Revenue

How do I gain real-time visibility to the balances of buyer accounts?

In the fast-paced environment of an association’s accounting department, keeping tabs on outstanding balances is crucial. Without real-time visibility into what each buyer owes, it becomes challenging to manage cash flow and make informed decisions. Engagifii simplifies this process, offering a suite of tools that provide instant insight into buyer account balances, so you can stay on top of your finances.

Run the ATB to get the high-level picture

The Aged Trial Balance (ATB) report is your go-to tool for a snapshot of all outstanding balances across your buyers. With just a few clicks, you can generate an overview that groups balances by aging periods, such as 0-30 days, 31-60 days, and so on. This high-level picture allows you to quickly identify which accounts need immediate attention.

Drill into specific buyer accounts to take action

Once you have the big picture, Engagifii lets you dive deeper into individual buyer accounts. Clicking on any buyer from the ATB report opens detailed account information, where you can see all invoices, payments, and credits. This feature is essential for resolving disputes, sending reminders, or processing payments directly from the interface.

Quickly get to the buyer-specific details

Engagifii provides detailed metrics for each buyer’s account, including the current balance, overdue amounts, and available credits. This feature ensures you have all the information you need at your fingertips, making it easy to take the appropriate action, whether that’s following up on overdue payments or applying credits to outstanding invoices.

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