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AR DASHBOARDAccounts receivable dashboard

The accounts receivable dashboard that shows what to do next.

See who owes you, how late it is, what nobody is chasing and who on your team is collecting. Synced with QuickBooks, updated all day.

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Contractor checking where receivables stand between jobs
Synced with QuickBooksUpdated all day
WORKFLOW COVERAGELIVE
Open invoices
EmailTextVoicemailPaid
Unprotected AR: protect these invoices
  • Open ARby age, updated all day
  • Unprotected ARinvoices nobody is chasing
  • Promises to paydue this week
  • DSOin the A/R Overview report
  • Team performanceby collector

THE PROBLEM WITH AGING REPORTS

An aging report tells you what went wrong. It doesn't tell you what to do.

Once a month, maybe once a week if cash is tight, someone runs the A/R aging report. The total goes to the owner, the scary column gets a few calls, and everyone goes back to work. It's a snapshot. It doesn't say which late invoices someone is working, which ones nobody has touched or who promised to pay on Friday.

  • No view of follow-upYou can see late balances, but not whether anyone is working them.
  • No view of the teamWhen collections is spread across a few people, nobody can tell who's moving money and who's stuck.
  • Reports take too longPulling numbers together for the owner or the bank eats an afternoon every time.
A/R detail aging report with current, 1 to 30, 31 to 60, 61 to 90 and over 90 day buckets

THE DASHBOARD

What's on the AR Workflow dashboard.

Built for the owner who has five minutes and wants to know where cash stands. Unprotected AR sits at the top, right next to the button that fixes it.

OPEN AR

Open AR at a glance

Total open receivables by age, updated as invoices and payments sync from QuickBooks.

FIX FIRST

Unprotected AR

Open invoices with no follow-up workflow on them, in dollars. No reminder, no call planned, no owner.

COVERAGE

Workflow coverage

What share of open invoices are being followed up. One click, Protect these invoices, covers the rest.

PROMISES

Promises to pay

Who committed to pay and when, on each account and in the Promise to Pay report.

AGING

Aging by customer and job

Same buckets as QuickBooks, with follow-up status next to each invoice and rollups by parent customer.

ACTIVITY

Recent activity

Payments in, messages sent, replies waiting, calls made.

STANDARD REPORTS

Collections reports you don't have to build.

A/R Overview, Aging Detail, Collection, Cash Collected, Promise to Pay, Activity, Talk Time and Job Average come standard. Filter by customer, collector, date range and status, or set up custom reports for the numbers your lender or bonding company asks for.

Promise to Pay report by AR specialist and customer

Promise to Pay

Who promised, for how much, and did they keep it? Plan the week's cash around it.

Collection report with invoiced and collected totals by week

Collection

What did we collect, from whom, over this period?

AR KPIS

Accounts receivable KPIs every contractor should track.

Pick three to watch every week. For most contractors, that's DSO, percent over 90 and Unprotected AR.

DSO

Days sales outstanding

AR divided by credit sales for the period, times the days in the period. Lower is better.

OVER 90

Percent over 90 days

AR over 90 days divided by total AR. The older an invoice gets, the harder it is to collect.

UNPROTECTED

Unprotected AR

Open invoices with no follow-up plan, in dollars. On the dashboard. The goal is zero.

CEI

Collection effectiveness index

How much of what was collectible in a period you actually collected. Closer to 100 is better.

ADD

Average days delinquent

DSO minus best possible DSO, the DSO you'd have if everyone paid on time.

PROMISES

Promise-to-pay kept rate

Of the promises customers made, how many were kept on time. In the Promise to Pay report.

DAYS SALES OUTSTANDING

Track DSO without a spreadsheet, and lower it without hiring.

DSO is the average number of days it takes to turn an invoice into cash. Lenders and bonding companies often ask for it. The A/R Overview report calculates it for the period you choose, so you can watch the trend. If it's creeping up, these help, in order of effort:

  • Invoice fasterBill the day the job is done, not at the end of the week.
  • Make paying easyA payment link in every invoice, reminder and text. Card and ACH.
  • Remind before the due dateA courtesy reminder catches the customers who simply forgot.
  • Put every invoice on a planUnprotected AR is where DSO quietly grows.
  • Offer payment plansOn large balances, instead of waiting for the whole amount.
  • Review aging weeklyAct on the oldest balances first.
A/R Overview report with invoiced, collected and days sales outstanding

WEEKLY REVIEW

A simple weekly AR review using the dashboard.

Same five steps, same day each week. It turns receivables from something that happens to you into something you manage.

01

Start with Unprotected AR

If it's not zero, find out why and protect what should be protected.

