On this page you can find an overview of your largest Suppliers and Customers. See the total spend or income over a specific period of time, across entities and mappings.
The initial overview is just filtered on Supplier. Use the top drop-downs to switch to Customer instead of Supplier. Use the Select entity and Select mapping drop-downs to further narrow down your results. Use the Search bar to find specific relations.
In the table overview below it is possible to sort columns by clicking on the column name.
Download the table by selecting the download icon top right.
On this page you will find a categorization of unpaid customer invoices and credit memos by date range. Use it to identify the effectiveness of your credit and collections functions.
Narrow down results by using the calendar and multi-select filters on top. Invoices are grouped by Supplier or Customer, selecting Payables or Receivables respectively. The calendar date is used to calculate the age. It is also possible to go back to a certain date in the past. Use the Search bar on top to lookup transactions by their description.
Download the table by selecting the download icon top right.