Finance & Cash Flow8 min read
How to Stop Billing Errors Before the Invoice Goes Out
Billing errors start upstream in price, quantity, tax and customer data. Here is how to validate them across connected systems before an invoice goes out.
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Notes from inside the disconnected operation.
231 articles on lost deals, ageing inventory, slow response times, exhausted teams and the disconnected systems behind them, and what it takes to run the business as one.
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14 articles Clear filters
- Finance & Cash Flow8 min read
Unbilled Work: How Much Completed Work Never Becomes an Invoice?
Extra work, parts and call-outs often slip between field, inventory and billing systems. Here is how to measure unbilled work and close the gap.
- Finance & Cash Flow8 min read
Three-Way Match Delays: How to Stop Purchase Orders, Receipts and Supplier Invoices Fighting Each Other
Stuck supplier invoices are usually a data problem, not a supplier problem. Here is how to find where PO, receipt and invoice records disagree, and how to fix it.
- Finance & Cash Flow9 min read
How to Reconcile Intercompany Transactions Across Multiple Entities Without a Spreadsheet Marathon
Intercompany mismatches don't have to eat the last week of every month. Here is how to automate matching, eliminations and recharges across several ERPs without replacing any of them.
- Finance & Cash Flow8 min read
Why Does Gross Margin Look Different in Every Report?
Sales, operations and finance often report three different gross margins for the same month. Here is why they disagree, how to diagnose it, and how linked data ends the argument.
- Finance & Cash Flow8 min read
Days Sales Outstanding Won't Drop Until You Fix What Happens Before the Invoice
Collections can't recover days lost to incomplete orders, missing approvals, absent delivery proof and late billing. Here is how to find those delays and fix them upstream.
- Finance & Cash Flow9 min read
Why Collections Teams Chase Invoices Customers Have Already Paid
Collectors call customers who already paid because payment data sits in silos — here's why it happens and how to fix it for good.
- Finance & Cash Flow8 min read
How to Calculate Cost-to-Serve by Customer When the Data Lives in Five Systems
Revenue per customer is easy to find. Cost to serve is not, because it hides in five systems. Here is how to join support, field, discount, return and payment data into one view.
- Finance & Cash Flow9 min read
The Real Cost of Credit Notes: What Billing Errors Do to Cash, Time and Trust
Every credit note costs more than the invoice it cancels. Here is how to price rework, late cash, strained accounts and distorted reporting, and how to cut all four.
- Finance & Cash Flow8 min read
Recurring Billing Gone Wrong: Why Renewals and Contract Changes Get Invoiced Incorrectly
Upgrades, cancellations and price changes agreed in the CRM often never reach billing. Here is how to find the gaps, what they cost, and how to close them.
- Finance & Cash Flow8 min read
How to Stop Discounts and Concessions From Quietly Eroding Your Margin
Approved discounts and goodwill gestures get lost between CRM, quote, ERP and invoice. Here is how to find the leakage, size it, and make every concession visible and enforceable.
- Finance & Cash Flow8 min read
Why Are Our Invoices Always Sent Late? Tracing Invoice Delays Back to Operations
Most invoice delays begin where work is finished and finance is never told. Here is how to trace the handoffs, find where the days go, and speed up invoicing.
- Finance & Cash Flow8 min read
Why Customers Dispute Invoices, and How to Fix the Cause Instead of the Symptom
Invoice disputes start long before the invoice. Trace wrong pricing, missing POs and unrecorded agreements back to the systems that cause them, and fix them at the source.
- Finance & Cash Flow8 min read
Why Do You Only Find Out a Job Lost Money After It Closes?
Margin leaks across timesheets, parts, subcontractor invoices and billing. Here is how to link them so you see a job's profit while there is still time to change it.