Analytics
Invoices Reminded Analytic Email
The Invoices Reminded email is designed to give a head-of-department for Accounts Receivable to track the workflow of the department You can use this, for example, to ensure that KPIs are being met and that customers are being notified at a ...
Upcoming Forecast Email
This email is for the financial manager that wants an easy to visualize look at their week or fortnight to come, and a breakdown by General Ledger Groups. This relies on a Cashflow Forecast being set as the Focus Forecast. Setup Email - the recipient ...
Overdue Debtors Reminder
The Overdue Debtors screen is intended to inform the Accounts Receivable department or personnel of customers that need pursuing via a schedule email It gives you the option of simplifying their workflow based on the settings we offer. Setup Email - ...
The purpose of the Analytics Emails
We created the Analytic Emails in response to increased need for regular reporting. To access these emails, head to the Admin menu, on the left hand side: As a manager, whether Department, Warehouse, Line, or Business Manager, regular reporting and ...