Overdue debt alerts
emily flags overdue customer debt with the largest debtors and how long they've owed — always matching the debt report.
What the alert covers
emily flags overdue customer debt: the total amount overdue, the largest debtors behind it, and how long each has been overdue. It reads like "overdue debt: [amount] across [number] customers," with the five biggest debtors and their days overdue alongside it.
When it turns more urgent
A single client with an unusually large overdue balance is treated as more urgent than a smaller one.
Always matches the debt report
The figures behind this alert are the same figures behind the overdue customer debts report — the alert and the report always agree, because they follow the same rules for what counts as overdue and whose balance it is. If you want the full list rather than just the largest debtors, that report is where it lives; asking customer balances and overdue debts as a question works the figures out separately, so for an exact match, use the report.
Next: follow-ups
See follow-ups for the other kind of thing she notices: your own deals and mail, rather than the ERP.