Automating Payables and Receivables
Automating invoice entry, due-date tracking, collections and overdue reminders.
Course contents
- 1Entering supplier invoices automatically
- 2Matching the invoice to the purchase order and receipt
- 3Scheduling payments
- 4Collection follow-up and reminders
- 5The ageing report
- 6Building a suppliers and customers module with AI: sub-ledgers, ageing and statements of account
- 7Linking point-of-sale credit sales to customer accounts and collection tracking in an AI-built program
What you gain from the course
You can run payables and receivables with less manual effort and tighter follow-up.
Other courses in the same track
Application in financial accounting
Automating Journal Entries and Adjustments with AI
Having recurring and adjusting entries suggested automatically, with review and approval staying with the accountant.
18 training hours
Smart Bank Reconciliation
Matching the bank statement to the books automatically and isolating unmatched items for review.
15 training hours
Reading Invoices and Documents Automatically (OCR) and Entering Them into the System
Extracting data from scanned invoices and documents and turning it into entries ready for review.
15 training hours
Month-End Close with AI Assistance
The close checklist, checking unusual balances, and preparing the close report with the help of AI tools.
15 training hours
Preparing Financial Statements and Notes with AI Tools
Drafting the statements and their notes, then reviewing them professionally before sign-off.
18 training hours