Description: From the Customer Collections dashboard, gain insight into your accounts receivable to determine a collection strategy.
Hotspot Coordinates: 450/200
Tooltip: Launch Customer Collections
Tooltip Position: left
Outro Animation:
Description: Use the Invoice Risk Levels worklet to see how much is at risk of not being collected and identify customer invoices contributing to this amount.
Hotspot Coordinates: 525/410
Tooltip: View high-risk invoices
Tooltip Position: top
Outro Animation:
Description: Filter invoices by currency, type, and more.
Hotspot Coordinates: 510/400
Tooltip: View details
Tooltip Position: left
Outro Animation:
Description: Easily view customer information, including their invoice risk score, payment due date, and amount due.
Hotspot Coordinates: /
Tooltip:
Tooltip Position: top
Outro Animation:
Description: Use the Top Customers at Risk worklet to view the status of your collections by customer.
Hotspot Coordinates: 545/1390
Tooltip: View all customers
Tooltip Position: right
Outro Animation:
Description: Workday assigns a risk score to each customer so you can develop your collection strategy.
Hotspot Coordinates: /
Tooltip:
Tooltip Position: top
Outro Animation: