Compliance
This report shows how well the current insurance agreements are being followed for all customers. It is used to identify customers with invoices that violate agreed insurance terms or where payment is overdue and needs to be reported to the insurer. It also shows invoices for customers without insurance.
Limit Ledger analyzes all unpaid invoices against the relevant insurance agreements. Customers with invoices that violate the terms of the agreement are shown in a list on the left side of the view. The list contains the customer name, the insurance agreement, the analysis result, and the risk amount. By clicking on a customer in the list, their details are displayed on the right side of the view. This provides a concrete list of actions you need to take to comply with your insurance terms, and with the effective reminders you receive in the Contract Compliance Report, you will never miss reporting a credit insurance claim on time.