Add portal setting to allow Open Billing Review to age from Invoice Date OR Due Date. Terms vary among our customers, so the 30 day buckets are not helpful. An invoice may be in the 31-60 bucket but not past due if that customer's terms are 45 days. Likewise, an invoice in 0-30 may be past due if the customer is on 10 day terms. Adding the ability to age from due date based on customer terms will allow us to use Open Billing Review for follow up on old items and collections.
Melissa Mahurin
| Company | FHG, Inc. |
| Job Title / Role | business process manager |
| I need it... | Yesterday...Come on already |
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Add a new column and filter called "Days till Due" with +/- days by looking at HQ Payment Terms for the AR customer. For a Net45 customer, the day the invoice is issued would have the value of -45, the due date would be 0, and 1 week past due would show +7. This way we can still see aging as is, but also slice the data by what is actually overdue and act accordingly.