AR Invoice Transactions
The data model encompasses views such as AR Detail Report, Customer Aging Summary, Invoice Line Items, and Payment Allocation Summary, analyzing AR transactions. It provides insights into the Total Invoice Amount, Average Days to Pay, Outstanding Balance, and Percentage Invoiced Paid, enabling thorough monitoring and management of accounts receivable processes.
Benefits of This Data Model
- Enhanced Financial Oversight: The data model facilitates in-depth analysis of accounts receivable transactions through views like AR Detail Report and Payment Allocation Summary, enabling better monitoring and management of financial processes.
- Improved Customer Relationship Management: By utilizing the Customer Aging Summary view, the data model allows for a summarized overview of outstanding balances by customer aging categories, aiding in targeted communication and tailored approaches to managing customer accounts.
- Optimized Invoice Management: Leveraging the Invoice Line Items view, the data model offers a detailed breakdown of invoice line items, supporting precision in tracking and analyzing invoice-related data to streamline invoicing processes.
Key Performance Indicators (KPIs)
- Total Invoice Amount: The sum total of all invoice amounts in the AR transactions data model.
- Average Days to Pay: The average number of days it takes for invoices to be paid in the AR transactions data model.
- Number of Invoices: The count of invoices present in the AR transactions data model.
- Outstanding Balance: The total outstanding balance of all invoices in the AR transactions data model.
- Percentage Invoiced Paid: The proportion of invoiced amounts that have been paid in the AR transactions data model.
Available Visualisations
| View Name | Description |
|---|---|
| AR Detail Report | Offers detailed insights into accounts receivable transactions. |