To analyze the status of your receivables in a given time period, you can review them based on payment or post status. Under Receivables, Receivables from Analysis, Dashboards, use high-level charts as well as a list of outstanding receivables for further evaluation.
To view details for a specific metric, such as fully paid or not yet posted receivables, select the metric or its section in the chart.
Note: Receivables include charges and line items from invoices.
To analyze receivables based on payment status, you can review the percentage of receivables that are fully paid, partially paid, or unpaid.
To analyze receivables based on post status, you can review the percentage of receivables that are set to do not post, not yet posted, or posted.
To analyze a list of outstanding receivables, you can review the most pressing receivables listed by due date and determine which receivable needs to be addressed first. To meet your needs, feel free to sort by any column header.