Accounts Receivable (A/R) Dashboard

Overview

The A/R Dashboard is the default view when you log in. This section quickly identifies insights and trends for multiple areas of your business.

The A/R Dashboard includes the following sections:

Open Invoices: Shows the number of open invoices
Total Open Amount: Shows the total money amount of all open invoices
Past Due Invoices: Shows the total number of all past due invoices
Total Past Due Amount: Shows the total money amount of all past due invoices
Customers By Aging: Shows the customer breakdown by aging bucket
Revenue vs Outstanding: Shows the total money amount of paid and outstanding invoices created over a select time period
Projected Cashflow: Shows the cash-flow projection over the selected period (by month, per quarter, and per year)
Top Outstanding Customers: Shows the top 10 customers having largest outstanding balance
Days Sales Outstanding: Shows a measure of the average number of days it takes a company to collect payment after a sale has been made (Last 30 days, this month, this quarter, this year, last month, last quarter, and last year)
Past Due: Shows how the rate of each aging bucket has changed over the selected period (Last 30 days, this month, this quarter, this year, last month, last quarter, and last year)