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.
Contents
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)
Updated 12 months ago