Debtors Age Analysis for SYSPRO

Debtors Age Analysis for SYSPRO is a Microsoft Power BI app for accounts receivable (AR) aging, aged debtors reporting and credit control on SYSPRO ERP, with charts that follow the International Business Communication Standards (IBCS). It calculates outstanding balances, overdue invoices and collections from SYSPRO invoice and payment history for any selected month-end. One As Of Date slicer sets the reporting date for the whole report. When a past month-end is selected, every report page shows the debtors position as it stood on that date: the outstanding balance, the age of each invoice, the overdue amount and the amounts collected. KPIs Total outstanding, Not yet due and Overdue balances, with the change against the prior month-end Overdue ageing: overdue amounts by days past the due date Invoice ageing: outstanding amounts by invoice month % Overdue and Due in next 30 days Days sales outstanding (DSO), Collection effectiveness, Avg days delinquent and Avg days to pay Planned collections against amounts collected, and balances rolled to older age buckets Credit used, Credit available, Amount over limit and Days until limit reached Drill-through from a customer to the unpaid and partially paid invoices and the payments allocated to them The majority of SYSPRO environments have hosted SQL servers and require a Microsoft on-premises data gateway. Installation guide: Install the Power BI on-premises gateway for SYSPRO (video: watch on YouTube). Available free on Microsoft AppSource with sample data; a licence key from ForesightSA connects it to a live SYSPRO database.