Cash Application Insights (NetSuite)

this guide provides an overview of the insights tab, helping you monitor accounts receivables metrics and track performance of the cash application the metrics are based on the performance of the cash application over the last 30 days insights tab upon loading the cash application, you will land on the insights tab ready for approval shows the number of deposits that need to be reviewed and approved, along with their total value and oldest deposit settlement date unlinked remittances indicates how many remittances have been received through your dedicated remittance intake address, but have yet to be linked to a deposit this usually indicates that the deposit has not been received yet incomplete remittances indicates if any remittances cannot be used due to invalid data such as invoice numbers that cannot be found on the erp deposit match rate displays the percentage of actioned deposits that were correctly matched by the system this means that no edits were made to the deposit matches before the deposit was approved or excluded invoice match rate displays the percentage of actioned invoices that were correctly matched by the system such invoices were matched to a deposit and approved as presented return on investment provides an estimated value of the cash application automation over the past 30 days this is based on time saved per correctly matched invoice compared to manual cash application, and the estimated value of that time saved invoices with payment due gives a breakdown of open invoices based on their due date overdue, due this week, and due next week estimated due amount of each set of invoices is also provided deposit payment methods shows the volume and percentage of deposits received over the past 30 days based on the payment method actioned deposits displays the number of deposits that were logic matched and actioned without edits, remittance matched and actioned without edits, and user matched indicating edits were made prior to deposit being actioned the match rate percentage is the sum of logic matched and remittance matched actioned deposit percentages actioned invoices displays the number of invoices that were matched by the system and approved versus the number of invoices that were matched by the system and removed before the deposit was actioned