Payment Habits Monitor
Prepare payment practices reporting data from your Business Central records
Payment practices reporting requires a consistent view of receivables, payables and the timing of settlements. Payment Habits Monitor brings these calculations into Business Central to support finance teams preparing reporting data for Poland.
- Review settled and outstanding transactions
- Classify payment delays
- Include historical ERP entries
Cover both sides of the payment process
Analyze customer receivables and vendor payables, including amounts received or paid and those still outstanding. Use a consistent dataset for reporting review.
- Include receivables and payables
- Review settled and unsettled amounts
Classify transactions by payment delay
Group transactions into overdue periods and calculate percentage shares. Give the finance team structured figures to review instead of rebuilding the same calculations in spreadsheets.
- Classify overdue periods automatically
- Calculate the related percentage shares
Apply reporting exclusions
Use the supported exclusions to separate transactions that fall outside the reporting scope. Review the resulting dataset against your organization’s reporting requirements.
- Apply supported transaction exclusions
- Prepare data for finance team review
Apply country-based exclusions
Configure country or region exclusions to identify transactions outside the reporting scope. Apply these settings when preparing the analysis, then review the results against your reporting requirements.
Maintain exclusions by country or region
Apply country settings consistently across the analysis
Print the payment practices report
Print a summary of the analysis for internal review and audit documentation. Review payment delay categories, amounts and percentage shares in one report.
Payment Habits Monitor in practice
A company moves to Business Central during the year. When the finance team prepares its Polish payment practices report, part of the transaction history is still in the previous ERP. The team needs to account for both settled and outstanding receivables and payables across the reporting period, including transactions originating before the migration.
Using Payment Habits Monitor, the team imports the relevant historical entries and prepares the analysis alongside transactions recorded in Business Central. It reviews payment delay categories, amounts and percentage shares, then checks the supported transaction and country exclusions against the company’s reporting scope.
The resulting figures give finance a common set of data to review before completing the reporting process. The team can examine the entries behind the analysis and print a summary for internal checks and audit documentation. With the recurring calculations handled in Business Central, staff can concentrate on checking source records, investigating unusual results and confirming which transactions belong in the report.