ACCOUNTS RECEIVABLE WEEKLY REPORT
WHY ?
We do this report weekly to keep track of our accounts owing ,
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STEPS
NOTE : make sure the averages data is correct , this may have to be updated each week
When you send to manager , send screen shot with your comment
WHAT TO HIGHLIGHT
IF RESULT IS EITHER MORE $10,000 OR 10% BETTER THAN AVERAGE -THEN HIGHLIGHT GREEN (i.e less money owing for that period )
IF RESULT IS EITHER MORE $10,000 OR 10% WORSE THAN AVERAGE HIGHLIGHT YELLOW - (i.e more money owing than average )
ideally with reason why this has declined and action plan to resolve
IF RESULT IS EITHER MORE $15,000 OR 15% WORSE THAN AVERAGE HIGHLIGHT RED - (i.e more money owing than average )
ideally with reason why this has declined and action plan to resolve
When you send to manager , send screen shot with your comment
WHAT TO HIGHLIGHT
IF RESULT IS EITHER MORE $10,000 OR 10% BETTER THAN AVERAGE -THEN HIGHLIGHT GREEN (i.e less money owing for that period )
IF RESULT IS EITHER MORE $10,000 OR 10% WORSE THAN AVERAGE HIGHLIGHT YELLOW - (i.e more money owing than average )
ideally with reason why this has declined and action plan to resolve
IF RESULT IS EITHER MORE $15,000 OR 15% WORSE THAN AVERAGE HIGHLIGHT RED - (i.e more money owing than average )
ideally with reason why this has declined and action plan to resolve
COMPARISONS AND AVERAGES
This is the best way to bench mark compare to previous months , do for same period of that month and previous months and we compare to the previous weeks
see video for guides
CLICK HERE FOR VIDEO
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ONCE ALL DONE EMAIL RESULT TO GENERAL MANAGER
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