Portfolio Desk
User guide
Accounting 6 min read

Accounts receivable

Receivables are the difference between billed and banked. Invoices, receipts and aging sit together so the collectable position is a number rather than an impression.

  1. 1

    Invoice and apply receipts

    Invoices by customer with line coding, and receipts applied against them. Partial payments and credits behave the way an accountant expects.

    Accounts receivable with invoices, receipts and aging
    A real screen from the running product, captured against a demo portfolio.
  2. 2

    Read the aging

    Balances bucketed by age, with an allowance for what is unlikely to be collected, so the balance sheet is not carrying optimism as an asset.

Used alongside

Rent collection & delinquency

Charges, receipts, deposits and the delinquency view that decides who gets chased today.
General ledger

Double-entry accounting with append-only journal entries and a tamper-evident chain.
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