Dashboard

Once you are logged in, you will directly land on the Dashboard where you can have all the details about your invoices and customers. The application will also show Action based insights like Overall Financial Summary, Needs Actions, Aging Summary, Customer Action Stages, and Top Debtors.

Financial Summary

At the top of the Dashboard, you will have three sections saying the Overall Outstanding Amount, the Overall Overdue Amount, and the Overall Due Amount.

1.  Outstanding 

In this column, you will have the Total Outstanding Amount that needs to be recovered and the Total Amount of Invoices below the outstanding amount. 

2. Overdue  

In this column, you will only have the Total Overdue Amount that needs to be recovered and the Number of Overdue Invoices below the overdue amount.

3. Due    

In this column, you will have the Total Due Amounts whose due date is in the future and the Number of Due Invoices below the Due Amount. 

Aging Summary 

In Aging Summary, you can find a graph that explains all the Due and Overdue invoices and pending amounts to those respective invoices in a clear Graphical Representation. 

By default, the Aging Summary report view will be at the Customer Level. You can also change the view to Invoice Level from the dropdown at the top of the Aging Summary graph.

To the left side, you can find the pending amounts that need to be recovered. At the bottom of the graph, you can find the Invoices that are Due and by the day's segregation of 0-30, 31-60, and so on

1. Due  

In this column, you can find the Total Number of Due Invoices that are pending with the Respected Due Amount.

2. (0 - 30)  

In this column, you can find the Total Number of Overdue Invoices pending for the daily limit of "0 - 30 days" with the Respected Overdue Amount needed to be recovered.   

3. (31 - 60) 

In this column, you can find the Total Number of Overdue Invoices pending for the daily limit of more than "31 days" and within "60 days" with the Respected Overdue Amount needed to be recovered.

4. (61 - 90) 

In this column, you can find the Total Number of Overdue Invoices pending for the daily limit of more than "61 days" and within "90 days" with the Respected Overdue Amount needed to be recovered.

5. (>90) 

In this column, you can find the Total Number of Overdue Invoices pending for the daily limit of more than "90 days" with the Respected Overdue Amount needed to be recovered.

Needs Action 

In the Needs Action column, you will have all the Actions that need immediate attention from the users. The application will display the action name along with the number of customers where this action needs to be done. 

You can click any of these actions and it will direct you to the dashboard with the specific customers that the actions need to be taken. It gives a clear understanding of which customers for the particular action need to be taken.

1. Call Follow-Up 

Is displayed when the customers have planned call actions that are due today or have become overdue.

2. Email Follow-Up 

Is displayed when the customers have planned Email actions that are due today or have become overdue.

3. SMS Follow-Up 

Is displayed when the customers have planned SMS actions that are due today or have become overdue.

 4. On-Hold Review 

In this column, you will have the Number of Overdue or Due Customers for whom you have held the workflow actions. 

5. Dispute Review 

In this column, you will have the Number of Overdue or Due Customers for whom you have mentioned Disputes. 

6. Promise To Pay Review 

In this column, you will have the Number of Overdue or Due Customers whom all promised to pay on a particular date. 

7. Relation Manager Not Assigned

In this column, you will have the Number of  Overdue or Due customers for whom the Relation Manager is not assigned. 

8. Workflow Not Assigned  

In this column, you will have the Number of Customers for whom the workflow is not assigned.

9. Customer With No Contacts 

In this column, you can find the Number of Customers without any contact information. 

10. Excess Payments 

In this column, you can find the Number of Customers for whom you've sent extra invoices with the extra amount. 

11. Unassigned Credit Notes 

In this column, you can find the Number of Customers for whom the Credit Notes are not assigned. 

Customer Action Stage 

In this Pie Chart, you will have a complete and detailed representation of where your customer falls concerning the account receivable (or) debt collection process and will have a 1-1 correlation with the number of customers.

Each of the stats is clickable and will take you to the customer list with the corresponding status.

By default, the Customer Action Stage view will be for the Customer Count. You can also change the view to Outstanding Amount from the dropdown at the top of the Customer Action Stage.

1.  Settled

In this column, you can find the Number of Customers for whom the payment is received and there is no outstanding amount.

2. Promise In Place  

In this column, you will have the Number of Customers who are all Promised to Pay on a date.     

3. Active Disputes 

In this column, you will have the Number of Customers who are all mentioned as disputes, and respected action needed to be taken. 

4. Action On Hold  

In this column, you will find the Number of Customers for whom you have applied Hold for the workflow actions. 

5. Follow-Up In Place 

In this column, you can find the Number of Customers for whom the follow-up process is going on according to the workflow actions.  

6. Follow-Up Delayed 

In this column, you will find the Number of Customers for whom the follow-up is delayed from the planned workflow action dates. 

7. Workflow Closed  

In this column, you will find the number of customers for whom the Workflow is closed and still, the payment is not recovered.

8.  Adhoc Follow-Up 

In this column, you will find the number of customers for whom the Adhoc action is in place. 

9. Skip Trace 

In this column, you will find the number of customers for whom the contact details are missing or deleted. Skip Trace is to be done to identify valid customer contact details.

10. Yet To Initiate   

In this column, you can find the number of customers for whom there are no actions initiated or no workflow assigned.

Top Debtors 

In this column, you will find the Top 10 Debtors in the customer list of a particular organization. 

This will help you to know the Top Debtors among the customer list who owe you a huge payment.  The application will display the following information for each record

• Customer Name

• Days from the oldest outstanding invoice

• Outstanding Amount

• Number of outstanding invoices