The Collections page is located both on the dashboard homepage and within the Dashboard dropdown menu.

The Collections page provides an overall view of all overdue receivables across your portfolio, helping property managers and accounting teams track unpaid invoices and outstanding balances.

To open Collections:

When opened, the page displays all overdue receivables currently outstanding in the system.

You can filter the collections list by property to focus on specific buildings or portfolios.

Please note:

If you are part of a team, your property visibility may be limited to only the properties assigned to your team permissions.

The search bar allows you to quickly locate overdue invoices or payees.

You can search or sort by:

This makes it easier to locate specific receivables and organize collection activity.

Beside each column title is an arrow that allows you to sort the list.

Sorting can be especially useful for reviewing:

Sort alphabetically to quickly identify payees with multiple overdue invoices.

Sort by highest or lowest balance to prioritize large outstanding receivables.

Sort by oldest due date to focus on the longest overdue balances first.

A red bubble beside the invoice will display how many days overdue the receivable is.

This helps prioritize collection efforts and quickly identify aging balances.

Selecting an invoice will take you directly to the payee profile.

From the payee profile, you can access the Financials tab where you can:

If you are part of the accounting team, you can go directly to Receivables to:

This allows accounting staff to process payments and manage receivables efficiently.

The total amount currently outstanding and to be collected is displayed in the bottom right corner of the Collections page.

This provides a quick snapshot of total overdue receivables across your portfolio.