Promise Analysis Report – Promise report information is valid for the previous 31 days or also to show any promises made on accounts at any future point in time. Report also shows when the customer broke their promise to pay, if payment was not make by promise date and the promise date has passed.
Customer Promise to make payment due and broken searchable by promise due date.
Promises Due (Calendar) – Shows all promises that were due by date or date range using calendar and employee selection options
Promises Broken (Calendar) Shows all the broken promises by date or date range using calendar and employee selection options. Promise can only be broken yesterday and before. A promise is not broken until the next calendar day after its due and payment was not made.
Promises Due/Broken Summary – This will give the totals for Promises Due & Broken by Employee based on the above date or date range and employee selection.
Promises Still Due Today – List of all promises due today and have not yet come in to pay for today and the account is not current. As customers come in to pay on their accounts for today the list will get shorter each time the report is viewed. This allows you to see at any point of today who has promised to pay and not yet paid.
All Future Promises (Including Today) – This list is all the promises that have been scheduled in the software from today forward regardless of date or employee selection at top. This is a complete list from today to all points in time of any promises scheduled.