Overview
The AR Collections Activity Summary provides a high‑level view of AR collections performance for the selected ERP, mailbox, date range, and entity.
Use this view to:
Monitor overall collections health
See how much has been collected in the period
Understand how much open AR and related activity is under management
The AR Collections Activity Summary appears at the top of the Dashboard.
Figure 1. AR Collections Activity Summary
Accounts Under Management
The Accounts Under Management section summarizes key AR metrics for the selected ERP, Mailbox, date range, and Entity.
Tiles typically include:
Open ARs
Total open accounts receivable balance currently under management for the selected entity.Amount Collected for period
Total amount collected in the selected date range.Invoices Delivered over Email
Number of invoices successfully delivered via email as part of AR Collections automation in the selected period.Notes Added
Number of notes added (by users or SmartBot) related to AR Collections activity for the selected entity and period.
The Accounts Under Management section is for high‑level monitoring and does not provide drill‑down links from the tiles.
SmartCustomer Summary – Download
From the AR Collections Activity Summary, you can download a SmartCustomer Summary report for a specified date range.
How to open the SmartCustomer Summary dialog
On the AR Collections Activity Summary panel, click the Download icon (sheet/download icon) on the right side of the panel header.
The SmartCustomer Summary dialog appears in the center of the screen.
Figure 2. SmartCustomer Summary dialog
The dialog contains:
Start Date
Click the calendar icon to select the start date for the summary.
Only activity on or after this date is included.
End Date
Click the calendar icon to select the end date for the summary.
Only activity on or before this date is included.
Download
After selecting Start Date and End Date, click Download to export the SmartCustomer Summary file for the chosen period.
The summary provides an offline snapshot of AR Collections activity and outcomes across customers and documents within the selected range.
Use this action when you need collections performance data for reporting, analysis, or sharing with stakeholders.
Common Actions
From the AR Collections Activity Summary, you can:
Change ERP or mailbox context
Use the ERP and Mailbox dropdowns at the top of the Dashboard to switch the context for all AR Collections metrics.Adjust the date range
Click 1 Day, 7 Days, 30 Days, or 365 Days to view metrics for different periods.Change Entity
In Accounts Under Management, use the Entity dropdown to view metrics for another legal entity or business unit.Download SmartCustomer Summary
Click the Download icon in the AR Collections Activity Summary header, then choose Start Date and End Date, and click Download.Navigate to other AR views
From the horizontal navigation bar, click Tasks, Customers, Invoices, Payments, Credit Memos, Disputes, or Internal Documents to move from this high‑level summary into detailed AR pages for customer‑ and document‑level management.