The Accounts Receivable (AR) tool is a robust automation platform designed to streamline collection processes and enhance visibility into operational and financial performance. Built with MS Access and powered by MS SQL Server, this tool provides comprehensive modules for managing invoices, tracking part-payments, and ensuring compliance with standard operating procedures (SOPs) and target settings. It supports seamless integration with MS Excel and MS Outlook for data handling and reporting. With real-time dashboards, the tool offers insights into customer and agent-level performance, collection leads, and overall metrics.

• Core Functionality:

  • Manages AR-related processes like tracking invoices, part-payments, and submissions.

  • Real-time monitoring of operational and financial metrics.

• Modules & Features:

  • Multiple modules for MIS reporting, SOP uploads, and target settings.

  • Interactive dashboard showing due, overdue, and falling due amounts.

• Technology Integration:

  • Built on MS Access with MS SQL Server backend.

  • Integrates with MS Excel and MS Outlook for seamless operations.

• Visualization & Insights:

  • Drill-down dashboards at the customer, group customer, and agent levels.

  • Interactive aging buckets for overdue amounts (e.g., 30, 60, 90 days).

• Alerts & Notifications:

  • Customizable alerts for invoices and critical events.

  • Notifications ensure timely action on pending items.

• Operational Benefits:

  • Automates manual effort, reduces errors, and improves compliance.

  • Enables better decision-making with real-time data insights.

• Usability:

  • User-friendly interface with filtering, sorting, and editing options.

  • Downloadable reports for further analysis or compliance purposes.

• Scenarios of Use:

  • Ideal for collections, agent performance monitoring, and target tracking.

  • Supports audit preparation and compliance reviews.