Accounts Receivable Aging Details Dashboard
Use this dashboard to provide a centralized and detailed analytical view of accounts receivable aging activity using SyteLine ERP data integrated with Birst BI. The dashboard also provides near real-time visibility into open receivables, aging balances, and customer invoice details.
The dashboard can be used by finance teams to manage and analyse accounts receivable operations. The users can review metrics such as open receivable balance, balance not yet due, overdue aging amount, overdue ratio, average days overdue, outstanding balance, invoice amounts, discount amounts, and customer-specific receivable records.
The dashboard consolidates aging transactions into a single view, reduces manual reporting effort, and supports collection planning and cash flow forecasting. The dashboard supports data-driven decisions for customer oversight and accounts receivable management.
These are the filters associated with this dashboard:
- Entity
- Site
- Account Year
- Account Year Period
- Customer
- Account Receivable Invoice Number
These are the columns in this dashboard:
- Site
- The organizational site associated with the transaction.
- Customer
- The name of customer associated with the invoice.
- Invoice
- The unique invoice number assigned to the customer.
- Invoice Sequence
- Indicates the sequence number for multiple entries of the same invoice.
- Invoice Date
- The date when the invoice was created.
- Due Date
- The date by which the payment is expected.
- Days Overdue Aging
- The number of days the invoice is past the due date.
- Net Sales
- The total billed amount for the invoice after adjustments.
- Balance
- The current outstanding amount for the invoice.
- Balance Not Yet Due
- The portion of the balance that is not overdue.
- Overdue Balance
- The portion of the balance that is past the due date.
- 1-30
- The overdue amount within 1 to 30 days past due.
- 31-60
- The overdue amount within 31 to 60 days past due.
- 61-90
- The overdue amount within 61 to 90 days past due.
- 91-99999
- The outstanding balance that is overdue more than 90 days.