Skill
Customers outstanding debt detailed
Ask QuickBooks Online Digital Assistant about the detailed information for customers' debt, and you will get the list of transactions with key KPIs.
Report elements
The report includes the next information:
- List of all customer transactions that generate outstanding debt.
How to use
As an example, you can use the next utterances to execute this skill:
Customers outstanding debt detailed report
AR open invoices by transaction
Detail outstanding debt for the Disney
Default values
The report, by default, is using the following period: This Month-to-date
Report options
For each report, Hala has additional options that can be executed by users when they see the report
- In your query, you can specify the customer's name for which you want to see the outstanding debt. For example, "Outstanding debt for the Disney" in that case, Hala will show you information related only to that customer.
- Details. For each document, you can see detailed information that includes all the fields from the accounting software.
Integration
This skill is by default available for the next enterprise software:
