Forum Discussion

SomePlumber's avatar
SomePlumber
Contributor 3
20 days ago

Jobber receipt scanning is almost perfect

I've scanned several receipts so far. every one of them filled in more details than I would with 100% accuracy. But I found one glaring issue that doesn't make a lot of sense.

It deliberately enters subtotal and not the final total...

This doesn't make a lot of sense because tax isn't free for me. It absolutely comes out of my business checking account and gets rolled into my customers bill.

I know I can go in and edit the total. But with the rest of the scanning being pinpoint accurate.. seems weird.

Is there an actual reason it looks for subtotals?

3 Replies

  • muqeet's avatar
    muqeet
    Contributor 2
    20 days ago

    I think the confusing part is that Jobber is treating the scanned amount as the expense cost amount rather than the final amount you may charge the customer.

    Jobber’s documentation actually describes the scanned total for supplier invoices as the subtotal excluding tax, so it looks like that may be intentional rather than a scanning accuracy issue.

    I can definitely see why that feels odd though, especially when the tax is part of the actual amount leaving your business account.

    I’d be curious whether Jobber has a setting for businesses that want the tax-inclusive receipt total captured instead.

    • Cam's avatar
      Cam
      Jobber Product Team
      18 days ago

      Thanks, muqeet​, you’re right that capturing the pre-tax amount is intentional. There isn’t currently a setting to include tax, but we recognize the need for more flexibility and are open to exploring improvements.

  • Cam's avatar
    Cam
    Jobber Product Team
    18 days ago

    SomePlumber​ Thanks for sharing this! It’s great to hear the scanning has been accurate, and your question makes sense.

    When we were developing the feature, we spoke with many customers and learned that they wanted the pre-tax amount for job costing because they recover the tax they pay. That informed how receipt capture works today, but we recognize that this doesn’t fit every business and their respective tax considerations, and having to edit the amount adds an extra step.

    We’re exploring ways to make this more flexible, and our team would love to learn more about how you track and pass these costs on to customers. If you’re open to a quick conversation, please book a time that works for you. We'd really appreciate your feedback!