Questions you can ask Copilot about the Debtors module

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

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

How many customers do I have?	How many inactive customers do I have?
How many active customers?	List active customers with Name and Code
List inactive customers with Name and Code	How many on stop customers?
List inactive customers who are also on stop	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
List [Transaction Type] for [Customer Name] over [Value]	List all [Transaction Type] for [Customer Name] for [Date] or [Date Range]
Show me details about [Customer Name]	Show me the 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?
List top customers by outstanding debt	Find customers with the largest most persistent debt over 180 days
Which customers have payment terms longer than 60 days?	Who is the credit controller for [Customer Name]?
Show me the customers that have [Credit Controller Name] as credit controller	Which customers have shown the highest sales growth between this year and last year?
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?
What was the highest invoice from last month?	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?
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 invoices are on dispute?	List all invoices with Customer Code and Name and 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?

Chase Debtors – Functions

Customer Turnover Analysis explained

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 Enquiries