Accounts Receivable
BSW and I&R AP aging invoices from SharePoint · Invoice Detail
Dashboard & Interactive Pivot
Choose fields, drag them into the pivot areas, and see every change immediately.
PivotTable Fields
Check a field or drag it into Filters, Columns, Rows, or Values. No update button is required.
Pivot Table
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Pivot Chart
Customize the chart type, legend, labels, title, and series colors.
Period Comparison
Build a period-based pivot with previous-period values, deltas, and an editable chart.
Comparison Pivot Fields
The selected period stays locked as the first row. Add filters, multiple row or column fields, and choose the calculation used by Values.
Comparison Table
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Comparison Chart
Chart follows the current comparison pivot.
Invoice Detail
The newest 50 records load first. Use the collapsible filters below and sort any visible column from its header.
Invoice Records
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Action Management
Identify aged invoices, wait for the applicable Frontier payment cycle, and route the action to a configurable role.
Action Filters
Role assignments are based on Ftr Status. Payment cycles are calculated from Due Date using the 15th and month-end/1st convention.
Action Queue
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Notification Settings
Assign people to durable action-owner roles and configure the conditions that may trigger future notifications.
Notification Recipients
People are assigned to roles. Changing a person later will not require code changes.
| Role | Name | Type | Status | Actions | |
|---|---|---|---|---|---|
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Notification Rules
Rules target roles rather than named people. Current match counts show what each rule would include.
| Rule | Role | Conditions | Schedule | Current Matches | Recipients | Status | Actions |
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