Aged debtors report on Dashboard

Idea suggested by Katie Keat 3 days ago

One of the core tasks of any business is chasing up invoices and ensuring you've been paid. This should be on the front page Dashboard with the oldest invoices shown first so that you've early warning of late payments and how they're building up.

At the moment the 'workflow' to get something approaching this is Click on Income from the Dashboard Click on unpaid

It works, but it's a few clicks deep and it in the wrong order (oldest invoices should be at the top, not the bottom)

Write reply1
Pledged amount Pledged: £0

Number of backers: 0

Back this project

1 Reply

The iPhone app developers clearly recognised that this is something important and gives you a clear "outstanding" and Overdue total amount and shows the 3 largest unpaid invoices. (Why is that panel on the iPhone app and not the desktop?)

But only showing the 3 largest is not actually helpful. If the 3 largest are very recent that might just be hiding some very old unpaid invoices that are just a little smaller. And there's no way to click through and get a more complete report - if you click on Sales you can't filter by paid/unpaid.

2 days ago

Reply to this idea

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are

Apps

Company

Social