Accounts Receivable | Financial Management
Branch / Region Aging
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.
What it does
Inside Branch / Region Aging.
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.
01
Dimension tagging
02
Aging engine
03
Drill-to-source
04
Concentration analysis
05
Bucket customisation
Where it sits
Part of Accounts Receivable.
Customer Invoicing Invoices raised from the order, contract or delivery that earned them. Credit Management Limits, exposure and terms evaluated before the commitment. Collections A worked queue ranked by cash at risk, with contact history attached. Disputes and Deductions Contested invoices become cases with owners and deadlines. Cash Application Receipts matched to invoices on the day they arrive. Customer Statements Statements and portal access that reduce the reason to call. Credit and Debit Notes Corrections raised as documents, applied to the invoice they correct. Sales Agreements What a customer committed to, and how much of it they have actually drawn. Customer Rebates Rebates accrued as the customer buys, not discovered at settlement. Customer 360 Quotes, SOs, invoices, receipts, credit limits, contacts and documents on one customer record. Quotes & Sales Orders Approval workflows, version history, line-level discounts, one-click conversion to invoice. Recurring Invoices Subscription-friendly recurring billing. Auto-IRN, auto-WhatsApp send, follow-ups if unpaid. Credit Note Management Sales returns, post-supply discounts, ITC reversal-aware credit notes with IRN. UPI / Payment Links Razorpay, Cashfree, PayU, ICICI integrated. UPI / card / netbanking link on every invoice. Export Invoicing & SEZ LUT, FIRC, BRC, Form A1/A2 metadata; IGST refund tracking; multi-currency.
Run Branch / Region Aging against your books.
A working session on your structure and a month of your documents.