How to View Receivables Dashboard

The Receivables Dashboard provides a centralised, visual overview of your accounts receivable status, displaying key performance metrics, aging summaries, payment trends, and collection priorities in an easy-to-understand format. This comprehensive dashboard enables you to monitor receivables health at a glance, identify issues requiring attention, track collection effectiveness, and make data-driven decisions about credit management and cash flow optimisation.

Exacc presents essential receivables data through interactive widgets including total outstanding amounts with trend indicators, current versus overdue breakdowns highlighting collection urgency, aging summaries categorising invoices by days outstanding, top debtor lists identifying customers requiring follow-up, and payment trend charts revealing patterns in customer payment behaviour. Each widget provides drill-down capabilities allowing you to navigate from summary metrics to detailed transaction lists for investigation and action.

The dashboard offers customisation options enabling you to add or remove widgets based on your priorities, rearrange layouts for optimal workflow, set date range filters for period comparisons, and save personalised dashboard configurations for different users or reporting purposes. Visual indicators use colour coding to highlight healthy metrics in green and concerning areas in red, whilst trend arrows show whether key metrics are improving or deteriorating compared to previous periods, facilitating quick identification of issues requiring management attention.

Want to learn the exact steps to effectively use the receivables dashboard for monitoring and managing accounts receivable? Follow our guide below for a detailed walkthrough of the receivables dashboard features.