02

Scan the oldest buckets

Check each timeline for a promise, a dispute or a missing document. Assign the next step.

03

Check this week's promises

Plan cash around the likely ones. Follow-up resumes on the ones that slipped.

04

Look at AR Performance

Whose accounts are slowing down? A quick talk now beats a cash crunch later.

05

Glance at DSO

Is the trend going the right way? If not, find the customers pulling it up.

BUILT FOR CONTRACTORS

Why a contractor AR dashboard looks different.

Generic dashboards are built for the same invoice to the same customers every month. Contractor receivables are messier.

One customer, many jobs

GCs, property managers and carriers need rollups by parent customer and drill-down by job.

Mixed payers

A homeowner owes the deductible, a carrier owes the rest. Different follow-up, reported separately.

Progress billing

Deposits, progress invoices and final balances put one job in several aging buckets at once.

Field-heavy teams

Notes and call recordings on the account keep the office and the job site on the same page.

TEAM PERFORMANCE

See who's collecting, not just what's owed.

If more than one person works collections, the AR Performance view shows how each of them is doing. It's not about watching over shoulders. It's about seeing early when someone's accounts are slowing down, and stepping in before it becomes a cash problem.

Open AR assigned

To each collector.

Cash collected

Over the period you pick.

Average days to get paid

On their accounts.

Full activity history

Emails, texts, voicemails, tasks and call recordings.

For owners stepping back from collections: your AR person works the Priority Queue, you check the dashboard and open any account without asking anyone.

BUYER'S CHECKLIST

What to look for in an accounts receivable dashboard.

If you're comparing tools, here's a short checklist for contractors.

01

Live accounting sync

Numbers that match QuickBooks without exports.

02

Follow-up status

Next to every balance, not just how late it is.

03

Customer and job rollups

For carriers, GCs and property managers with many jobs.

04

Collector performance

If more than one person works receivables.

05

Number to action

One click from a number to the next step.

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YOUR INVOICE, NOT A FEATURE TOUR

Bring us one overdue invoice. Watch the number move.

On the demo we connect a sample of your QuickBooks data and show you your own dashboard. You'll see:

  1. 1Your open AR and aging
  2. 2How much is unprotected right now
  3. 3One overdue invoice going onto a workflow
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YOUR OPEN INVOICE

Past due

[YOUR BALANCE]

Status requestEmail

Second touchText

Still openVoicemail

Payer can pay by card or ACH

FAQ

Accounts receivable dashboard FAQs

Still have a question?

Bring it, and one overdue invoice, to a demo.

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What is an accounts receivable dashboard?

An accounts receivable dashboard is a single screen that shows what customers owe you, how late it is and what's being done about it. AR Workflow's dashboard adds Unprotected AR and workflow coverage, with promises to pay a click away, so you can see where to act, not just where you stand.

How is this different from the QuickBooks aging report?

The QuickBooks aging report shows balances by age. AR Workflow shows the same buckets plus the follow-up status of every invoice, rollups by customer and job, promises to pay and collector performance. It also links each number to an action.

Does the dashboard update automatically?

Yes. Invoices and payments sync with QuickBooks Online throughout the day, so the dashboard reflects changes as they happen.

Can I see AR by job?

Yes. QuickBooks Projects and sub-customers roll up under the parent customer. See the total, then drill into each job.

Can I track DSO?

Yes. The A/R Overview report includes days sales outstanding for the period you choose.

Can my bookkeeper or a partner see the reports without editing anything?

Yes. A view-only role lets someone see dashboards and reports without changing data.

What should be on an accounts receivable dashboard?

Total open AR, aging by bucket, the amount with no follow-up plan, promises to pay coming due, recent payments and activity, and DSO over time. If more than one person collects, add performance by collector.

What is a good DSO for a contractor?

It depends on your trade, your mix of residential and commercial work and your payment terms. The trend matters more than the number. Compare yours month over month and against your own payment terms.

What's the difference between an AR dashboard and an aging report?

An aging report is a list of open balances grouped by how late they are. A dashboard puts that together with follow-up status, promises, payments and team activity, so you can see what to do next.

How often should I review accounts receivable?

Weekly for the dashboard and aging, daily for whoever works the Priority Queue, and monthly for DSO and the bigger trends.

How much does it cost?

The dashboard and reports come with every AR Workflow plan: $295, $395 or $495 per month. See pricing. There's no free trial. We'll show it on your own data during a demo.

Know where every dollar stands, and what's next.

See your own accounts receivable dashboard, built from one of your overdue invoices.

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  • Keep QuickBooks
  • Start with one invoice
  • Stay in control