Step 01
Dimensions tagged at the invoice
Branch, region, sales rep, business unit captured on the invoice (or inherited from the customer). The aging engine reads these dimensions for the slice.
Accounts Receivable | Branch / Region Aging
Aging by branch, region, rep or BU. The cut your CFO actually asks for.
0-30, 30-60, 60-90, 90+ day buckets sliced by branch, region, sales rep or business unit. Drill from any cell to the underlying invoices and customers. Concentration risk visible across the portfolio.
How it works
From open invoices to the dimensional aging view.
Step 02
Aging engine runs nightly
Open invoices bucketed by 0-30, 30-60, 60-90, 90+ days. Sliced by every dimension simultaneously. Drill-down to the source invoice in one click.
Step 03
Concentration view
Top customers by aging exposure. Top regions by 90+ outstanding. Sales rep performance against their book. CFO sees the whole portfolio in one screen.
What the system does
Capability, input, output.
| Capability | Input | Output |
|---|---|---|
| Dimension tagging | Invoice + branch / region / rep / BU | Tagged invoice for slicing |
| Aging engine | Open invoices + bucket definitions | Bucketed aging per dimension |
| Drill-to-source | Aging cell click | Underlying invoices + customers |
| Concentration analysis | Aging across customers | Top-customer / top-region exposure |
| Bucket customisation | Custom bucket definitions | Per-organisation aging policy |
-
Dimension tagging
- Input
- Invoice + branch / region / rep / BU
- Output
- Tagged invoice for slicing
-
Aging engine
- Input
- Open invoices + bucket definitions
- Output
- Bucketed aging per dimension
-
Drill-to-source
- Input
- Aging cell click
- Output
- Underlying invoices + customers
-
Concentration analysis
- Input
- Aging across customers
- Output
- Top-customer / top-region exposure
-
Bucket customisation
- Input
- Custom bucket definitions
- Output
- Per-organisation aging policy
Compliance + integrations
Dimensional aging that feeds disclosure and provisioning.
The dimensional aging feeds Schedule III ageing disclosure, Ind-AS 109 ECL provisioning, and segment-level credit risk reporting.
Regulations we work within
-
Schedule III, Part I
Trade receivable ageing disclosure.
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Ind-AS 109
Expected Credit Loss provisioning.
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Ind-AS 108 (Segment Reporting)
Segment-level receivable disclosure.
Connects to
- Excel export Auditor-friendly aging report
- PDF export Board-pack format
Branch / Region Aging FAQ
What buyers ask.
Can we customise the aging buckets?
Yes. Default is 0-30, 30-60, 60-90, 90+. Customise to match your credit policy (e.g., 0-15, 16-45, 46-90, 91+). Configurable per entity. Historical data re-buckets on the new definition.
Sales rep performance on collection. How is that scored?
Per-rep view shows the book they own (open invoices for their customers), the aging buckets and the trend over time. Collections success rate (receipts vs outstanding) is computed monthly.
Multi-entity aging. Group view?
Yes. Per-entity aging plus a group consolidated view. Foreign entities translate to the group reporting currency for the consolidated aging.
More in Accounts Receivable
Related features
Customer 360
Quotes, SOs, invoices, receipts, credit limits, contacts and documents on one customer record.
See Customer 360Credit Management
Per-customer credit limits, utilisation tracking, exposure aging, on-hold logic at the SO step.
See Credit ManagementCustomer Statement of Account
Outstanding statement per customer; bulk send via email or WhatsApp.
See Customer Statement of Account
See your aging by branch and region, on your data.
Connect one entity, free. Tag a few invoices with branch and rep. The dimensional aging surfaces in real time; the concentration view is one click away.