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)