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Real-world Business Intelligence with Microsoft Dynamics GP by Mark Polino, Belinda Allen

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Chapter 5. Business Intelligence for Receivables Management

If every customer paid everything they were billed for in a timely fashion, this module would be called Customer Receipts. The reality is that this is far from the case; hence, the name Receivables Management (RM).

This module in Microsoft Dynamics GP can do so much for you: using features in RM and these BI tools will help you make decisions about when to push collections, discontinue service, and show a good customer more attention.

What we will build:

  • Sharable aged trial balance
  • Customer sales this year compared to last year

Sharable aged trial balance

All organizations, whether for-profit or nonprofit, have two important things to manage: money going out and coming in. Managing what is ...

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