ID734

Power BI Accounts Receivable

Output Type: Power BI Report

Download Template: Here

Chasing payments usually means jumping between aging reports, customer records, notes and email, and it's easy for past-due balances, unapplied cash and billing errors to slip through the gaps. ID734 is a Power BI dashboard built to be the one place your AR team works from.

It brings your whole receivables position together: an executive scorecard for leadership, a prioritised collector worklist, open aged A/R down to invoice level, unapplied payments and credit memos, billing accuracy, DSO and days-to-pay trends, payment portal performance, and a full profile for every Bill To customer. Exception pages flag the accounts that need a human e.g. missing A/R contacts, past-due customers nobody has worked, and invoices running later than usual. From the same screens your team can send reminder emails and write notes and tasks back into e-automate, with no per-user Power Apps or Power Automate licenses needed.

Combined with ID437 to email invoices as they're created, ID800 to chase them when they become late, and ID669 links so customers can pay online and you recover credit card fees, it can automate almost all of your accounts receivable. ID734 handles the rest.

Links

Related Alerts