Accounts Receivable Process Survey Form
Please provide your feedback on our organization’s accounts receivable workflow. Your responses will help us improve our processes.
How clear are the current accounts receivable procedures?
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1
2
3
4
5
Which aspects of the accounts receivable process do you find most challenging? (Select all that apply)
Invoice creation
Payment tracking
Customer communication
Dispute resolution
Aging analysis
Reporting
Other
How would you rate the efficiency of the accounts receivable workflow?
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Very efficient
Somewhat efficient
Neutral
Somewhat inefficient
Very inefficient
Are the tools and technology used in the process adequate?
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Yes, fully adequate
Somewhat adequate
Not adequate
How effective is communication between departments involved in accounts receivable?
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1
2
3
4
5
Please rate your agreement with the following statements about the accounts receivable process.
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Rows
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I receive adequate training on the workflow
1
2
3
4
5
The process is easy to follow
6
7
8
9
10
Issues are resolved quickly
11
12
13
14
15
I can access necessary information easily
16
17
18
19
20
What improvements would you suggest for the accounts receivable process?
How frequently do you encounter delays in the accounts receivable process?
*
Very frequently
Occasionally
Rarely
Never
Which department do you primarily represent?
Please Select
Finance
Sales
Operations
Customer Service
IT
Other
Overall, how satisfied are you with the current accounts receivable process?
*
1
2
3
4
5
Submit Survey
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