Questions you can ask Copilot about the Debtors module

You can interact with Copilot using natural language queries to retrieve key information from Access Financials.

The below listed queries can also include filters of your choosing.

List customers that have bad debts written off	List all bad debts written off in the past 6 months
Which customers have the highest amount of bad debts written off?	List customers with multiple bad debts written off
What is the monthly trend of bad debts written off over the last 12 months?	Compare the total bad debts written off this quarter to the same quarter last year
Compare the amount of bad debts written off to total sales for the last year	List sales transactions with a debt status of Due
List sales transactions with a debt status of Overdue	How many customers do I have?
How many active customers?	List active customers with Name and Code
How many inactive customers?	List inactive customers
How many on stop customers?	List inactive customers who are also on stop
How many customers are CIS registered?	List customers that are CIS registered. Show me the Code and Name
List [Transaction Type] for [Customer Name] over [Value]	List all [Transaction Type] for [Customer Name] for [Date] or [Date Range]
Show me the credit limit for [Customer Name]	Show me the customers with the highest credit limit
Find customers nearing their credit limit	Find customers under their credit limit
Find customers over their credit limit	Show me details about [Customer Name]
Show me the payment terms for [Customer Name]	Show me contact details for [Customer Name]
Which is the latest invoice for [Customer Name]?	How many payments has [Customer Name] made in the last year?
What is the percentage of sales coming from our top 10 customers?	Which customers have shown the highest sales growth between this year and last year?
Which customers have payment terms longer than 60 days?	List top customers by outstanding debt
What is my aged debt [Current/ L30 days/ L60 days/L90….]?	What is my aged debt [Current/ L30 days/ L60 days/L90….] for [Customer Name]?
Who do I need to call today based on the largest most persistent debt?	Find customers with the largest most persistent debt over 180 days
Who is the credit controller for [Customer Name]?	Show me the customers that have [Credit Controller Name] as credit controller
Which customer have not made a payment in the last 3 months?	List customers who have made a payment in the last month
How many customers are paying by direct debit?	List customers that are paying by direct debit
How many customers are not paying by direct debit?	What is the percentage of customers paying by Direct Debit?
What is the percentage of customer paying by direct debit?	List [Transaction Type] over [Value]
List [Transaction Type] for [Date] or [Date Range]	List top customers by spend
Show me the customer with the highest\ lowest outstanding amount	How many [Transaction Type] are batched and what is the value of these?
List all [Transaction Type] that are batched	Show me all the batched transactions for [Customer Name]
What is the average value of invoices for [Customer Name] for July 2024?	What was the highest invoice from last month?
Can you compare sales growth 2023 vs 2024	How many invoices have been paid late in the past year?
Which invoices were paid before their due date?	What is the variance in sales invoices compared to the previous fiscal year?
What value of bad debt has been written off in the last 12 months?	Show me the customers with more than 5 sales invoices per month last year
Show me customers with no invoices raised in the last 6 months	List all unpaid Invoices
List all unpaid Invoices from [Customer Name]	List the highest value sales transactions this quarter
How many sales transactions have occurred in the past week?	What is the average transaction value for the past 3 months?
How many sales transactions have been entered per month over the last 6 months?	How many invoices are on dispute and list these invoices with Customer Code and Name and the Gross value?
What is the total value of the highest invoice raised last month and this month and what is the average value of these?	How many sales transactions are for [Customer Name] and list this showing me the Date, Type and Outstanding Amount?

Questions you can ask Copilot about the Creditors module

Questions you can ask Copilot about the Financials module

Questions you can ask Copilot about the Selling and Purchasing modules

Questions you can ask Copilot about the Stock module

How to process Prepayments or Accruals in Debtors or Creditors