Tag Archive for: AR
Accounts Receivable Report with Dynamic Aging Buckets for Acumatica
AcumaticaWhat does an Accounts Receivable Report with Dynamic Aging Buckets entail?
An Accounts Receivable (AR) Aging report is a powerful operational tool that helps accountants identify past-due customer balances. This report is unique in that it…
Using Accounts Receivable Spending Trend By Customer Reports to Streamline the AR Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow can AR Reports Drive Faster and Better Decisions?
As AR Managers increasingly become key advisors in accounting process improvement initiatives, they must rely on strong operational and financial reporting tools. Using interactive AR…
Using Accounts Receivable Detail Reports to Streamline the AR Aging Analysis Process
Report, Budget, Forecast and Dashboard Template Glossary, Solver Marketplace TemplatesHow can Accounts Receivable Reports Drive Faster and Better Decisions?
As Accounting and Collections Managers increasingly become key innovators in the AR Aging Analysis and Collections Process, they must rely on modern self-service corporate…
CFO Dashboard for Healthcare Providers
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a CFO Dashboard for Healthcare Providers?
CFO Dashboards are considered financial analysis tools and are used by CFOs and analysts to monitor key financial metrics. Some of the main functionality in this dashboard is that it provides…
Customer Rating Dashboard for a Distribution Company
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Customer Rating Dashboard for a Distribution Company?
Customer rating reports are considered rare and powerful analysis tools and are used by executives and sales managers to analyze sales performance metrics. Some of the main…
Customer Sales Dashboard for a Distribution Company
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Customer Sales Dashboard for a Distribution Company?
Customer sales dashboards are considered market analysis tools and are used by sales executives to analyze sales performance metrics. Some of the main functionality in this type…
Sales Manager Dashboard for a Distribution Company
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Sales Manager Dashboard ?
Sales manager dashboards are considered revenue analysis tools and are used by sales executives to monitor sales performance metrics. Some of the main functionality in this type of dashboard is that it…
Top 20 Customer Accounts Receivable (AR) Aging Report
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Top 20 Customer Accounts Receivable (AR) Aging Report?
Top 20 AR Aging are considered operational reports and are used by accountants and AR managers to quickly see the customers that owes the most money. Some of the key functionality…
Customer Accounts Receivables (AR) Aging Report by Sales Person
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Customer AR Aging Report by Sales Person?
AR Aging reports by sales person are considered sales analysis tools and are often used by sales executives and accountants to analyze customer payments (or lack thereof) by sales person.…
Cash, AR and Expense Trend Analysis Dashboard
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Cash, AR and Expense Trend Analysis Dashboard?
Expense and liquidity-related dashboards are considered operational dashboards and are often used by Executives and CFOs to perform trend and comparative analysis. A key functionality…
Profit & Loss Report with Links to Supporting Sub-ledger Reports
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Profit & Loss Report with Links to Supporting Sub-ledger Reports?
Financial statements with links to sub-ledger reports are considered self-service analysis reports and are often used by managers and accountants to provide…
Consolidated Accounts Receivable Report
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Consolidated Accounts Receivable Report?
Consolidated Accounts Receivable (AR) reports are considered month-end consolidation tools and are often used by accountants to get a summarized picture of receivables from the company's…
Accounts Receivable Report with Dynamic Aging Buckets
Report, Budget, Forecast and Dashboard Template GlossaryWhat is an Accounts Receivable Report with Dynamic Aging Buckets?
Accounts Receivable (AR) Aging reports are considered operational reports and are used by accountants to determine past due customer balances. Some of the key functionality…
Sub-Ledger, Transactional Reports for Microsoft Dynamics and Other ERPs
BI360, BI360 Reporting, Business Intelligence, Microsoft DynamicsWhat sub-ledger, transactional reports are you missing out on using native ERP reporting tools? What is the impact on your company’s future? This article will discuss the different sub-ledger reports that empower your company’s leaders…