Reference: Collections Dashboard Worklets
You can add the listed worklets to the Customer Collections dashboard (secured to the
Manage Dashboard: Customer Collections
domain in the System functional area).Worklet | Use Case | Security |
|---|---|---|
Invoice Follow-up Dates
| Displays invoices that you need to follow up on. Or to see when you last contacted the customer and any notes you took. | Reports: Customer Accounts domain in the Customer Accounts functional area. |
Invoices Missing Purchase Orders
| Identifies invoices that are missing purchase order numbers, which could delay receiving the customer payment. | Reports: Customer Accounts domain in the Customer Accounts functional area. |
My Writeoff Amount
| Keeps track of your write off amounts for the current and previous period, ensuring that you are within the assigned limits. | Reports: Customer Accounts domain in the Customer Accounts functional area. |
Payments Applied
| Identifies the top collections by comparing all the applied payments against the total number of invoices due in a period. | Reports: Customer Accounts domain in the Customer Accounts functional area. |