You know the type: the one who chases politely, twice, before she flags it. The AR desk that keeps the same overdue on the ledger for three months because the plumber always has a reason.
"Hey Mark, it's Tina from accounts. Quick one: just chasing on invoice 28104, I think it was the bracket order from the Dandy job. Reckon you'll get to that this week?"
The role she fills: Aged-receivables run, first and second-chase email sequence, remittance matching across Xero and the ERP, weekly AR pack for the Finance Manager.
Connected systems: Xero, Pronto Xi, Hubdoc, GoCardless, CreditorWatch, Excel.
The parts of the job she likes least are the parts where the same remittance line has to go into three systems before lunch.
Your AR desk, extended. Works the overdue ledger, drafts the chase emails, and matches remittances. No customer data leaves the building.
