Receivables Dashboard

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