Welcome to this user-friendly guide to the Accounts Receivable Summary feature in Empress. This guide is designed specifically for non-technical business users like yourselves, and will guide you through the use of this feature without any jargon or developer-centric terms.
Introduction to the Accounts Receivable Summary Feature
The Accounts Receivable Summary is a powerful tool in Empress that allows you to easily view, edit, sort, and track information related to your business’s accounts receivable. From a business perspective, this feature is essential for managing your company’s cash flow, identifying late payments, and maintaining healthy customer relationships.
Understanding the Primary Functions
The Accounts Receivable Summary feature is packed with functions that are beneficial to your everyday business operations:
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Viewing Information: The feature provides an overview of your outstanding accounts receivable, organized by customer.
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Editing Information: You can update the status of an account once payment has been received, ensuring your records are always up-to-date.
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Sorting Information: Sort your accounts receivable by the amount owed or the length of time the account has been outstanding to prioritize your collection efforts.
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Tracking Information: Easily track changes over time to identify trends and patterns, helping you to make informed business decisions.
User Roles and Permissions
Access to the Accounts Receivable Summary feature is available to users with the following roles:
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Accounts Manager: This role can view, edit, sort, and track information in the Accounts Receivable Summary.
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Accounts User: Users with this role have viewing and tracking permissions, but may not have the ability to edit information.
Benefits for Business Operations
The Accounts Receivable Summary feature greatly enhances your business operations by providing a clear, organized view of your outstanding accounts. This allows for more efficient account management, saves time in tracking payments, and ultimately improves your company’s cash flow.
For further assistance or more information about this feature, please refer to our additional non-technical resources or contact our support team.
Remember, Empress is here to simplify your business processes. So, sit back, relax, and let Empress do the work for you!