Even the most experienced accounts receivable teams can miss what’s right in front of them—especially since key details are often scattered across systems, buried in emails, or stuck in manual workflows. These “blind spots” can slow down cash flow, cause costly errors, and cloud decision-making—making AR harder than it needs to be.
Quadient AR Automation brings visibility and control to the AR process, from invoicing and payments to cash application and reporting. Our latest enhancements help you spot inefficiencies, gain crystal-clear visibility into every step, and give your team the control they need to work smarter.
Bring retainage into the light
In project-driven industries like construction and professional services, retainage is a standard billing approach. Customers prefer the convenience and guarantee of incremental billing. And, it’s better for your balance sheet. But there is a catch. Retainage often creates serious blind spots for AR teams. When it’s unclear what’s held back, ready for release, or tied up across projects, forecasting and collections become a guessing game.
Quadient AR now brings hidden payments to light and shows you how retainage fits into every stage of the AR process. When you reach a project milestone and you’re ready to collect payment, the system automatically generates the invoice. Retainage information becomes available in your reports and dashboard analytics, and retained and released amounts show up in the places you need them, including:
- Statement and invoice pages
- Invoice reminders
- Customer portals
- Reports, aging summaries, and dashboards
Added transparency helps your team accurately track held and released amounts—and keeps cash flowing more predictably.
Learn to process retainage the right way in this recent blog post.
Uncover hidden payment details for a smoother experience
One of the key goals of accounts receivable automation is reducing the time and effort it takes to match incoming payments to customer accounts—and getting it right the first time. The smallest blind spot can cause delays and costly errors. That’s why Quadient AR Automation now brings hidden payment details into plain sight.
Enhanced payment activity logs display transactions on customer Statement pages. For credit card payments, the system displays encrypted account numbers; for ACH, it includes encrypted bank account numbers pulled directly from the payment provider.
Readily available details let your team:
- Match payments faster
- Troubleshoot issues more easily
- Reduce the back-and-forth that slows collections
- Resolve exceptions faster
Most importantly, this means fewer manual lookups and less back-and-forth between your AR team and your customers when questions come up. The result? More clarity, fewer delays, and a smoother payment experience on both sides.
Cash application with your eyes wide open
Cash application can quickly become a blind spot when remittance data is incomplete or buried in disconnected systems. Without key details like data like invoice numbers, amounts, and adjustments, your team can easily misapply, delay, or lose payments in manual work.
Quadient AR’s smarter, more transparent cash application delivers faster payments, fewer errors, and better control. Our enhanced cash application process uses AI and machine learning to automatically capture, match, and apply payments—reducing errors and speeding up reconciliation.
Here are some of the latest Quadient AR tools that bring critical details to the surface and streamline workflows:
Automatic customer and invoice matching: The system allocates payments to the correct customer and invoice—and your team doesn’t need to lift a finger.
Remittance capture from email: The system pulls in remittance data from emails, working in the background to fill in missing information.
Open remittance fallback: If our system can’t confidently match the data, it leaves the remittance open for review—so your team stays in control.
We’ve also added functions to make payment research and collaboration easier, including:
- Record and track check numbers by adding them manually or automatically.
- Search smarter for specific transactions; enhanced fields and dynamic search of not just payment details but also Notes and Payment Amounts help you locate specific payments more accurately and ensure no relevant information is overlooked.
- Collaborate with your team by leaving notes directly in remittances and payments records. No more chasing conversations or sticky notes.
- See more details at a glance, including encrypted payment account information (for both credit cards and ACH), through our improved payment activity logs.
When your team has a clear view into every transaction, they apply cash correctly the first time—speeding up reconciliation and keeping your cash flow moving.
Keep your systems—and your cash flow—in sync
Siloed data and disconnected systems are a major cause of blind spots in the AR process. Tight integration with your ERP and other financial systems keeps data flowing, connects workflows, and helps your team focus on what matters—getting paid faster.
At Quadient, we’re always deepening integrations to help AR teams operate smarter and more efficiently. Here’s how:
Easy, flexible sync options. More ways to connect your ERP and AR data means faster, more successful syncs.
- No more hunting and manually entering client information or subscription keys. Just log in with your Sage credentials and you’re connected!
- Choose the exact company you want to sync—and click. More precision in company records means better data integrity across entities.
- If something looks off, you don’t have to wait for a scheduled sync. You can now resync customers, open and closed invoices, and other entities manually.
All of the details in one place. You can now view and sync PDFs, notes, payment validations, and more from your ERP. You can make credit memos from Sage available as clickable links on your customer's statement page, portal, and disputes and tasks list. Your AR team can also attach them to automated or manual emails.
Seamless error resolution. The system checks the validity of payment data before pushing it through. If something’s wrong—like paused processes, invalid credentials, or data mismatches—you’ll get a clear error message and guidance on how to fix it. Issue-logging helps your team troubleshoot faster and avoid repeating the same mistakes.
Turn visibility into velocity
With these powerful updates, Quadient AR Automation doesn’t just help you see your accounts receivable process more clearly—it helps you improve it. From retainage to remittance, payment details to ERP syncs, you’ll see what’s been holding you back and replace it with speed, accuracy, and confidence.
Bring your AR process into view
Discover all of the enhancements and tried-and-true features in Quadient AR Automation. Book a demo today.