Smartup · solution for finance directors
Make the credit decision before shipment - with receivables, available credit and the decision basis in view.
Review receivables, due dates, payments and available credit before shipment. See the basis for each order decision, any exception and the person responsible for approval.
Discuss credit controlSwitch between the receivables portfolio, credit control, collections and reconciliation. Each view identifies the signal, analysis level and next action.
The scenarios explain why an order is released, held, sent for review or checked again after a confirmed payment.
Bucket boundaries and document statuses are agreed during implementation. The operating view separates current receivables, early overdue balances, sustained exposure and long-overdue escalation.
Receivables recognised from the configured source document at the agreed recognition point.
Payment is not confirmed after the agreed due date.
The first collection cycle did not produce a confirmed result.
The exposure requires a separate decision and escalation.
Every stage keeps an owner, due date and evidence. The outcome feeds the next credit-control decision.
The due date has passed and no payment is confirmed.
An owner, channel and review deadline are assigned.
The date, amount, reason and next action are recorded.
Payment is matched to the customer and document; the position is refreshed.
The finance director sets policy, the controller applies the rule, the commercial role works with the customer and accounting confirms the documentary fact.
Where does exposure affect liquidity and credit policy?
Portfolio priority, limit, rule or escalation level.Which rule applies to this customer and order?
ALLOW, HOLD, REVIEW or a repeated check.Which cause and customer commitment must be recorded?
Contact, promise to pay, due date and next action.Which payment or document confirms the position change?
Matched fact, adjustment or reconciliation task.This page explains the operating mechanism, not a guaranteed financial outcome. Sources, rules and approval authority are fixed in the implementation design.
The system of record, document set, freshness point and reconciliation method between Smartup and the accounting system are defined for the project.
Limits, due dates, holds, repeated checks and exception authority are approved before launch.
Finance & AR does not replace the general ledger in every project. The rollout architecture defines where postings and master data are owned.
Open the relevant modules, cases and guides before agreeing data and pilot rules.
The control point is defined by the project and may apply before order confirmation or shipment.
Yes, with an agreed organisational structure and correct receivable documents.
Payments arrive from the finance system or the approved input process and link to counterparties and documents.
Roles and rules can route an order for approval instead of automatic release.
Visibility follows roles and permissions; relevant actions and changes are available in the project audit scope.
Counterparties, agreements, limits, sales documents, payments, receivables and ERP exchange rules.
Map roles, data, control points and integrations without promises beyond the agreed project.
