In this video, we’re excited to share three new additions to our service request report that will make tracking balances and deposits much easier. The first addition is a Balance Due filter, allowing you to see which accounts have outstanding balances. Additionally, we've added two new columns: one for Balance Owed and another for Total Deposits, providing clear insights into payments.
Standard Operating Procedure for Tracking Balances and Deposits
Key Steps
Accessing the Add Filters Feature 0:00
Navigate to the service request system.
Locate and click on the Add Filters button.
2. Using the Balance Due Filter 0:12
In the filters menu, find the Balance Due option.
Select Yes to filter and view all service requests with outstanding balances.
3. Prioritizing Collections 0:24
Review the filtered list of service requests.
Prioritize follow-ups on payments based on the outstanding balances displayed.
4. Understanding New Report Columns 0:31
Familiarize yourself with the two new columns added to the report:
Balance Owed: Indicates the amount still outstanding on each service request.
Total Deposits: Shows the total amount the customer has already paid towards the service request.
5. Maintaining Cash Flow 0:42
Regularly check the Balance Owed and Total Deposits columns to keep track of cash flow.
Ensure timely follow-ups to minimize outstanding balances.
Cautionary Notes
Always double-check the filters applied to ensure accurate reporting.
Be mindful of customer privacy when discussing outstanding balances.
Tips for Efficiency
Set a regular schedule for reviewing outstanding balances to streamline follow-ups.
Use the filtering feature to quickly access the most critical service requests.