Finley Knowledge Base
  • What is Finley?
  • Guides
    • Implementing Finley
    • Getting Started with Finley
    • Executing a Funding Request
    • Monitoring Your Credit Facility
  • Core Capabilities
    • Digital Credit Agreement
    • Automated Borrowing Base Calculation
    • Draw Requests
    • Recycle Requests
    • Statements (Draws, Interest, Fees)
    • Monthly Servicer Reports
    • Borrowing Base Reporting
    • Receivables Dashboard
    • Borrowing Base Insights
    • Strats & Report Builder
    • Reports Repository
    • Manual Uploader
    • Deliverables
    • Calculation Terminologies
    • Event Log
    • Finley API
    • Settings
    • Data Integrations
      • AWS S3 Setup Guide
      • SFTP Setup Guide (Client-Hosted)
      • SFTP Setup Guide (Finley-Hosted)
      • Setting up Bank Data Integrations
  • Additional Features
    • Receivable Assignment
    • Custom Strats
    • SSO
    • Collateral Data Quality, Roll-Forward Analysis
    • Asset Verification
    • Forward Flow
Powered by GitBook
On this page
  1. Core Capabilities

Receivables Dashboard

PreviousBorrowing Base ReportingNextBorrowing Base Insights

Last updated 10 months ago

Overview

Reviewing receivables is an important part of ensuring that capital markets operations run smoothly. However, reviewing receivables in Microsoft Excel can be cumbersome, especially with large loan tapes that contain many fields.

Finley's Receivables Dashboard allows users to show/hide receivables columns and set up filter views to quickly drill down on receivables that are complex or high-volume.

How to Use the Receivables Dashboard

The two main capabilities of the Receivables Dashboard are showing and hiding columns, and setting up filters to view receivables of interest.

Showing or hiding columns enables users to quickly view important receivable metadata
Adding and saving filters enables users to view relevant subsets of receivables