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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Manual CSV exports for overdue accounts receivable data become outdated the moment you download them, forcing collections teams to work with stale information.
Here’s how to set up automated synchronization that keeps your overdue invoice data current without any manual intervention.
Automate overdue A/R data sync using Coefficient
Coefficient provides continuous data synchronization from NetSuite to Excel, eliminating the manual export process while ensuring your collections team always works with current overdue invoice information.
How to make it work
Step 1. Connect NetSuite to your Excel workbook.
Install Coefficient and complete the OAuth setup process. Your NetSuite admin will deploy the required RESTlet script for secure API access.
Step 2. Configure your overdue invoice import.
Use the Records & Lists method to import invoice records. Apply filters for “Due Date” (before today) and “Status” (Open/Pending Payment) to capture only overdue invoices.
Step 3. Select relevant fields for collections.
Include Entity, Transaction ID, Amount, Due Date, Days Overdue, Payment Terms, and subsidiary information. You can also add custom fields like credit limits or collection notes.
Step 4. Set up advanced filtering options.
Combine multiple criteria using AND/OR logic. Filter by customer type, territory, payment terms, or specific aging buckets (30, 60, 90+ days overdue) to focus on priority accounts.
Step 5. Configure automated refresh scheduling.
Set up daily refreshes for A/R follow-up activities or hourly updates for high-volume operations. The refresh timing is based on your timezone, and you’ll receive notifications when updates complete.
Keep collections data current automatically
This eliminates the daily manual process of exporting overdue A/R data while maintaining Excel formatting, formulas, and charts. Your collections team gets current information automatically for effective accounts receivable management. Start automating your overdue invoice tracking today.
