I am bout to get our AR database installed for Epicor Eclipse. How are others on this forum utilizing it best? Do you have some examples you can share?
I don’t use the Phocas AR database but built my own.
I have an automated daily Aged Debt report so I can keep an eye on the oldest column 120 days + and a widget on a dashboard to show Debtor Days.
Recently I’ve added in a comments field from our ERP system against each invoice so I can easily see if there is any additional info as to why an invoice isn’t paid.
I’ve also added a Credit Limit Review stream which compares limits against balances so I can trigger a review of over credit customers.