Receivables Analysis

To maintain an accurate picture of your organization's accounts receivable efforts, it is important to track incoming payment activity for a given time period. Whether payments are expected or past due, understanding the amount of funds owed to your organization (and when) is critical. To quickly assess receivables activity, select Receivables from Analysis, Dashboards for a dashboard of key metrics.

Tip: When you add a dashboard, you can enter a nickname to help you easily identify and work with it. For more information, see Manage Dashboards.

Note: When you apply a filter, all metrics in the dashboard are updated. For more information, see Receivables Analysis Filters.