Copilot – An Idea for You

We received two payments from a client which covered several invoices. We hadn’t received a remittance advice, but we could tell it wasn’t just the oldest invoices, so we were stuck on how to enter the payments.

I wondered if Copilot could help! So we entered (copied) the open invoice amounts into Excel, then entered the first payment amount we received. We then asked Copilot to determine what combination of numbers would add up to the first amount—and it worked! We had our answer and could make that entry.

We then tried it with the next payment amount. This did not work, but with the options it suggested, I could see a very specific adjustment that would make it all work. All that leg work allowed us to see the next obvious step and we got the entry wrapped up.

What low-risk issue is taking you time and Copilot could help? – CMW