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Upload Payment Plan CSV

Click to upload or drag and drop your CSV file here

Only CSV files are supported. File will be processed immediately.

How to Use
CSV Requirements
  • Customer names in column 1 or 2
  • Type = "Invoice" for invoice rows
  • FOB field with payment terms
  • Open Balance > 0 for unpaid invoices
  • Class field for categorization
What This System Does
  • Analyzes data quality issues
  • Calculates payment compliance
  • Tracks multiple payment plans
  • Generates comprehensive reports
  • Filters by class and status