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Lockbox Matching KPI

edited Oct 9, 2020 3:27PM in Receivables & Collections 1 comment

Summary

Would like to develop and identify KPI related to Lockbox matching

Content

Has anyone developed or is there something out of the box that shows lockbox matching percentage?   If this can be developed, which tables would we query and identify matching percentage details or recommendations for a specific invoice.  Is there a way to identify key categories to highlight why invoices aren't matching with reasons.   

I'm really looking to develop a infolet type of information on lockbox % over a day, 7 days or a month.  

Curious if anyone else has done anything similar.

Version

20C

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