The AR Aging Analysis Skill analyzes the status of an accounts receivable workbook, noting key opportunities for collection and upcoming income flows. Details produced through the analysis include: amount due, outstanding balances, and priority accounts to help craft strategic collections plans.
To use this skill, you must upload a current accounts receivable (AR) aging report containing total amounts due by resident and, optionally, for specific time period totals. The Skills module can accept the first worksheet of any .xlsx or .csv file with consistent header and data throughout.
To run this skill:
Click "Continue" to acknowledge that you understand the upload requirements of the Skill.
Enter a description of the AR Aging file. When using AI Skills, you must enter a description of the file to assist the process in understanding the contents. In this instance, a sample description is provided that describes a general purpose rent roll file. You likely do not need to make any changes to this description, but can if you wish.
Input Needed: AI Skills will take a few moments to analyze the AR Aging file and will return a list of fields included in the file and the assumed definitions for those fields. Read through the fields and adjust any definitions to ensure that your file can be interpreted correctly.
3. Once you are satisfied with the field definitions, click "Continue".
4. The analysis of your AR Aging file will likely take several minutes. You can navigate away from the page while AI Skills analyzes your file. To download the output to a word document, select the "Download" button at the top or bottom of the output.
PLEASE NOTE: This content has been generated by NIC MAP Vision's Automations Platform and is only intended to be a first draft. It must be reviewed by a trained professional to ensure accuracy and compliance with all applicable laws and regulations.