Accounts Receivable Automation
01.Сhallenge
The client requested to develop an automated tool to improve their invoicing and payments processes, and add transparency to the staff performance.
02.Solution
We developed a web-based application which allows a client to upload raw data from 3rd party accounting application and track invoices by each policy number, and browse agents’ performance on a daily basis.
03.Main Features
- View list of active, cancelled, and expired policies
- View invoice details
- Update policy status, and invoice status log
- Assign a selected agency to a specific staff member
- View visual statistics by agents and agencies
- Track daily activity of all staff members
- Different levels of access based on managers and agents permissions
- View history of uploaded lists