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Administrator Guide
Last Updated: 2024-10-04
Setup Considerations: Customer Collections Dashboard

Setup Considerations: Customer Collections Dashboard

You can use this topic to help make decisions when planning your configuration and use of the
Customer Collections
 dashboard. It explains:
  • Why to set it up.
  • How it fits into the rest of Workday.
  • Downstream impacts and cross-product interactions.
  • Security requirements.
  • Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.

What It Is

You can configure your
Customer Collections
 dashboard to include worklets for operational reports, charts, and tasks to manage payment collection from your customers.

Business Benefits

The
Customer Collections
 dashboard helps you convert accounts receivable to cash as quickly as possible. The dashboard worklets enable collectors to prioritize their collection activities and take appropriate actions for customer collections in 1 dashboard.

Use Cases

Customer Collections
 dashboard uses vary, depending on roles. Review these example roles and use cases:
Role
Use Case
Collector
Manage and act upon your collections tasks like:
  • Aging invoices
  • Collection letters
  • Disputes
  • Write-offs
Collection Manager or Controller
Forecast and budget your cash and bad debt.
Evaluate your customers and accounts receivable.

Questions to Consider

Before creating a
Customer Collections
 dashboard, identify the worklets to include:
Questions
Considerations
What operational information do your collection team members need to do their job?
With Collections Dashboard you can:
  • Identify invoices that are missing purchase order numbers.
  • Manage which invoices they follow up on in the next 2 weeks.
  • Track their write-off amounts by current and prior periods.

Recommendations

A sample collector dashboard could include operational worklets like:
  • Invoice Follow-up Dates
  • Invoices Missing Purchase Orders
  • My Write-Off Amount
  • Payments Applied

Requirements

No impact.

Limitations

Workday doesn't provide any delivered risk scores for the Dashboard. You need to create your own scores using calculated fields.

Tenant Setup

No impact.

Security

To ensure proper access, review these team member roles and their included operational collections reports and task authorizations:
Domain Security Roles
Considerations
Collectors (Accounts Receivable Specialist)
  • View and modify operations of the Customer Accounts functional area.
  • Approval authority for business processes for customer accounts.
Controllers
  • View all financial configuration and operational data for their organizations.
  • Approval authority for financial business processes.

Business Processes

The
Customer Collections
 dashboard doesn't require business processes. However you should review role-based business processes associated with the worklets that you include in your dashboard.

Reporting

No impact.

Integrations

No impact.

Connections and Touchpoints

Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.