The Collections Results per Workflow dashboard shows how much has been collected through each workflow. Results may appear inflated if customers or invoices are counted more than once.
How Results Are Calculated
The dashboard sums entries from:
Customers in workflows.
Individual invoices in workflows.
Customer groups in workflows.
It displays:
Total collected per workflow.
Remaining balance.
Number of customers with undelivered communications.
What Causes Double Counting?
Multiple invoices per customer
Example: John Smith has Invoice #1 ($1,000) and Invoice #2 ($500) in the same workflow → $1,500 total
Duplicate entries for the same debt
Example: Jane Doe entered twice for $2,000 → $4,000 total
How to Spot Double Counting
Totals look higher than expected.
Customers appear multiple times in reports.
Dashboard totals don’t match accounting records.
Best Practices to Avoid It
Limit customer entries – Each customer should appear only once per workflow. If customers are joining too often, review your workflow rules.
Audit for duplicates – Regularly check workflows for repeated entries or overlapping invoices. Have a look at workflows alerts.
Validate before reporting – Always confirm workflow data against source records before relying on dashboard totals.
When Double Counting Is Normal
Tracking multiple invoices per customer.
Separating different debt types.
Monitoring the same debt across time.
Getting Help
If numbers look unusual:
Review workflow data for duplicates.
Check if multiple invoices are tracked separately.
Contact your system administrator for support.