Invoice Monitoring Automated

<p><strong>Invoice Monitoring</strong><br></p><p>This workflow monitors invoices to identify account receivables and matches unpaid invoices with CRM data in order to follow up with the most critical customers.</p><ul><li><p>The workflow calculates the overdue invoices and their total amount, and joins the data with company internal data about the responsible persons for a specific customer and the customer credit rating.</p></li><li><p>Based on the sum of the due invoices as well as the customer credit rating, it automatically assigns actions to the sales department.</p></li><li><p>Finally, it presents a visual overview in a dashboard and stores receivables in a spreadsheet.</p></li></ul>