We have reimagined the Denim jobs page into the Jobs Board to provide you with increased transparency into the steps of our job lifecycle, and to allow you to easily track the progress of your jobs and payments without having to contact Denim for help. The new Quick Filters organize jobs by status, and the Jobs Board provides a quick overview of the progress of each job. Clicking a job from the list will open a more detailed view, where you can drill down on each component of the job, and see which steps have been completed and which are remaining.
The Jobs Board:
We’ve made it easier than ever to find jobs that need your attention - they will always be listed at the top of the Jobs Board and flagged for attention (⚠️). After any jobs needing your attention, the remainder of the list defaults to show your most recently created jobs.
- Jobs displayed on the table are controlled by the selected filter, highlighted in blue. Note: The All Jobs and Completed filters are intentionally without Count and Total fields.
- Jobs are sorted by Created At date, so that your newly-added jobs will always be near the top of the list. The only jobs that don't follow this sort are those that the Denim team has marked as Need Attention.
- Quickly see the status of each job in the Status column, and hover over the Pending Approval status for more detail.
- Check the Payments column for a quick status on the component obligations of the job.
- The Days Remaining column gives you a quick way to check when the customer invoice payment is due on each job.
- Available actions on each job can now be found in the Actions Context Menu on the far right side of each job row. The available actions will vary based on the status of the job and the logged-in user's permission level.
- Use the Filter menu to customize the list of displayed jobs.
- Search results will be pulled from within the currently-selected status filter card, so be sure to select All Jobs if you want to search your full list.
Understanding Job Statuses
- Draft: Jobs that you've created but not submitted to Denim for funding.
- Pending Approval: Jobs that have been submitted to Denim but not yet approved by our team. You can hover over the Pending Approval status in the Jobs table to see which sub-status the job is in. There are three sub-statuses within Pending Approval:
- Paperwork in Review - Denim is reviewing the paperwork to confirm all details are correct and all necessary documents are attached.
- Relationship in Review - Denim is reviewing the client-debtor relationship to make sure that things like our Notice of Assignment have been received, and there are no past due or disputed invoices with this customer.
- Pending Final Approval - Denim is conducting final review on the job and your account before approval.
- Approved: Denim has approved the job and invoiced your customer, and we are awaiting payment. Jobs will remain in this state until the customer invoice is paid.
- Completed: Your customer has paid the invoice and Denim has disbursed any available rebates, completing the job.
- Rejected: Jobs that Denim has rejected due to an issue with the submission.
Using the new Quick Filters
Across the top of the Jobs Board page, the first thing you will see are our new Quick Filters, which group jobs by status and control which jobs appear on the Jobs Board. These filters focus on jobs currently moving through the job lifecycle and give you a quick overview of the number of jobs and amount of revenue in each status.
Which jobs are included in each filter group?
- All Jobs: All of your jobs, across all statuses and dates.
- Draft: All draft jobs
- Pending Approval: All jobs that you've submitted to Denim, but have not yet been approved by our team.
- Approved: All approved jobs with open customer invoices.
- Completed: Your customer has paid the invoice and Denim has disbursed any available rebates, completing the job.
Job Details Page
You can click any job on the Jobs Board list to drill down into the components of that job and view a detailed activity history. The Jobs Details view now provides more detail about the status of each obligation within the job, provides a history of actions taken with the job, and gives you an overview of the steps remaining before the job is completed.
Some of the features of the Job Details view:
- The overall status of the entire job
- Payment Type: Also known as Obligations, these are the individual component payments that make up the full job. The obligations list will vary based on the job type, but may include all of the following:
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- Receivable: This is the invoice sent to the customer
- Advance to Contractor: The payment sent from Denim to the contractor
- Advance to Broker: The advance from Denim to the client
- Expense: Factoring Fee / Job Fee: The fee Denim charges for our services
- Rebate: The rebate owed to the client once the job is complete.
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- Payment Status: The current state of this payment
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- Expected: Denim is expecting this payment from the debtor
- Pending: This payment is pending, awaiting another action to occur first. Usually Pending payments are waiting on an Expected debtor payment before they are executed.
- Fully Paid: Payment has been made in full and this obligation is closed.
- Shortpaid: The obligation was partially paid
- Charged back: The debtor did not pay the invoice and Denim has charged it back to the client.
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- Payment Sent: The date and time, when available, that the payment was processed. How quickly outbound payments are credited to the receiving account depends on the payment method used and the processing speed of the receiving institution.
- Audit: Denim compares the details of your documents to data saved in your jobs. We'll flag any discrepancies for your review.
- Early Invoicing: Denim can generate and send an early invoice to your customer as long as you've upload the PoD
- Document Collection: Denim will send a link to your contractor requesting documents. Uploaded documents will appear under "Requested Documents"
- Notes: This section can be used to make notes to yourself and your team. These notes are not sent to Denim.
- Timeline: A detailed timeline of the event history on the job, showing each timestamped action along with the party that completed the action.
- Steps Remaining: A list of the remaining steps for an in-progress job to be completed. As they are completed, these steps will move into the Timeline section.