The report Items status reflects graphically and in value the statuses applied to invoices and other items types.
The report also shows the qualification rate and amount of overdue items
, which are keys indicators
in determining whether the monitoring of overdue receivables is optimal.
Like other reports, you can define a date to display the status at an earlier date
It displays by default the breakdown of overdue
receivable by type of status
: litigation, ongoing, promise to pay, dispute, dispute resolved:
And details of the statuses
when a status
type is selected:
It's also possible to visualize the statuses trend
This approch is particularly relevent to see improvements or deterioration of performance on multiple axes and to highlight the root causes of late payments
and their trend :
By default this list highlights the qualified amount and number of items per customer
. It can be sorted and filtered
in many ways to target clients on which you want to act.
It is possible to « Group results »
by collector and by any customer analytical field:
[ None ]
in the status
types to display all the due and non qualified items
, and thus take the necessary actions on these items.
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