ID363 - On Demand Report of all AR Logged Notes Created on EAutomate Customer Records Overview & Sample:

This alert is designed to track productivity of your accounts receivable department.

When your AR personnel use the AR Console to attach notes to the customer records as they talk to the customer regarding collections, they may enter information about personnel changes, company buyouts, checks sent but we haven't received etc. Before this alert (report) those notes had to be accessed individually through the customer record.

This is a custom report you run directly from EA. It will provide a log of all the notes created by user/type to view their productivity. Can be run at any time (on demand)

Access the report through the EA reports Console:


Your report will show the Note Creator, date, and type, the Customer Number, Customer Name and the Note.  The following is a Sample Output:



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