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Viewing Accounts Receivable and Performance Data

Overview

The AR Data feature provides up-to-date aging and performance data from an interface with your Accounts Receivable system. The Accounts Receivable information can be uploaded daily to provide you with the most current data. Your Business Administrator chooses whether to have your aging buckets calculated daily or at the end of the collections period, so that your aging buckets are calculated according to how often your data is refreshed. You can view historical data by entering a time frame for which you want to view available records.

Currency conversion

eCredit displays the AR data in the default currency entered for the customer. Using the AR data feature, you can convert the displayed monetary values to a different currency if you are maintaining that currency through the Admin feature.

Business unit data

If you are sending AR data by business units through the bulk interface, you can view summary Accounts Receivable data consolidated from all your business units, or detailed data from a single business unit.

How AR data is displayed

The AR Data Search screen (Search Results section) presents the AR records sorted by the field that your business administrator assigned to display order 1 using the Display Labels feature. Your business administrator determines if the records are displayed in ascending or descending order.

Using the Display Labels feature, your eCredit business administrator can also customize the display labels for the aging buckets and performance data.

Calculated Fields

Click here to see a screen shot that shows the fields that eCredit calculates on the Accounts Receivable Data screen for collections implementations:

Note: For credit implementations, eCredit does not calculate these fields. You can send these amounts through the bulk interface.

The following table describes the calculated fields on the AR Data screen.

Field Name	Description
Revenue to Date	Your sales calculated as the sum of all invoice amounts from all Invoice interfaces sent during the last collection period.
MTD Payment Received	Dollar amount of payments received through the Payment and Closed Invoices interfaces for the last month
Total AR Balance	Total amount due for all open invoices
Aging Current	Amount in the current aging bucket.
Aging Buckets	Amount past due in each of the aging buckets. Note: Your business administrator defines the number of days used to assign amounts due to aging buckets.

Viewing AR data for business hierarchies

If a customer is part of a business hierarchy, you can view consolidated aging and exposure data for all customers in the hierarchy through the Business Hierarchy feature of the Customer Analysis module. However, the Business Hierarchy feature does not provide performance data, or as much aging detail as the AR Data feature. More