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


Enhancing the Customer Cash Application Process through Automation

Introduction While many companies have made significant improvements over the recent years to their Customer Cash Application Process, there often remain many opportunities to enhance this critical portion of the Order-to-Cash organization. This research abstract features the experiences of a … Continue reading

Posted in Accounts Receivable

Automating the Cash Application Deduction Clearing Process

Introduction While many Peeriosity member companies perform Cash Application processing using a broad geographic scope and an end-to-end process design, challenges often remain for achieving the highest levels of automatic processing.   For many companies, the deduction validation and clearing process … Continue reading

Posted in Accounts Receivable

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