Open Invoices and Metrics in NetSuite 2025.2
Open Invoices, Overdue Invoices, and Credit Memos metrics in NetSuite 2025.2 enhance customer data access and insights.
Starting in NetSuite 2025.2, significant enhancements have been made to the Receivables module by introducing new metrics for Open Invoices, Overdue Invoices, and Available Credit Memos. These updates provide users with improved visibility into outstanding engagements and financial standing, facilitating better decision-making and operational efficiency.
What's New in Receivables Metrics
The latest version of NetSuite has added important metrics that display:
- Open Invoices: Track all invoices that are currently outstanding and awaiting payment.
- Overdue Invoices: Identify invoices that have surpassed their due date, helping prioritize collections.
- Available Credit Memos: View credits that can be applied to customer accounts, enhancing the management of receivables.
Enhanced Activity Tab
The Activity tab has been integrated to provide users with a comprehensive overview of customer activities. This includes transactions such as:
- Sales Order invoices
- Credit Memos
- Return Authorizations
With the addition of a direct link to the Activity tab, the previously standalone Customer History workbook has been streamlined, allowing for easier navigation and understanding of customer interactions.
Benefits of the New Metrics
These new features are designed to:
- Promote better financial oversight by allowing quick access to important metrics.
- Aid in prioritizing collections through clear visibility of overdue invoices.
- Improve inter-departmental decision-making by making relevant activity data easily accessible.
Who This Affects
- Administrators: Gain comprehensive insights into customer financial dynamics.
- Accountants: Manage receivables more efficiently and prioritize collections based on overdue metrics.
- Finance Teams: Utilize the metrics for reporting and analysis purposes, enhancing overall financial strategies.
Key Takeaways
- New metrics for Open Invoices, Overdue Invoices, and Credit Memos introduced in 2025.2.
- Activity tab enhances access to customer transactions and history.
- Improved decision-making capabilities with better financial insights.
- Streamlined navigation with removal of the standalone Customer History workbook.
- Benefits extend to administrators, accountants, and finance teams alike.
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