Finance debtors enhancement

Splynx Finance Dashboard – Debtors Age Analysis

Currently, the Splynx Finance Dashboard reflects the full value of unpaid or partially paid invoices, rather than the actual outstanding debtor balances.

For example, where a customer has partially paid an invoice, the dashboard continues to reflect the full invoice amount as outstanding, rather than the remaining unpaid balance. Consequently, the dashboard does not provide an accurate representation of the debtors book.

Requested Enhancement:

A dedicated Debtors section within the Finance Dashboard that:

Reflects the actual outstanding balance per customer, taking into account partial payments and credit allocations.
Provides a debtors age analysis, categorised into Current, 30, 60, 90 and 120+ days.
Displays the total outstanding debtors book, with the ability to drill down into individual customer balances and the underlying invoices.
Allows the debtors report to be viewed as at a selected date and exported to Excel.

Objective: To provide an accurate, real-time view of the debtors book for financial reporting, credit control and collections management.