All articles
453 articles.
Getting Started7
Using the Platform91
- Accounting
- Adding an employee
- Adding and merging customers
- Artifacts
- Attaching a file to the chat
- Attaching a receipt to a transaction
- Bank reconciliation
- Banking health
- Bills and payables
- Books health
- Brand Playbook
- Business identity
- Business valuation
- Calendar and appointments
- Campaign Builder
- Capital and assets
- Catalog
- Chart of Accounts Setup
- COA Cleanup
- Command Center
- Creating and sending an invoice
- Customers, vendors and owners
- Debts
- Devices
- Employee documents
- Estimates
- Field service data in Operations
- Field Team
- General ledger detail
- Hiring
- HR and Payroll
- Importing supplier prices
- Inventory
- Inviting someone to your workspace
- Invoicing setup
- IT Help
- Job margins
- Jobs
- Journal entries
- Marketing
- Marketing operations
- Marketing performance
- Marketing strategy
- Marking a transaction personal
- Media Library
- Money owed
- My Business
- Officers and owners
- Onboarding checklists
- Operations
- Payroll
- Plans
- Prepaid and deferred
- Raising invoices
- Recording a loan or debt
- Recording an asset
- Recording an expense
- Recording payroll in your books
- Recurring payments
- Reports
- Sales
- Schedule and dispatch
- Scheduling a post
- Service zones
- Software and Apps
- Sources
- Tax documents and packages
- Team access
- Technology
- The action plan
- The content calendar
- The content plan
- The employee directory
- The Estimate Funnel
- The Growth Blueprint
- The Growth Hub
- The Pipeline tab
- The pricing calculator
- The Strategy Room
- Time off
- Tips
- Tools
- Tracking a job
- Tracking and filing sales tax
- Transaction matching
- Transactions
- Trial balance
- Uncategorized transactions
- Uploading a bank statement
- Voice
- Your account
Connecting Your Tools23
How Omnyra Works24
- Alerts
- Assistant capabilities
- Assistant memory
- Assistant progress messages
- Business health score
- Data confidence
- Data freshness
- Exporting your data
- Feature availability
- Health reports
- How Omnyra reaches a number
- Insights
- Marketing attribution
- Notifications
- Periods and date ranges
- Roles and permissions
- The command brief
- The evidence chain
- The unified ledger
- The weekly recap email
- Two-factor sign-in
- Workspaces
- Your data in Omnyra
- Your Omnyra subscription
Business Terms294
- Accounting periods
- Active customers
- After-hours and emergency work
- Aging
- Allowance for doubtful accounts
- Amortization
- Appointments per route
- Assets and liabilities
- Average job value
- Bad debt and write-offs
- Balance sheet
- Bank and merchant fees
- Bidding on commercial work
- Bills you owe
- Bonding
- Books versus bank variance
- Breach of contract
- Break-even
- Budgeting
- Burn rate
- Business bank account
- Business credit
- Business entity types
- Business insurance
- Business interruption insurance
- Business loans
- Business model
- Business name registration
- Business plan
- Business taxes
- Buy-sell agreements
- Buying a business
- Call handling
- Callbacks and return visits
- Capital and operating expenditure
- Cash and accrual
- Cash balance
- Cash flow forecast
- Cash flow management
- Cash flow statement
- Cash runway
- Causes of a falling cash balance
- Certificates of insurance
- Change orders
- Chargebacks
- Chart of accounts
- Chart of accounts for a creative or media business
- Chart of accounts for a fitness or wellness business
- Chart of accounts for a healthcare practice
- Chart of accounts for a home services business
- Chart of accounts for a pet services business
- Chart of accounts for a professional services business
- Chart of accounts for a property or real estate business
- Chart of accounts for a salon or spa
- Chart of accounts for a service contractor
- Chart of accounts for a tutoring or education business
- Chart of accounts for an automotive shop
- Chart of accounts for an events business
- Close rate
- Collectible receivables
- Collections
- Commercial and residential work
- Commercial auto insurance
- Commercial leases
- Commission and bonus plans
- Competitive analysis
- Competitive positioning
- Complaint handling
- Completion and handover
- Compound growth
- Contribution margin
- Cost of goods sold
- Cost of services
- Cost per lead
- Cost-benefit analysis
- Credit control
- Credit notes
- Current ratio and quick ratio
- Customer acquisition cost
- Customer concentration
- Customer contracts
- Customer diversification
- Customer financing
- Customer lifetime value
- Customer relationship management (CRM)
- Customer reviews
- Customer service
- Cyber liability insurance
- Daily transaction velocity
- Days to get paid
- Days to pay bills
- Dead stock
- Debt schedule
