What Is the Debtor Management Dashboard?
The Debtor Management dashboard helps CreditorWatch members view overdue invoices at a glance. It provides practical tools to prioritise high-risk debts for collection follow-ups.
What You’ll See on the Dashboard
Total Overdue Amounts
What it shows: A summary of all overdue invoices across your customer base.
Why it matters: Displays:
Total dollar exposure
Number of invoices
Number of companies owing
This helps you prioritise collections by understanding debt distribution.
High-Risk or Impaired Customers
High risk: Debtors with RiskScores of D1, D2 or D3.
Impaired: Debtors with a RiskScore of E.
Actionable insight: These customers require immediate attention as they have the highest likelihood of non-payment.
Defaulted or in Administration
Definition: Debtors who have registered payment defaults or entered administration.
Actionable insight: These debts are at high risk of being unrecoverable. You may need to escalate or write off the debt based on your internal policy.
Visual cue: This section is clearly separated from general overdue accounts.
Search and Filter Capabilities
Search
Search by business name or ABN/ACN to quickly locate specific customers.
Filter
Filter by RiskScore bands (e.g. D3 and E) to:
Focus on high-risk accounts
Tailor communication strategies (e.g. letter type or escalation path)
Manual Sync
Purpose
Ensures the dashboard reflects the latest data from your integrated accounting platform.
When to Use
After updating your ERP or accounting system:
Hover over Sync Now.
Click Sync Now to refresh the dashboard.
Need Additional Help?
If you need assistance using the debtor management dashboard or have any other questions, contact our Customer Support Team.