Reports: On which customer cards are on credit hold

Currently I have to drill into every customer's card to see if they are on credit hold.  Surely it can't be hard to include that field in a report?

There needs to be a better indication of which customers are on credit hold, perhaps from the accounts receivable window their details should be in red to indicate they are on credit hold, as opposed to have to go into their account or find out at POS.  Also when a credit hold customer pays, there is no warning or notification to release the customer from credit hold and this has caught us out a couple of times and needs to be rectified please.

Agree get asked for this a lot in todays climate is very important

Hi

I think it would be a good idea to be prompted when some one with their account on Hold pays their account.

To see if you wish to remove the Hold. You need to remember to take it off. 

Also,

I often have 2 companies open at the same time - it would help if you could change the back ground colour of one of the companies so you can see at a glance which one you are in.

I strongly agree, it's very frustrating that these reports are not available. I would think it a basic requirement for accounting software these days

It would also be handing when you go to apply a payment to a customer on Credit Hold that something comes up on the screen to advise you they are on Credit hold, so that you can take them off credit hold if you need to after receipting their payment.

I have put this idea forward before (quite a few years ago) so glad you have raised this again.

Wonderful idea and so glad it is under consideration!!

Hi All,

If you ever need more functionlaity that the basic reminder letters/ Creidt management reports in MYOB, I would suggest you check out the MYOB Addon - ezyCollect

Just as a heads up, we help business to better manage the receivables process. Let’s face it, reminding your customers about those unpaid invoices is a pretty onerous task. Think of the time spent on phone calls, emails, sending statements etc - costing you thousands of dollars each month.

There has to be an easier way right? Well now there is, and it’s called ezyCollect

ezyCollect helps you get paid faster by connecting to your MYOB account and finding all your outstanding accounts receivable invoices. Within a few quick steps you’ll have a customised template that can be automatically emailed to clients who have not paid by the due date – just the thing to keep cash flowing into your coffers.

You can set reminders to go out just before the due date, right after and at intervals right up to the dreaded “Final Demand”. Let’s hope it doesn’t get to that though!

Sounds great so far, but what about those customers you need to keep sweet no matter what? ezyCollect has thought of that: you can prevent reminders being sent to particular contacts or for certain invoices.

Watch this video to see how ezyCollect integrates with MYOB - and if you have the time check out this Case Study that show you how one of our customers improved cash-flow by 50% in just the first 60 days of using ezyCollect.

Thanks  - and if you have any questions or need to talk - please buzz AJ on 0431 249 330

You have my vote!  I think these functions are absolutely basic to an accounting system & should be a priority.

1. Need a report which lists all customers currently on credit hold.

2. Need a report which lists all customers over their credit limit.

Let me know when these changes have been implemented.  I look forward to it!