- Debt service coverage
- Debt to equity
- Deferred revenue
- Deposits and progress payments
- Depreciation
- Diagnostic fees
- Differences between Omnyra and accounting software
- Discounting
- Dispatching
- Double-entry bookkeeping
- Dues and subscriptions
- Duplicate payments
- EBITDA
- Employee benefits
- Employee handbook
- Employee onboarding
- Employee or contractor
- Employee retention
- Employment practices liability
- Equipment financing
- Estimate decline rate
- Estimate, quote and bid
- Estimated tax payments
- Estimating
- Exempt and non-exempt employees
- Exit planning
- Expense anomalies
- Expense trend
- Extending cash runway
- FICA
- Financial ratios
- Fixed and variable costs
- Fleet management
- Form W-9
- Fraud prevention
- General liability insurance
- Geographic expansion
- Gross margin
- Gross pay and net pay
- Growth capacity
- Health score movement
- Hiring decisions
- Hiring paperwork
- Improving close rate
- Improving inventory turns
- Improving utilization
- Increasing average job value
- Intellectual property
- Inventory turns
- Inventory valuation
- Investment readiness
- Invoice factoring
- Invoices
- Job costs
- Job descriptions
- Job documentation
- Job margin
- Job margin variance
- Job pricing
- Key performance indicator (KPI)
- Key person risk
- Labor burden and production rates
- Labor cost
- Landing pages
- Leading and lagging indicators
- Leasehold improvements
- Leave and breaks
- Liability and negligence
- Licenses and permits
- Lines of credit
- Margin erosion
- Margin improvement
- Market research
- Marketing and advertising costs
- Marketing channels
- Markup and margin
- Meals and entertainment
- Mechanic's lien
- Minimum charges and call-out fees
- Money owed to you
- Multi-visit job rate
- Net cash position
- Net present value
- Non-competes and confidentiality
- Occupancy cost
- Operating agreements
- Operating expenses
- Operational waste
- Opportunity cost
- Organizational structure
- Overdue invoices
- Overhead percentage
- Overhead reduction
- Owner distributions
- Owner pay and draws
- Owner's draw
- Owners' equity
- Ownership percentage
- Paid time off
- Pay period
- Pay-per-click advertising
- Pay-when-paid and pay-if-paid
- Payback period
- Payment processing
- Payment terms
- Payroll taxes
- Performance management
- Personal guarantees
- Petty cash
- Planning and goal setting
- Prepaid and accrued expenses
- Preventive maintenance
- Pricing adequacy
- Pricing models
- Pricing strategy
- Privacy and data protection
- Product margin
- Professional fees
- Professional liability insurance
- Profit and cash
- Profit and loss
- Profit margin
- Progress billing
- Proposals
- Purchase orders
- Quality control
- Quote conversion
- Raising investment
- Raising prices
- Rate cards and price books
- Reach, impressions and engagement
- Reading a balance sheet
- Reading a profit and loss
- Real cash balance
- Reasonable compensation
- Reconciliation
- Record retention
- Recruiting
- Recurring revenue
- Reducing bad debt
- Reducing callbacks
- Referral partnerships
- Referrals
- Reserves and sinking funds
- Retainage
- Retained earnings
- Return on ad spend
- Return on investment
- Revenue
- Revenue categories
- Revenue consistency
- Safety program
- Sales conversion
- Sales process
- Sales tax
- Scaling a business
- Scope of work
- Search engine optimization
- Seasonality
- Separating business and personal money
- Service agreements
- Service business benchmarks
- Service line expansion
- Service standards
- Shortening the cash conversion cycle
- Software and subscriptions
- Staff turnover
- Standard operating procedures
- Stockout risk
- Strategic reserve
- Subcontractors
- Sunk cost
- Target market
- Tax preparedness
- Tax reserve
- Technician utilization
- Terminations
- The cash conversion cycle
- The sales pipeline
- Throughput and lead time
- Tools and small equipment
- Training and certification
- Travel charges
- Umbrella insurance
- Undeposited funds
- Unpaid job invoices
- Unreconciled transactions
- Useful life and salvage value
- Utilities, rent and facilities
- Van stock
- Variance analysis
- Vehicle costs
- Vendor concentration
- Vendor management
- Volume without profit
- Wage and hour basics
- Warranties and guarantees
- Website basics
- Work velocity
- Workers compensation
- Working capital
Troubleshooting14
- A connection asks to be reauthorized
- A connection stopped bringing data in
- A number looks wrong
- A report is empty
- A team member cannot do something
- A transaction is missing
- An amount is in the wrong category
- An upload did not appear
- Getting help
- I cannot see something I expect to
- Report a problem from the chat
- Signing in
- Something appears twice
- Something did not send