ID734

Power BI Accounts Receivable (In Development)

Output Type: Power BI Report

ID734 is a Power BI dashboard that we believe will be the only place your AR team needs to work from. Using a combination of ID437 to email invoices as they are created, ID800 to chase when invoices become late, all with ID669 links to pay Online and recover credit card fees, can automate almost all of your accounts receivable. This dashboard will handle the rest.

You can filter to just the customers you are in charge of chasing, view all invoice and contact details, start a phone call or trigger a manual email, write a note to the AR console and see previous notes.

Links

Related Alerts