Receive Early Warning of At-Risk Customers

Days Beyond Terms (DBT) trend Analysis  measures customer payment performance bills
against the credit terms of their invoices. Many ERP systems cannot calculate DBT
performance. Customer deductions and disputes distorts the accuracy of this calculation in
ERP systems. Most corporate credit departments have too many accounts and lack sufficient
analysts to monitor every account.

Cforia Software’s Credit Management Automation leverages payment trend information that
is locked within your accounting system to alert when a customer is at risk. Automatic
notifications are triggered when a customer exceeds preset thresholds. Follow up tasks are
created and assigned to credit analysts to perform comprehensive risk assessment.

Separate “clean and dirty” receivables tracking improves the accuracy of our DBT and trend
analysis. Clean receivables are defined as transactions that are not disputed. Dirty
Receivables includes transactions that are either deductions or disputes. Separate tracking
of these two classes quickly identifies the correct amount that each customer “should” by
paying to keep their account current.

Improve Customer Credit Risk Assessment:

  • Calculates Days Beyond Terms with trend analysis
  • Monitors consumption of credit limit
  • Separately tracks "Clean and Dirty" Receivables to improve the accuracy of individual customer
    Days-Beyond-Terms analysis.
  • System can automatically pull credit data from third party credit services including DnB,
    Experian, Equifax, Graydon, NexisLexis and EDGAROnline.
  • Automatically flags customers with deteriorating credit metrics to analysts for in-depth
  • Maintains and audit trail of customer credit history and rating actions.
  • Set thresholds for different customer sizes and industries.
  • Handles seasonality automatically.
  • Automate and improve Cash Forecase Accuracy.
  • Works with any ERP system(s) including SAP, Oracle, Baan, Lawson, PeopleSoft, JD Edwards,
    BPCS, MAPICS, Dynamics, Progress, QAD and most other ERP Systems.

Key Features:

  • Auto DBT Trend Analysis
  • Credit Reporting
  • Create & Assign Follow-Up Tasks
  • Track "Clean & Dirty" Receivables
  • Set Rules by Customer Type
  • Create an Audit Trail
  • Real-Time Data Integration
Days Beyond Terms Trend Analysis & Credit Management
More Resources:
A/R Workbench:
Key Features
<<" Cforia's A/R Automation
System has provided our team
with accurate metrics that we
can share with our C-level
executives that allow us to make
quick and prudent decisions
when assessing our customers
credit needs and our collection

- Patrick Spargur
Credit & Collections Manager
Bally Technologies

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