Sales Analysis
Sales Analysis by Insurance Company
A frequently asked question is "Why does Sales Analysis show some Folders that have an insurance company set as Customer Pay (no insurance)?"
There are two different versions of the Sales Analysis report: Sales Analysis and Sales Analysis by Folder Ins.
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Sales Analysis uses the Insurance Company from the estimate:
Sales Analysis by Folder Insurance uses the Insurance Company from the Folder:
Sometimes the Insurance Company is set manually on the Folder but was not set on the estimate before the estimate was imported into Nexsyis. The only way to fix this is to set the Insurance Company on the Estimate in the Estimating System and re-import the estimate into Nexsyis.
You will also want to make sure that the EMS Insurance Companies are all mapped properly to the Nexsyis master Insurance list. See the link to this help document for more information: http://kb.nexsyiscollision.com/estimate-insurance-translation