Accounts Receivable Power BI Report Dashboard that provides a complete analysis of AR data points
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Overview | Samples | Variables | Alert Functionality | Processor and Gateway Fees | Power BI Reporting | Related Alerts | Webinar
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Overview
Overview
ID734 is a Power BI report that provides accounts receivable data points so you can easily analyze your AR. You have the option to add-on a Power Platform feature that allows you to trigger a reminder email to your customers, and write back options into EA, all from inside this AR Power BI report.
If you use a combination of ID437 to email invoices to customers as they are created, ID800 to chase when invoices are past due, and ID669 online payment links that allows your customers to pay you online (you recover credit card fees), and this power report, it will automate the majority of your AR processes.
Type of Output: On Demand Report Power BI Report
Click here for getting Power BI in place.
Click here to download the template.
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Sample
Sample
HomePage
Open AR
Billing Accuracy data
Unapplied Payments
Customer Profile
Sales Rep Revenue Contribution
Payment Method
Missing AR Contact
AR Past Due More Than Usual
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Variables
Variables
The below variables are only needed IF you want to use the add-on feature that allows you to automatically trigger past due reminder emails to your customers, and write back features, from inside the power bi report.
See full requirements here https://support.ceojuice.com/hc/en-us/articles/36427853876500-Power-Platform-Set-Up
Variable 5: From Email to be used to send out the past due reminder emails. Our O365 account will need send-as access to the selected email.
(Note you will need to purchase a Power Automate Premium user license ($15 per user per month) for any user who will be triggering the workflows within the app)
Variable 7: Set variable to Yes, to enable Power Platform option (this is what is used to send out the reminder emails and write back options) all within ID734.
Variable 8: Set to Yes, if you have previously set up the Power Platform with another CEOJuice process. This will indicate to us that you have the infrastructure setup.
Variable 6: Enter your Power Platform API credentials. Click this link full instructions on setting up Power Platform here
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Alert Functionality
Alert Functionality
-See here for getting Power BI in place.
-Click here to download the file
For ECi Hosted clients: We are working with ECi to open up our access so we can set an ODBC connection for you. If you are interested, then please provide us the public static IP address for your company network so that ECi can whitelist it to allow us access.
Payment Processor and Gateway (NMI) Fees
Payment Processor and Gateway (NMI) Fee set up - Vendor Record
Assign Custom property identifying this vendor is a payment processor or gateway (NMI)
PaymentProvider - set to Yes
Any vendor invoices created for that vendor will show in ID734
If you don't see the custom property as an option, you will need to create it in eAutomate:
a) In Tools / Lists & Codes / Attributes, create the below and hit ok
b) In Tools / Lists & Codes / Configurations (custom
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Power BI Reporting
Power BI Reporting
Runs in two modes:
Only select the second option IF you have Power Platform previously setup, see instructions here
Options if using Power Platform to send reminder emails inside the power bi report, and section to add notes that write back to EA
Enter AR notes
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Related Alerts
Related Alerts
ID800 - Email past due invoices to your customers
ID669 - Online payments portal
See full list of all Power BI reports that we currently have available
https://support.ceojuice.com/hc/en-us/sections/360011259132-Power-BI-Reports
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Webinar
Webinar
Webinar Recorded March 30, 2025
Automated AR overview
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