Understanding the Manage Receivables solution

Modified on Fri, 01 Dec 2023 at 05:23 AM

The Manage Receivables solution enables businesses to automate its AR processes.

The dashboard for the Receivables solution is as below:

The Receivables aging is a quick summary of your receivables.

It gives a summary of the total AR due, total overdue, and total number of customers with the total number of invoices.

Under the Unpaid Invoices tab, users can view due invoices, sort invoices by amount or date, and categorize customers into appropriate workflows. Users can also send ad-hoc reminders to the customer using the 'Send Reminder' action.

Under the Customers tab, users can view their outstanding invoices according to the customers and can sort the customers by their share of the AR. Users can assign workflows to the customers using the 'Set Workflow' action and can send statements using the 'Send Statement' action.

Under the Paid invoices tab, users can view their paid invoices and can select invoices to post to General Ledger using the 'Post' action.

Users can sort the due invoices with a 30-day interval using the AR Aging graph.

Users can view the impact of their receivables activities on their business cash flow with the cash impact bar and cash impact waterfall graphs.

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