Open AR Dashboard

Get paid faster with better AR visibility

The Open AR Dashboard gives your A/R team a real-time view of every outstanding invoice — aged into current, 30, 60, and 90+ day buckets — with one-click drilldown to invoice details, customer totals, and job-level exposure. Stop running aging reports in Sage and start managing collections from a single live screen.

What’s included

• Open Invoice Listing — every unpaid invoice with customer, job number, invoice date, and days outstanding
• AR Aging Buckets — current, 1–30, 31–60, 61–90, and 90+ day totals
• Customer-Level Summary — total owed per customer across all open jobs
• Job-Level Detail — which jobs carry the largest outstanding balances
• Payment Trend — monthly receipts vs. invoiced amounts over rolling 12 months
• Top Overdue Accounts — ranked list of highest-balance 60+ day past-due customers

Who it’s for

• A/R teams prioritizing collection calls by dollar amount and days outstanding
• Controllers presenting AR aging to ownership at weekly reviews
• Project managers checking if their job has been invoiced and paid
• Owners tracking cash conversion cycle and DSO (Days Sales Outstanding)