Getting Started: Finance Teams

If you're in finance, you want the numbers and you want them fast. Here's how you can understand the account health without muddling through a quagmire.

Dashboards: Get a bird's eye view

The dashboard allows you to see the overall health of all of the accounts. Learn more about the metrics here.

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Reports

There are four types of reports:

  1. Invoice Tracking Status Report
  2. Customer Status Tracking Report
  3. Credit Control Report
  4. Legal Escalation Report

The three most important reports for you will be the Invoice Tracking Status Report, Customer Status Tracking Report, and the Credit Control Report.

Invoice Status Tracking Report

So, you don't necessarily want to see everyone's accounts, right? In Peakflo, you can filter out just the details you care about. To find out what's happening with the invoices, go to 'Reports' and select the 'Invoice Status Tracking Report.' Here you can filter by account manager to see only your accounts.

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Next, click on an outstanding invoice. You'll be able to see a full timeline of all communications that you've had with this company. In fact, in this window you'll be able to see all the invoices issued and their statuses, edit contacts, and upload files and screenshots that happened in another channel, like Whatsapp.

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You can also post private notes about the customer that only internal people can see.

How convenient is that?

Customer Status Tracking Report

This report is another gem. It gives you a foolproof way to see what's happening with customers, highlighting who's paid early or late in plain language.

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Credit Control Report

In this report, you'll be able to monitor what's happening with customer credit limits. Like the customer status tracking report, the Credit Control Report is in plain language.

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