June 4, 2025 3 min read How to spot good and bad trade references when extending credit Learn how to spot good and bad trade references, with essential questions to ask before extending business credit.
June 3, 2025 4 min read How to create a credit policy plan that reduces risk and DSO Create a credit policy that reduces risk and DSO. Learn how to set goals, assign roles, and streamline collections with ...
June 3, 2025 3 min read How credit standards affect DSO and accounts receivable risk Set smarter credit standards to reduce DSO and credit risk. Learn how to evaluate customers and stay ahead with Sage AR ...
June 3, 2025 3 min read What to do when a customer says they never received the invoice Learn how to prevent “we never got the invoice” excuses with better delivery, follow-ups, and invoicing tools.
June 3, 2025 3 min read 27 accounts receivable management facts every CFO should know Learn real-world accounts receivable stats every CFO should know. See how automation can solve AR challenges and reduce ...
June 3, 2025 3 min read A guide to business credit applications for AR teams Learn how to create and manage business credit applications to reduce credit risk. Discover best practices and how to ap...
June 3, 2025 3 min read What is a customer account statement & how to write one What is a customer statement? Learn all about client account statements, how to write one & the elements you will need t...
June 3, 2025 3 min read Setting customer credit limits Manage customer credit risk and protect cash flow by setting customer credit limits. Learn how to set and regularly adju...
June 3, 2025 2 min read How to create an accounts receivable ledger spreadsheet in Excel Learn how to create an accounts receivable ledger spreadsheet in Excel or try our free AR app for real-time aging and KPIs.
June 3, 2025 3 min read How to use Google Sheets for accounting: Three formulas Learn how to use Google Sheets for bookkeeping with three essential formulas every accounting team should know and speed...
June 3, 2025 3 min read What is credit and collections management? Discover what credit and collections management is and how this integrated solution can enhance your company’s key finan...
June 3, 2025 3 min read 5 useful Excel shortcuts for formating and navigation Speed up your workflow with these five essential Excel shortcuts for formatting and navigation. Perfect for accounting a...
June 3, 2025 5 min read Extending credit to customers: Benefits, risks & best practices Learn the costs, benefits, & disadvantages of extending credit to customers - how credit impacts cash flow, customer loy...
June 3, 2025 3 min read Five credit and collection goals for accounts receivable teams Learn how to improve AR performance with five credit and collection goals that help improve cash flow and strengthen cus...
June 3, 2025 3 min read Letter template: Encouraging customers to go paperless Use our letter template to advise clients on the benefits of going paperless & collect valid email contacts from them.
June 3, 2025 3 min read Do’s and don’ts of an accounting email address Set up the best email addresses for your accounting department with our guide on essential do's and don'ts.
June 3, 2025 4 min read Industries with the highest average accounts receivable collection days Explore industries with the highest accounts receivable collection days and learn proven strategies to reduce collection...
June 3, 2025 5 min read Debugging lesson: fixing Material UI autocomplete search Discover how to solve Material UI Autocomplete Search As You Type. Autocompletion is one of the most important features ...
June 3, 2025 2 min read How to write a notice of legal action Learn how to create a professional notice of legal action for non-payment with our sample template, ensuring smooth comm...
June 3, 2025 4 min read How to create an aging report & formulas in Excel Learn how to create an aging report in Excel with easy steps and formulas to track overdue invoices and manage receivabl...
May 23, 2025 8 min read How to write off travel expenses Learn how to write off travel expenses with real business travel examples. Find out what qualifies as deductible.
May 22, 2025 7 min read The general ledger report: What it is and how to read it Learn what a General Ledger (GL) report is and how to read one. Understand the components of a GL detail report, includi...
May 21, 2025 9 min read How to keep track of business expenses Learn how to keep track of business expenses with simple tips to stay organized, improve cash flow, and make smarter fin...
May 20, 2025 10 min read What are deposits in transit and why are they included in a bank reconciliation? What are deposits in transit in a bank reconciliation? Learn how they work and how they can help improve your cash flow ...
