Overview
The Customers table in SmartCustomer (Auditoria) is the central workspace for viewing and managing customer records within AR Remittances. Each row represents a customer, with columns displaying key details that support:
Customer identification and enrollment
AR balances and aging
Cash‑application review and follow‑up
The default view is typically sorted alphabetically by Customer Name, but you can sort any visible column and apply filters as needed.
Customer List Filters
At the top of the Customers table, use the filter buttons to segment the list (where available):
All
Shows all customers visible to AR Remittances.Enrolled
Shows only customers enrolled in AR Remittances. For these customers, SmartCustomer automation processes incoming remittances, creates document records, and enables downstream workflows such as Write to SoR.Unenrolled
Shows customers not currently enrolled in AR Remittances. Remittances for these customers may still appear, but ARR automation is limited and additional manual handling is usually required.
Click Clear All Filters (if shown) to reset the view back to all customers.
The columns below are the standard fields available in the Customers list for AR Remittances.
Table 1. Customers List Columns and Field Descriptions
| Column | Description |
|---|---|
| Customer Name | Display name of the customer organization or entity. This is the primary identifier shown in the list. |
| Customer ID | Unique internal identifier assigned to the customer (for example, C‑0229), usually synced from your System of Record. |
| Enrolled | Indicates whether the customer is enrolled for AR Remittances automation. |
| Total Balance | Total outstanding AR balance for the customer (all aging buckets combined). |
| Hierarchy | Shows the customer’s position in your account hierarchy (for example, parent/child or group relationships), where configured. |
| Active Disputes | Number of currently active disputes associated with this customer. |
| Current Balance | Portion of the customer’s AR balance that is not yet past due. |
| 1–30 Days | Amount that is 1–30 days past due. |
| 31–60 Days | Amount that is 31–60 days past due. |
| 61–90 Days | Amount that is 61–90 days past due. |
| 90+ Days | Amount that is more than 90 days past due. |
| Unapplied Payment | Total value of payments received from this customer that are not yet applied to specific invoices. |
| Unapplied Credit | Total value of credits on the customer account that are not yet applied. |
| Next Scheduled Payment Date | The next expected or scheduled payment date for this customer, if provided. |
| Next Scheduled Payment Amount | The amount of the next expected or scheduled payment, if provided. |
| Oldest Invoice Age | Age (in days) of the oldest open invoice outstanding for this customer. |
| Tags | Custom labels applied to the customer (for example, region, segment, risk level) for search, grouping, or filtering. |
Figure 1. Customer List – AR Remittances
Note: Column availability can vary by tenant and configuration. Your administrator may enable or hide some fields for your environment.