Accounts Receivable (AR) Dashboard
The Accounts Receivable (AR) Report Dashboard captures data such as Billed Amounts, Paid Amounts, and the aging of invoice records, among other figures. This dashboard provides a centralized view of information, alleviating the process of having to run multiple AR reports. This section covers the AR Dashboard in its entirety from key terms and formulas to descriptions and functionality of each widget section.
The following tables describe key terms, indicator definitions, and formulas used in context with the AR Dashboard.
| Term | Definition |
|---|---|
|
91-180 Days |
Total AR balance from Invoice Dates 91 to 180 days past for selected filters. |
|
31-90 Days |
Total AR balance from Invoice Dates 31 to 90 days past for selected filters |
|
Over 180 Days |
Total AR balance from Invoice Dates 180 days past for selected filters. |
|
AR Aging Range |
Total number of days from invoice date | Difference between the Invoice Date and Current Date. |
|
AR Invoiced Last 30 Days |
Total AR balance from Invoice Dates within the last 30 days for selected filters. |
|
Total AR Balance |
Total Accounts Receivable balance for selected filters |
|
Total Billed Amount |
Total Billed Amount for selected filters |Total Paid Amount for selected filters. |
The AR Dashboard graph widgets display various visual trends. All graph widgets in this dashboard are drillable to obtain specific details.
The first graph widget, appearing before the indicator widgets, provides a visual of AR per Office over the last 12 months by Invoice Date. Click any segment of these graphs to provide a summary of a selected point.
The following column graphs feature the Total AR Amounts by Contract Type (top) and AR by Discipline (bottom).
There are several indicator widgets available in the AR Dashboard including the Total AR Balance, Total Billed Amount, as well as another four widgets that indicate invoice aging figures such as AR Invoiced Last 30 Days, 31-90 Days Ago, 91-180 Days Ago, and Over 180 Days Ago.
