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Exception Reporting

Fundamental to Exchequer design philosophy is the concept of exception reporting. By allowing users to view headline figures without the need to analyse all the detail at the same time, users may then decide to investigate in more detail data for the relevant area.

This same concept is taken to a further level using Exchequer's very own business alerts system. Examples of the type of business alerts you may find invaluable are:

  • Warn credit control and account manager when an account is within any %age of credit limit
  • Notify Account Manager and customer when an account is placed on hold
  • Notify Financial Director of seriously bad debts
  • Notify sales people when payment is received from their customer
  • Warn Stock Manager and Sales Manager of goods nearing the end of their shelf life 
  • Notify Financial Director if bank balance is nearing overdraft limit, or reaching upper limit for transferring to deposit account  
Organisations can choose to monitor Key Performance Indicators (KPIs) and ensure key personnel are informed proactively of any deviations from these values. 
 

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