ID182 - Ensures AR Tasks are Completed Overview & Sample:

The AR Collections Process is an important part of every business, and ID182 reports if an AR Task is left open and not completed.

Variable W - # of days past due

Variable X - leave blank to trigger on ALL branches, otherwise list branch #s to trigger

Variable Y - Option to be able to also send list to EA user assigned to the Task. Enter 'Assigned' to include that specific user on their tasks.

Click this link on how to use AR Tasks 

Sample Output:

Also see other alerts that can help this process:

ID21: AR Customer past due and has not been contacted

ID604: Auto create a new AR Task for a past due account

ID605: Auto closed a task when account is no longer past due

ID604 and ID605 overview 

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