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New and improved reports are now available in Chaser, designed to provide greater clarity over receivables performance. These updates empower you to more easily identify problems in your receivables process and make better-informed decisions to reduce late payments. See the key updates outlined below.
Understand your follow-up success over time
The enhanced chasing insights feature enables you to review follow-up success over custom time periods, offering a clearer picture of how strategies are performing over time. A detailed breakdown of what has been sent by chase method—SMS, auto-calls, letters, or emails—is now available. You can also track how much has been paid during the selected period, identifying trends and optimizing collections strategies.
Chasing insights now also include data from ‘chase now’ activities, ensuring a complete view of receivables efforts.
See the health of your receivables at a glance
The new receivables pie chart provides a snapshot of invoice statuses, divided into five categories: chasing, not chasing, paid, collections, and in dispute. This visual overview makes it easier to identify areas requiring attention and helps you focus on resolving issues that could delay payments.
Identify and take action on problem-payers
The top 10 debtors report highlights the largest outstanding debtors, alongside a detailed aging breakdown of their invoices. This insight allows you to prioritize chasing efforts and take proactive action to resolve outstanding amounts from high-risk payers.
Understand your total amount paid more clearly
The paid chart has been restyled to give a comprehensive overview of all paid invoices, including the amount paid and invoice count per month. Unlike previous versions, this chart accounts for all payments, not just those collected through chasing activities. Your organization can use these insights to monitor cash-in trends and evaluate overall receivables performance.
Export Chaser data more easily
Exporting data from Chaser is now more intuitive. Customer history can be exported in XLSX format, offering flexibility in data analysis and sharing. Enhancements to receivables exports include a paid date column and other fixes. These updates ensure that exported data is easy to organize and work with.
More insights in receivables
Receivables now include two new views: risk and detailed. These features replace older Risk and Customer insights reports and allow you to filter and segment debtors more effectively. Available for Standard, Enterprise, and Custom plan users, these views help you assess risk levels and prioritize actions accordingly.
Real-time charts and refreshed data
Charts now refresh automatically whenever the reports page or chasefeed is visited, ensuring data is always up-to-date. A “last refresh date” is displayed with each chart, providing transparency over when the insights were last updated. This improvement eliminates waiting times and ensures decisions are made based on the latest information.
View your reports or try Chaser for free
If you are a Chaser user, access the improved reports in your account here. If you don’t use Chaser, why not try it for free for 10 days? Start exploring how automated receivables management can save time, reduce late payments, and improve cash flow. Sign up for a free trial here.
Helpful resources to keep track of your receivables performance
Automation is the most effective way to manage accounts receivable, but if automation isn’t currently in use, the following tools from Chaser can still help streamline receivables tracking:
- Accounts receivable dashboard template: A simple and customizable dashboard template to track AR performance.
- Accounts receivables KPI tracker for Google Sheets and Excel: A pre-built tool for tracking AR KPIs and visualizing receivables data.
These resources are designed to help businesses maintain oversight of receivables and identify opportunities for improvement.
Conclusion
These updates to Chaser’s reporting capabilities follow the recent launch of the Revenue forecast, which offers an accurate overview of projected revenue. With these new features, Chaser continues to innovate, helping businesses better understand accounts receivable performance, income, and blockers.
Take advantage of these enhanced insights to improve cash flow, reduce late payments, and optimize your organization’s receivables management today.
