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Accounts Receivable Finance & Controlling
Accounts Receivable
Receivables aging, client balances, practice analysis, and collection tracking
๐Ÿ“‹ Using this for billing & collection โ€” quick guide for practice leads
  1. Scope to your practice โ€” pick it in the Overview dropdown; every tab then shows only your clients.
  2. The queue is live from Keez. An invoice drops automatically once it's recorded as paid / allocated in Keez โ€” you do not mark invoices paid here. If one still shows open but you know it's paid, the payment isn't allocated in Keez yet (it clears the next day once it is).
  3. Reading the amounts: Currency = the invoice's real currency ยท Balance (RON) = outstanding in lei ยท Balance (EUR) = the same outstanding in euro.
  4. Follow up with clients: with your practice selected, click ๐Ÿ“ฅ Export for a clean per-practice list to attach to your reminders.
  5. Tabs: ๐Ÿ“… Daily = today's collection queue ยท ๐Ÿ’ฌ Collections = optionally log nudges / promised-to-pay (tracking only, doesn't change balances) ยท By Company = by issuing CLA entity.
  6. Something looks off? Email Ionut โ€” the figures mirror Keez, so it usually points to a Keez entry to fix.