KISAH DI BALIK FITUR INI
PERILAKU ODOO
Aged balance in Odoo is based on the due date, which is fixed once an invoice is validated and is also a mandatory legal field that should not be modified after validation. If your customer delays payment, you cannot record the expected payment date and thus cannot follow up on your aged balance based on the expected payment date.
Selain itu, Anda tidak dapat memantau aged balance berdasarkan salesperson sehingga tidak dapat menetapkan bersama setiap sales tindakan utama yang perlu dilakukan terhadap pelanggannya.
PERILAKU CLUEDOO
Cluedoo memperkaya laporan aged balance Odoo dengan menambahkan:
- Opsi "Based on expected payment date". Anda dapat memeriksa aged balance Anda berdasarkan due date atau expected payment date, baik di sisi pelanggan maupun pemasok.
- Filter berdasarkan salesperson agar departemen keuangan dan salesperson dapat berkomunikasi dengan mudah.
NILAI TAMBAH MODUL (MODULE +)
If you have experienced some customer payment delays, this module is a must-have because Odoo's basic settings of aged balance do not offer a setting for expected payment dates.
KASUS BISNIS
You are working on a project, and your customer does not respect the due date at all. So, if you check your aged balance, almost all of your invoices are due, and you cannot use this aged balance to get an accurate idea about your positive cash flow during the next month.
Dengan expected payment date, aged balance memberi Anda visibilitas cash flow yang jelas dan realistis.
REKOMENDASI CLUEDOO
Expected payment date management is one of Cluedoo's most recommended practices. This should be installed on 100% of the database using invoicing modules.
FITUR KAMI SEBAGAI SOLUSI
Expected Payment Date
Kita dapat menetapkan expected payment date pada Invoices serta memiliki laporan Aged Receivable dan Payable Expected Date
HOW TO USE THIS MODULE
Expected Payment Date pada Customer Invoice/Vendor Bill
Kita dapat menetapkan Expected Payment Date pada invoice/bill
Aged Receivable/Payable Expected Date Report
Cluedoo menyediakan laporan Aged Receivable/Payable Expected Date, tempat kita dapat melihat expected payment date yang sudah kita tetapkan pada invoice/bill
Catatan:
From v18, we no longer have the Aged Receivable/Payable Expected Date report because we can use the configuration and add the needed columns
Laporan Aged Receivable/Payable
Data kolom Due Date, Invoice Date, dan Expected Date akan diambil dari invoice/bill
Filter Sales Person
Pada laporan Aged Receivable and Payable Expected Date, kita dapat memfilter berdasarkan Salesperson.
Note: Sales Person filter should only work on Aged Receivable
