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  • Writer's pictureMark Herman

ABI Role Call: Accounting Receivables

Updated: May 29, 2020

Welcome to the first installment of our new video series: ABI Role Call.

Today we’re looking at Accounting, specifically Receivables, as we dive into the ways Analogyx BI can provide you with a complete view of your AR Balances.

The current pandemic is causing a host of concerns for business executives today, with cash flow concerns being at the forefront. The inability of customers to process invoices means that AR balances need to be managed even more closely than usual. While it’s not always easy to get the big picture view from ERP reports, Analogyx BI provides executives with the ability to manage AR Balances from the big picture down to the details from wherever they may be working.

Today we’ll take a look at Analogyx BI’s ability to manage AR Balances in our comprehensive, easy-to-use platform.

Option #1

Option #2

As we open Analogyx BI, the first thing we always see is our Favorites tab. If I have my AR Balance dashboard in Favorites, I can easily click on it here (Option #1), or if I don’t, I can always go to my Finance Accounts Receivables and find the dashboard there (Option #2).

As I open my AR Balance dashboard, the first thing we see at the top level (called our Header Level) is our balance trend over time.

Scrolling down, we can see invoice balance by company, by plant (including the warehouse), by country, and by sales rep. This way we can easily see which sales reps need to be working on receivables.

If we take this down to the next level in our Detail tab, we can now see all of our AR Balances broken up by customer group and customer, as well as part class, part group, part number, part description, even down to the invoice number.

Let’s go a little deeper by looking at Dalton and Addison, for example, to see what both of these customers represent in terms of our AR Balance. By simply selecting their names under "Invoice Balance by Customer," now see all of our data narrowed down to customer group, filtered on Dalton and Addison, so we can see which customer groups they comprise, which part classes, which product groups, and which part number. We can even see the invoices that compromise their outstanding AR balance. It’s that simple.

So there we have it. Quick, easy, and no unnecessary report writing. At a time like this, it’s more important than ever to maximize your data and see the full picture. Join Analogyx BI and get visual.

Interested in Analogyx BI? Contact us here for a free demo, and get visual!

Other videos in our ABI Role Call series:

E1: Accounting Receivables

E2: Sales

E3: Production

E4: Executives

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