Mappings
Every data point across projects
The dimensions, objects, and derivations the organization consolidates from every connection, how source values reconcile into them, and where each one comes from.
Collections follow-up
What puts an invoice in the queue, what holds it, and what closes it.
7 approved1 need review1 suggested
Configuration
Derivation · reads 4 connections
Reconciles into
Collections Follow-upCOLLECTIONS_QUEUE
3 canonical values · 9 treatments
Time basis
Days past due from the Sage due date
The date every input aligns on.
Formula
RECEIVABLES WHERE open_balance > 0 AND days_past_due >= 30 AND cycle released, latest activity per invoice
Canonical values
3 targets. Every approved treatment resolves to one of these.
- In queueQUEUEPast due, released, contact approved
2 values - HeldHELDWaiting on a dispute, promise, release, or contact
5 values - ClosedCLOSEDPaid or written off
1 values
Tell Eagle how to reconcile
Plain English. Eagle re-treats the matching rows and says what it did.
Instructions in effect
Nothing yet. Anything you say is applied to the table and kept for new source values.
Select rows to preview how they combine into a canonical value. Click a source value to inspect or edit its treatment. Hover a confidence to see why.