1st YouTube video released: Learn how to get Automated collections / AR tracking on monday.com!

🚀 Exciting News from AllDayIT! 🚀

We're thrilled to announce the launch of our brand new YouTube channel featuring our exclusive series: "AllDayIT's monday.com Finance Tips & Tricks"! 📹✨

💰 Automated collections / AR tracking on monday.com! Our first video is now LIVE: Automated monday.com Collections Tracking - Discover how to keep track of customer payment status in a way that powers automations to supercharge your business!

Transform your Monday.com CRM into a powerful Collections / Accounts Receivable (AR) tracking system that automates payment workflows and supercharges your productivity!

Ready to implement this solution? Schedule a free consultation: https://wkf.ms/45fiLFg

In this video, you'll learn how to add essential columns for payment tracking, set up automated balance calculations, and create payment status workflows that trigger powerful automations when payments are completed.

WHAT YOU'LL LEARN:

✅ How to add payment tracking columns to Monday.com deals

✅ Setting up sub-item summaries for automatic payment totaling

✅ Creating automated balance calculations

✅ Building payment status workflows (Paid, In Process, Unpaid, Overdue, Credit)

✅ Why number columns work better than formula columns for automation triggering

THE PROBLEM:

Monday.com's default deals board doesn't provide enough functionality to track incoming payments or outstanding balances. Most organizations struggle with manual payment tracking and miss opportunities for automated follow-ups.

THE SOLUTION:

This collections tracking system gives you visual payment tracking, automated status updates, and triggered workflows for professional client communications - all within Monday.com.

PERFECT FOR:

* Sales teams tracking deal payments

* Non-profits managing donation pledges

* Service providers with payment plans

* Any organization needing collections management

ABOUT ALL DAY IT:

All Day IT is a Monday.com authorized partner specializing in workflow optimization and automation. We combine technical Monday.com expertise with real-world financial operations knowledge to create solutions that truly serve your business needs.

Subscribe for more Finance Tips & Tricks for Monday.com! We explore practical ways to leverage Monday.com for financial workflows and business operations.

CONNECT WITH US: Website: https://alldayit.com Free Consultation: https://wkf.ms/45fiLFg

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