Aged Receivables
The video showcases a comprehensive approach to analyzing aged receivables by segmenting data by salesperson or division. Users can drill down into detailed transactions and access various workbooks through the admin menu. It highlights the ability to view overdue amounts by customer, utilize color-coded aging buckets, and create custom listings for better insights. The system allows for filtering and tracking categories, enabling tailored analysis based on specific events. Overall, it emphasizes the importance of detailed analysis for effective accounts receivable management.
- Date September 30, 2024
- Tags Receivables