On your radar-Receivables Manager

Four tiles in this widget show the number of individual records that meet a certain condition. When you click one, the content is displayed in the card list widget on the right.

This list shows the standard tiles:

• Disputes

  This tile shows the number of disputes that are created against invoice records. The record list on the right are sorted in ascending order by dispute date. Click Resolve to view the list and take action.

• Adjustments Needing Review

  This tile shows the number of adjustments that are created against the invoices with review statuses of Unreleased, Review Needs Approval, and Pending Approval. Use the View button to drill back from the card list to the list of records where you can take action. Use the View All button filter transactions based on the Review Status.

• Unassigned Payments

  This tile shows the number of unassigned payments. Click the Assign Customer button to assign the customer.

• Representatives Needing Validation

  This tile shows the number of customer representatives who require validation. Customers can be assigned from the cards on the right. Click View All to drill to the customer list where you can take an action.

A snooze feature is available to address situations where you are uncertain about how to handle a group of records or are awaiting clarification. A default snooze time can be set in advance. When you click the snooze icon, the respective record is temporarily removed from the required actions list for the duration of the snooze period. Use the snooze list at the top of the widget to review your snoozed records. You can un-snooze records to return them to the list.