Receivables by Customer dashboard

Receivables by Customer dashboard

The Receivables by Customer dashboard consists of these reports:

  • Open Receivables Summary by Customer
  • Open Receivables Detail by Customer
  • Open Receivables Aging

You can validate accounts receivable (AR) data by comparing the CloudSuite Distribution Customer Period Analysis Report with these reports.

Note: In the Open Receivables summary and detail reports, you can view a comparison of the open AR balance with domestic currency and foreign currency.

These filters are available in the dashboard to assist with validating the data:

  • AR Transaction Type (Default value = Invoice, Miscellaneous Credit, Service Charge, Unapplied Cash)
  • Company
  • Customer ID
  • Customer Name
  • Invoice #
  • Year (Default value = current year)
  • Year/Month