What is the most underutilized tool in Aguardion?
The Accounts Receivable report (not dashboard).
This report is like a turbocharged Payment/Accounting dashboard: use it to find individuals that have high levels of debt, find mistakes, discover delinquent agency accounts, etc. Unlike the Payment/Account dashboard, the AR report includes invoices and expired events in its reporting.
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HELP! Why isn’t the Day Counter/Balance/<Insert Item Here> on the Client Profile?
This goes back to the hierarchy structure. You will want to primarily use the Monitoring, Accounts Receivable (AR) and the Payment/Accounting dashboards day-to-day and get away from the client dashboards: they are less efficient for day to day ...
What best practices do you suggest for Inventory Management within the Aguardion platform?
Best practice is to move all of your inventory into the Aguardion platform and use our online tools, available 24x7, to track the lifecycle of each piece of inventory. The Aguardion system is manufacturer agnostic, meaning, you can track any item ...
Why doesn't Aguardion allow for backdating?
In the Aguardion platform, all activities must be done the same day to maximize efficiency and ensure the best accuracy. This isn’t a software or hardware limitation, but rather an intentional design choice on behalf of Aguardion’s creators. During ...
Process, process, process! Why does the Aguardion Platform insist on modifying my daily operations?
Aguardion was built based on years of R&D around the most efficient way to run a business in this industry and our software directly reflects those lessons: we’ve strived to balance flexibility with firm ‘guide rails’ to minimize mistakes and ...
How do I delete duplicate clients?
Best practice is to always check for a duplicate before creating a new client. Aguardion has tried numerous data validation schemes to automate this over the years and none of them have worked well because of the number of aliases, nicknames, etc ...