Collections & Ageing
Finance can review overdue balances and the assigned next follow-up.
Across business typesOne-time delivery, Scoped quoteproposed · scope and quote to confirm
View deliverables & requirements
For: Business owners and authorised teams
Business needs: Collections follow-up.
Proposed scope only. This listing is not an available app, download, connected integration or service booking. Deliverables, access, compatibility, price and acceptance checks must be agreed before delivery.
- Input
- Agreed invoices, due dates, balances and collection owners
- Action
- Apply documented ageing buckets and show overdue follow-up responsibility
- Outcome
- Finance can review overdue balances and the assigned next follow-up.
Delivery format: Editable file / template, Web app / portal
Pricing model: One-time delivery, Scoped quote. Proposed; availability, price and licence terms are agreed before delivery.
- Metric definitions and sample report
- Editable dashboard/report layout
- Sample data and mapping instructions
Outside this variant: Connected live data or automatic refresh.
- Agreed source and field mapping
- Metric definitions, refresh method and access rules
- Validated sample report and exception checks
Outside this variant: Unagreed data sources, unlimited retention or guaranteed data quality.
Approved data: Agreed invoices, due dates, balances and collection owners. Data mappings, metric definitions, refresh method and sample acceptance report are required deliverables.
Read, draft & action scope: Read and report only; source-record changes require a separately authorised workflow.
Required integrations: Authorised reporting source.
Target platforms: EasyManageX. Support must be confirmed for the selected version and permissions.
- Target platforms and versions are unconfirmed until a scoped compatibility review.
- Ageing bucket definitions
- Overdue owner mapping
- Balance reconciliation
- Documentation, handover and any post-delivery support must be agreed in the quote.
This is a proposed dashboards & reporting packs scope. Availability, deliverables, dependencies, support and pricing are confirmed before delivery.
