right click one of the row numbers, and click Delete Rows.
      6. Lastly, sort by "Days Since last Action = Largest to smallest". Now you can see what all of your oldest invoices are in Nimbello, and can work towards clearing those.  Note: In my example I am working in a demo environment, you should not expect to have invoices that are 1,200 days old

      I hope you have found this tutorial useful.  If you have any questions or comments please feel free to send an email to support@nimbello.com