Calculate days overdue & apply DUE-related Rules

Data Reading

Report Overdues to Spreadsheet

Data Preprocessing

• Join: Add data from another source

• Filter: Keep only overdues

• Apply Action: Based on due invoice sum and customer rating

Invoice Monitoring

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.

• 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.

• Based on the sum of the due invoices as well as the customer credit rating, it automatically assigns actions to the sales department.

• Finally, it presents a visual overview in a dashboard and stores receivables in a spreadsheet.

Data Visualization and Monitoring