Total overdue (SEK)
—
Import a report to begin
Stage 3–5 customers
—
Require urgent action
Open tasks
0
0 overdue
Report date
—
No data yet
Stage distribution
Outstanding by stage (SEK)
No data yet
Highest-risk customers
| Customer | Outstanding (SEK) | Months overdue | Stage | Action needed |
|---|---|---|---|---|
Import a Customer Detailed Aging report to begin | ||||
| Customer | Outstanding | Stage | Next contact | Sales rep | Help from sales | Communication | To do | Info from customer | Actions |
|---|---|---|---|---|---|---|---|---|---|
Import a BC report to populate the overview | |||||||||
Overdue tasks
Due today
Due this week
Completed (recent)
| No. | Name | Sales rep | Contact | Phone | VAT no. | |
|---|---|---|---|---|---|---|
Loading customers… | ||||||
| Document no. | Customer | Description | Posting date | Due date | Months overdue | Amount | Currency | Amount (SEK) | Type | Stage |
|---|---|---|---|---|---|---|---|---|---|---|
No invoices yet | ||||||||||
| Sales rep | Customers | Total outstanding (SEK) | Avg. months overdue | Stage 5 customers | Stage distribution |
|---|---|---|---|---|---|
Import a BC report to see sales rep overview | |||||
compared to
Paid / removed
New overdue customers
Stage changes
Amount changes (partial payments)
1. Upload file
2. Preview & validate
3. Complete
Drop Customer Detailed Aging report here
Export from Business Central: Reports → Customer Detailed Aging
All your comments, next contact dates and notes will be preserved automatically