Customer Experience

Customer Accounts With Open Query Amounts

Report Name

Customer Accounts With Open Query Amounts

Objective

This report shows all Customer Accounts which have an amount in query, and the age of the associated query, to allow the pro-active management of open queries. The report shows if an account in dispute is on a credit control procedure, along with the account’s next expected invoice date, to allow focus to be given to these customers.

Expected Frequency

Can be run Daily, Weekly or Monthly

Period

Snapshot

Output File(s)

Daily:

<YYYY-MM-DD> <ID> Daily Customer Accounts With Open Query

Amounts.csv

Weekly:

<YYYY-MM-DD> <ID> Weekly Customer Accounts With Open Query

Amounts.csv

Monthly:

<YYYY-MM-DD> <ID> Monthly Customer Accounts With Open Query

Amounts.csv

Output Fields
  • Account Number
  • Query Date
  • Query Amount
  • Procedure
  • Stage
  • Balance to Recover

Job Schedule Information

Schedule:

TBC - Can be run Daily, Weekly or Monthly