Collections Dashboard
Stop chasing payments across spreadsheets.
What changes when you build this
The gaps you're living with today,
and what this tool fixes.
Problems
- Collectors check 3+ systems every morning just to build their daily follow-up list
- Overdue invoices slip past 60 days because nobody sees the aging trend until month-end
- Payment applications sit unmatched for days because remittance data lives in a separate system
- Managers have no visibility into collector workload or which accounts are actually being worked
- Dispute resolution drags because the full invoice history, communications, and credits aren't in one view
Solutions
- One prioritized worklist pulls overdue invoices from ERP and billing data, sorted by amount and aging bucket
- Aging buckets update in real time so 30/60/90-day trends are visible before they escalate
- Payments auto-match against open invoices, with exceptions flagged for manual review
- Manager view shows collector assignments, activity counts, and coverage gaps across the book
- Each account page consolidates invoice history, payment records, notes, and dispute status in a single timeline
What the data model looks like
Refine generates this table structure from your
prompt. Edit columns, types, and relationships after.
100%
Mistakes to avoid
These are the failure patterns teams hit most often
when building this.
Stale follow-up listsFix: Auto-generate daily worklists sorted by amount and days overdue instead of relying on manual prioritization.
Stale follow-up lists
Fix:Auto-generate daily worklists sorted by amount and days overdue instead of relying on manual prioritization.
Unmatched paymentsFix: Build a reconciliation queue that flags payments without a matching invoice reference for same-day review.
Unmatched payments
Fix:Build a reconciliation queue that flags payments without a matching invoice reference for same-day review.
Aging surprises at month-endFix: Add threshold alerts at 30 and 60 days so accounts get attention before they hit the 90-day bucket.
Aging surprises at month-end
Fix:Add threshold alerts at 30 and 60 days so accounts get attention before they hit the 90-day bucket.
No dispute trackingFix: Model disputes as a separate status with required fields for reason, evidence, and resolution deadline.
No dispute tracking
Fix:Model disputes as a separate status with required fields for reason, evidence, and resolution deadline.
Collector workload imbalanceFix: Add a manager view showing open items per collector so reassignment happens before accounts go cold.
Collector workload imbalance
Fix:Add a manager view showing open items per collector so reassignment happens before accounts go cold.