WindoorERP Documentation 19.0

Monitor aging analysis dashboards, customer risk score trends, and automated cash flow forecasts

2 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Monitors executive receivables telemetry including debt aging brackets (0-30, 31-60, 61-90, 90+ days), algorithmic client credit risk scores, and rolling 90-day cash inflow forecasts.

Before you start

  • Receivables transactions posted.

Steps

Receivables aging analysis table categorized by debt age brackets

Accounts receivable aging distribution graph

Aging analysis cross-tabulation pivot matrix by project and client

Critical overdue customer receivables list requiring legal intervention

High credit-risk customer accounts list

Receivables executive statistics tabular report

Receivables recovery velocity metrics graph

Receivables recovery pivot matrix

Customer credit risk scores registry

Customer credit risk score trends over fiscal quarters

Risk score distribution pivot table

Rolling cash flow forecast schedule based on receivables

Cash inflow projection curve over next 90 days

Automated collection escalation rules list

Important

Automating Credit Hold rules prevents sales teams from confirming new fabrication orders for clients with unpaid invoices over 60 days old.

  1. 01
    Open Accounting › Customers › Dashboard › Aging Analysis across List, Graph, and Pivot views.
  2. 02
    Review Critical Overdue and High Risk Customers to identify accounts exceeding credit limits.
  3. 03
    Navigate to Configuration & Automation › Risk Score Trends to evaluate deteriorating payment behavior.
  4. 04
    Open Cash Flow Forecast to inspect projected monthly cash receipts based on customer payment history.
  5. 05
    Review Escalation Rules to automate credit hold blocks on delinquent accounts.

Common mistakes

  • Relying on static cash forecasts without updating customer payment plan commitment dates.
  • Ignoring sharp drops in a major contracting firm's automated credit risk score.

Continue learning

Process extrusion and glass supplier bills, 3-way matching, payments, and vendor refunds Processes supplier bills for raw aluminum billets, custom extruded profiles…

Was this article helpful?

Running a window or door factory?

Ask for a demo