Report showing customers credit limit and terms

Question

Hi,

How do I generate the customers report to show the credit limit and terms?

At the moment, there are not credit limit or terms to add to my customize report on card list.

Please see attached.

Thank you.

Screenshot 2022-11-14 144535-MYOB.png

CloverQ · Answer

Hi @H-TS

I'm afraid that the Card List [Detail] report does list only one employee per card, the report can be exported to Excel for further sorting. Or as previously mentioned, you can also use the Import & Export Assistant, select the desired fields only then export the cards.

Another great option will be exploring the available add-ons for AccountRight, some offer advanced reporting options which may suit your needs.

H-TS · Answer

Is there a way to run the card list detail report so that you don't have a separate page for each card? It would be SOOO much more useful to have this field as an option to add to the Receivables Summary report, or even as a column on the card list.

CloverQ · Answer

Hi @SIT1991

If you run the Card List [Detail] report, it will display the credit limit information as well as terms. You can customise this report to show desired fields only.

Alternatively, you can also use File > Import/Export Assistant, select customer cards and tick the desired export fields to export the information to a text file, which can be opened in Excel for further customisation.

Please feel free to let us know how you go, or if you have any other questions.