Having received customer invoice payments, AR team members would need to match up the received payments with the corresponding customer orders (or invoices), which would be partially matched, fully matched or even overpaid.

Collectively, the team members would need to prepare a customer aging analysis report for management based on the outstanding or overdue invoice amounts for debt analytics.

The pain point is that all these are done manually with Excel spreadsheets and it would take much time to reconcile all of worksheets.

A perfect solution is to get all these routine tasks automated with Excel automation (no-coding approach) with a dashboard system.

If you are interested in knowing a bit about the design, please don’t hesitate to register for the coming lunch talk with the following link.

Mr Danny Chan, the speaker, lecturer and data consultant, will present to you the solution with a live demo.

Language: Cantonese (Supplemented with English)