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Past collection tracking

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Günü geçmiş tahsilatların takibini nasıl yapabilirim? Örneğin; 4 aralık tarihinde yapılmış olması gereken fakat yapılmamış müşteri tahsilatlarını liste halinde görüntülemek istiyorum.

Translated in English by moderation:

How can I keep track of overdue collections? For example; I want to display in a list the customer collections that should have been made on December 4, but were not made.

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Hana Xue Microsoft Employee on at

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Past collection tracking

Hi,

In order to facilitate everyone's understanding, Billur's suggestions are as follows:
You can extract payment lists from Accounts Receivable -> Payment Journal, organized by daily entries.
Alternatively, you can query from the Open Transactions (Invoices) form by providing date criteria.

And you can also view documentation on managing and collecting overdue customer payments:
Manage and collect overdue customer payments | Microsoft Learn
Best Regards,
Hana
André Arnaud de Cal... 291,240 Super User 2024 Season 2 on at

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Past collection tracking

Please provide English answers, so we all understand and can follow the discussion.
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BillurSamdancioglu 15,786 Most Valuable Professional on at

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Past collection tracking

Merhaba,

Ödeme listelerinden (Alacak Hesapları -> Ödeme Günlüğü) ödeme listesi çekebilirsin günlük üzerine.

Ya da açık hareketler (Faturalar) formundan tarih kriteri vererek de sorgu yapabilirisn.
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saurabh bharti 15,039 Super User 2024 Season 2 on at

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Past collection tracking

Hi,

You can use following

1. Customer transactions with due date and invoice date https://exploredynamics365.home.blog/2021/10/01/trick-how-can-you-extract-customer-vendor-transactions-open-closed-in-excel-for-all-customers-vendors-in-microsoft-dynamics-365-finance-and-operations/

2. Invoices past due menu link

3. Credit and collection workspace with Power BI https://exploredynamics365.home.blog/2022/10/14/out-of-the-box-power-bi-enable-modify-use-in-microsoft-dynamics-365-finance-and-operations/
André Arnaud de Cal... 291,240 Super User 2024 Season 2 on at

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Past collection tracking

Hi Community user,

The only way to find out of collections were not generated, is by using collection generation process. That will run across the customer transactions and checks if the payment is overdue and what collection letter to generate after a specific grace period.
André Arnaud de Cal... 291,240 Super User 2024 Season 2 on at

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Geçmiş tahsilat takibi

Hi Community user,

This is an English lingual forum. I have used an online translator for you to have the question understandable by all forum participants.

Past collection tracking

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