VLOG Thursday 268: InvoiceNinja V5, UniFi, Projects, Errata, and Q&A [YouTube Release]

Youtube Releases
1

Additional Resources:

https://www.linkedin.com/in/lawrencesystems/

Connecting With Us

Lawrence Systems Shirts and Swag

►👕 https://teespring.com/stores/lawrence-technology-services

AFFILIATES & REFERRAL LINKS

Amazon Affiliate Store
:shopping_cart: Lawrence Systems's Amazon Page

All Of Our Affiliates that help us out and can get you discounts!
:shopping_cart: https://www.lawrencesystems.com/partners-and-affiliates/

Gear we use on Kit
:shopping_cart: Kit

Try ITProTV free of charge and get 30% off!
:shopping_cart: Learn technology and pass IT certifications with ITProTV

Use OfferCode LTSERVICES to get 10% off your order at
:shopping_cart: https://www.techsupplydirect.com/

Digital Ocean Offer Code
:shopping_cart: DigitalOcean | Cloud Hosting for Builders

HostiFi UniFi Cloud Hosting Service
:shopping_cart: HostiFi - UniFi Cloud Hosting

Protect you privacy with a VPN from Private Internet Access
:shopping_cart: Buy VPN with Credit Card or PayPal | Private Internet Access

Patreon
:moneybag: lawrencesystems | creating Tech Tutorials & Reviews | Patreon

2

Thanks for the video. The only things keeping us from using invoice ninja are the following. Curious how you handle @LTS_Tom

  1. Sales tax reporting. We have multiple taxing jurisdictions (different rates based on county) and invoice ninja 4 did not seem to handle this very well if at all. . How do you handle sales tax reporting.?

  2. Payments via check. I know in the past you said you just download transactions from your bank and import into kmymoney. But how do you handle flagging payments made by customers using checks since invoice ninja does not automatically do that. Do you manually go into invoice ninja and flag it as paid?

  3. Time tracking. Do your techs use invoice ninja time tracking? If not how do you track time worked on consulting?

Thanks Tom.

3

Invoice Ninja does track sales tax and has a report as well. Payments via check are manually input into our system, we receive many per month and it is not over baring. And yes, we use time tracking and it works very well. If you have questions you can always reach out to me.

1 Like
4

Thanks Brett. Interesting. The sales tax issue for us was that in our state (NY) there are multiple taxing jurisdictions by county so the rates are different depending on where the customer resides. Version 4 did not handle this well so we will check this out in 5. We use qb on prem (not qbo) and the lack of integration with a back end accounting system is a concern especially regarding sales tax reconciliation which is automatic in qb. I know there are invoice ninja integrations for QBO using zapier but we are on prem qb which does not exist.

I am going to revisit invoice ninja. I really like these guys and the product and would like to find a way to use it. Perhaps just some slight modifications to internal procedures. With the latest draconian changes with intuit I would love to jettison QB all together but our accountant loves it when we send them our accounting copy at the end the year.

I really appreciate your response.