Finance
Outstanding and overdue
The position right now, not at month end, with the overdue sorted by age.
How you work it in Colleag
- 1
Ask: what is outstanding and what is overdue?
- 2
The colleague reads the customer invoices and the payments.
- 3
Review the list per customer and age.
- 4
Act on the oldest; the colleague drafts the reminder if you want.
A worked example
“Which invoices are overdue and how old are they?”
The overdue per customer sorted by age, with amount, days and the customer's history. A reminder draft on request; nothing is sent without your approval.
Screenshot from Colleag. The example uses invented figures.
The material
- Customer invoices and due dates
- Incoming payments
- The customers' payment history
You approve
Everything the colleague produces is a proposal with sources. Nothing is published, sent or saved to the archive without a human approving it, and every figure traces to its material.
More from Finance
Curious what it feels like?
We run pilot programs with a few manufacturing companies at a time. Tell us about your business and we will show what the colleagues can do with your documents and your data.