Peeriosity Insights: Recent Research Findings Summarized insights.To view detailed research results, contact us to inquire about membership.

Developing an Effective European Customer Billing Delivery Model

Introduction With the wide variety of regulatory requirements in Europe, developing an effective and efficient approach to billing customers amid this complexity can be a challenge, to say the least.  This research abstract looks at the recent experiences of a … Continue reading

Posted in Accounts Receivable Tagged , , , , |

Thresholds for Automatic Settlement of Customer Deductions

Introduction For customer payments, many companies allow short-payments from customers to automatically settle outstanding invoices, assuming they do not exceed a pre-established threshold.  They have justified this threshold as the funds which may be recovered my lowering or eliminating the … Continue reading

Posted in Accounts Receivable

Experiences in Implementing a Global Cash Application Solution

Introduction Implementing any solution on a global basis can be a challenge, and cash application is no exception.  Addressing such complex issues as multiple currencies, language barriers, a variety of government regulations, and customers with a large number of diverse … Continue reading

Posted in Accounts Receivable

Using Automation to Streamline the Collections Process

Introduction While the vast majority of large companies are utilizing some sort of ERP system that includes basic functionality to support the Collections process, this functionality often falls short in meeting the overall needs of the organization.  In many cases, … Continue reading

Posted in Accounts Receivable

Successfully Implementing End-to-End Process Design for Order-to-Cash

Introduction While the concept of end-to-end process design for Order-to-Cash (O2C) has been around for a number of years now, the reality is that a large number of companies are still struggling to make any significant progress in that area.  … Continue reading

Posted in Accounts Receivable

Organizational Structure for the Collections Process

Introduction When we looked at the organizational alignment of the Credit Function in one of last month’s articles, we noted that Credit was part of an Order-to-Cash process in Shared Services for 39% of companies, with 22% having credit reporting … Continue reading

Posted in Accounts Receivable

Organizational Alignment of the Credit Function

Introduction With its close ties to the Sales organization at most major companies, the Credit function can be found aligned with a variety of organizations, including Corporate Finance, Business Unit Finance, Treasury, Sales Administration, and Shared Services, to name just … Continue reading

Posted in Accounts Receivable

Increasing the Effectiveness of Automatic Payment Posting (AutoCash)

Introduction A significant percentage of large corporations utilize highly advanced ERP systems, such as SAP and Oracle, which have AutoCash rules to determine how to automatically apply customer payments. These advanced systems use the customer’s open balance, along with the … Continue reading

Posted in Accounts Receivable

Consolidating Accounts Receivable into Fewer Locations

Introduction When you consider the different components of Accounts Receivable (AR), according to Peeriosity’s Process Design Survey 45% of member companies have the Billing process in Shared Services, 41% include Credit Administration, and 59% include Customer Payment Processing and Cash … Continue reading

Posted in Accounts Receivable

Outsourcing the Order-to-Cash Process

Introduction The past decade of Business Process Outsourcing (BPO) has seen the growth of a multi-billion dollar industry that has its share of successes, notable failures, and many experiences that fall somewhere in between.   Outsource provider employees can be “offshore”, … Continue reading

Posted in Accounts Receivable