Demo of the New Account Receivable Module

Loom

Joanna Kozlowska・

5 months ago

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1.2×

4 min⚡️4 min 33 sec3 min 38 sec3 min 2 sec2 min 25 sec2 min 8 sec1 min 49 sec1 min 27 sec

Introduction to Account Receivable Module

1.2×

4 min⚡️4 min 33 sec3 min 38 sec3 min 2 sec2 min 25 sec2 min 8 sec1 min 49 sec1 min 27 sec

Introduction to Account Receivable Module

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7 Comments

Matthijs Welle

Dec 18, 2024

With the tiles at the top of the screen, I am wondering if they give enough context. For example the first tile is just a number, but it would be good to for example to compare this to last month, to show whether this number is higher or lower and we got better at managing invoices over time?

For the second one we have the color grading to show the percentage more visually, but the numbers are not aligned to the colors.

For the third one, it lack the color grading, which is inconsistent. Also would a donut/pie chart not be more visually pleasing?

Joanna Kozlowska

Jan 22

Thank you

@Matthijs Welle

- I have just seen these comments 🙈

Joanna Kozlowska

Jan 22

We do plan in further iterations show comparison of the values with the past periods, we would start to do it with a Trial Balance and we plan a nice configuration whether it is to same day last year, or previous day last month or YTD etc. As for the visual side - indeed we are waiting for some design components to be completed - although I personally like the linear view for aging as we know that the closest to the right the worse it gets :)

Matthijs Welle

Jan 31

Are we able to add a widget to the main Mews dashboard with the summary widgets? I think if you are an accountant or working as Front office shiftleader this may be really valuable on the dashboard

Joanna Kozlowska

Feb 17

@Blanca Zulueta Santos

that is a good idea, do you know which team owns the main dashboard?

Andrea Pilutti

Dec 4, 2024

Thank you

@Joanna Kozlowska

what's the status of the table component here?

@Blanca Zulueta

told me it's still in the making – do you have visibility over when it's going to look and behave like in the prototype that was designed?

Matthijs Welle

Dec 18, 2024

Yes agree, this feels still some way from a Mews design look/feel

Matthijs Welle

Dec 18, 2024

It may be a nice feature to do a bulk reminder to all open invoices, maybe with a filter for a date since the last reminder?

Joanna Kozlowska

Jan 22

@Matthijs Welle

what we have planned for v2 is ability to send automated reminders based on invoice aging and adjust the invoice reminder template based on aging too, e.i. template for 30 days overdue would be more friendly that reminder template sent at 60 days overdue.

Jenna Decker

Feb 13

😍

Lucas van der Donk

Feb 14

Looks very nice. Will there eventually be filters available to select for example only status "overdue", "days aging" etc?

Matthijs Welle

Dec 18, 2024

Will we have a tile for the main dashboard, that we could display to users with invoicing user rights? Ultimately we want to drive engagement with the reminders, and remind the hotel if some invoices are aging and no reminder was sent... and capture the payment revenue :-)

Andrea Pilutti

Dec 19, 2024

Yes this is the intention/vision for the new Dashboard we have in our roadmap for 2025. Having widgets in the Dashboard that are distilling and anticipating key info without having to go in the full feature. AND making it actionable – where possible, straight from the Dashboard itself. (

@Harry Marshall

@Vitor Amaral

for visibility)

Harry Edwards-Marshall

Dec 19, 2024

👍

Matthijs Welle

Dec 18, 2024

Love it, well done, we have been waiting a long time for this functionality and this is amazing!

Joanna Kozlowska

Jan 22

😍

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