The Customers & Suppliers tab is the initial page you land on when you click Performance.
The information on this page comes from the data source of the accounting software your organisation integrates with (Sage Accounting, QuickBooks Online or Xero). It provides you with a detailed breakdown of the behaviour of your customers and suppliers.
Columns show the following information for your selected date range:
Type - Customer or Supplier
Contact
Total due
Total overdue
Total invoiced
Average sale
Days to pay
Dependence
Last activity
Date range
Date range
Click the dropdown in the top right to change the date range:
This month
Last month
Last 3 months
Last 6 months
Last 12 months
Last 24 months
Sort and filter
Sort and filter
You can sort and filter the customer and supplier table easily to refine the presentation of the information. For example, you could sort the total due to appear from highest to lowest.
Contact deep dive
Contact deep dive
When you click on any customer or supplier this shows more insights for them. You can see key information about payment trends, what is due today and what is late, all within the overview at the top.
There is also graphical representation of the payments you’ve received or have made over
The last 3 invoices or bills
The last 10 invoices or bills
This year
Last year
Current and annual risk is assessed as well as dependency on that customer and supplier.
