Receivable Over View

Resalat Kabir

Dear all, 

Our current receivable has many terms such as advance payments / 30-45-60-120 days deferred.

We are maintaining it in an excel sheet but I am afraid some receivable might be missed.

 

What I am looking for is a sheet where I enter the customer invoice value and by when what percentage of that value will I receive. It will auto-populates in a calendar view.

Is there such a template for it.

Thanks in Advance

Andrée Starå

Hi Resalat,

Have you tried importing the Excel file you have now? Would it work as a starting point?

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting