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Customer Aging and Cash Flow Reports

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  • Acumatica
  • Microsoft Dynamics 365 Finance & SCM and Dynamics AX
  • Microsoft Dynamics GP
  • Microsoft Dynamics CRM/Dynamics 365 for Sales
  • Microsoft Dynamics 365 Business Central/Dynamics NAV
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https://www.loganconsulting.com/wp-content/uploads/2026/03/Customer-Aging-and-Cash-Flow-Report-with-boxes.mp4

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Logan Management Consulting, LLC

Two North Riverside Plaza, Suite 1440
Chicago, IL 60606

Contact us at info@loganconsulting.com

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SpendTrack

Price

$12,500

Time Frame

3 Weeks

Summary

Expense categories, approval workflows, and mobile access setup in D365.

Readiness Assumptions

Defined travel policies and expense categories; mobile licenses provisioned.

Deliverables

ItemWise

Price

$15,500

Time Frame

4 Weeks

Summary

Standardize product attributes, templates, and data governance.

Readiness Assumptions

Client provides sample SKUs, UOM structure, and item categories.

Deliverables

CollectSure

Price

$11,000

Time Frame

3 Weeks

Summary

Credit risk matrix, aging snapshot setup, collections workbook.

Readiness Assumptions

Open AR balances and customer credit rules provided.

Deliverables

VendorView

Price

$10,500

Time Frame

3 Weeks

Summary

Activation guide, onboarding playbook, and security configuration.

Readiness Assumptions

Azure AD and external user provisioning are available; vendors willing to test.

Deliverables

ProcureFlow

Price

$12,500

Time Frame

3 Weeks

Summary

Workflow design workbook, D365 workflow configuration, and procurement policy documentation.

Readiness Assumptions

Client provides sample purchasing workflows and current vendor structure.

Deliverables

CostSure

Price

$12,000

Time Frame

3 Weeks

Summary

Valuation matrix, audit trail template and costing review workbook

Readiness Assumptions

Inventory models and costing methods are identified. Sample item master and GL structure are available

Deliverables

ReadyClose

Price

$8,800

Time Frame

5 Days

Summary

Setup of close calendars, task lists, and ownership tracking in D365’s period-close workspace.

Readiness Assumptions

Period-end process overview available; access to D365 financial modules

Deliverables
ReadyClose Deliverables PDF Preview

 

AssetLaunch

Price

$25,000

Time Frame

15 Days

Summary

Asset module setup and tax books, depreciation methods and asset group configuration, and opening balances and import templates

Readiness Assumptions

Legacy fixed asset register available and depreciation schedules and values prepared in Excel

Deliverables

ReportWise

Price

$4,800

Time Frame

3 Days

Summary

Report templates and training deck.

Readiness Assumptions

Chart of accounts and dimensions configured and existing financial reports mapped to chart of accounts/dimensions.

Deliverables

LedgerLogic

Price

$9,500

Time Frame

2 Weeks

Summary

Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.

Readiness Assumptions

Client has chart of accounts and inventory postings set up.

Deliverables

 

BankSync

Price

$8,000

Time Frame

5 days

Summary

Reconciliation working model and guide, training materials, and import file templates.

Readiness Assumptions

Client has at least one configured bank account and example bank statement file.

Deliverables

 

 

 

 

RevenueReady

Price

$8,000

Time Frame

5 days

Summary

Setup guide, bank mobile configuration, payment format templates, and import checklists.

Readiness Assumptions

Client has a configured chart of accounts and can provide at least one example bank statement and payment format sample.

Deliverables

 

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312-345-8800
Two North Riverside Plaza, Suite 1440, Chicago, IL 60606
  • Home
  • Solutions & Services
      • Explore Logan Consultings Solution & Services
      • Microsoft Dynamics
          • Services
          • Buying Guide
          • Finance & Supply Chain
          • Business Central
          • CRM / Customer Experience
          • Field Service
          • Legacy Systems
            • Microsoft Dynamics AX
            • Microsoft Dynamics NAV
            • Microsoft Dynamics GP
      • QAD
          • QAD Services
            • QAD Consulting Services
            • QAD Implementation
            • QAD Upgrades
            • QAD Optimization
            • QAD Business Process Design
          • Technical Services
            • QAD Programming / Interfaces
            • QAD Database Administration
          • Business Enablement
            • QAD Assessments
            • QAD Business Intelligence
            • QAD Reporting
            • QAD Workshops
            • QAD Training Services
          • QAD Library
            • Reference Library (QAD)
      • Acumatica
      • NetSuite
        • Logan SuiteSave
      • SAP
      • EDI/B2B
      • Strategic Consulting
          • ERP / IT Strategy & Selection
          • ERP Rescue
          • Project Management
          • Change Management
          • Technology Assessments
          • M&A Advisory
          • CIO Advisory
      • Special Programs / Accelerators
          • Logan LaunchPad
          • Logan Solution Center
          • Logan Tech Medic
          • Logan SuiteSave
          • Other Packaged Offerings
  • Approach
  • Resources
      • Case Studies
      • Whitepapers & Reports
      • Blog & Insights
      • Videos & Webinars
      • Events
      • Testimonials
  • About
      • About
      • Our Story / History
      • Team & Culture
      • Philosophy & Approach
      • Message from the President
  • Careers
  • Contact
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