Ageing in MYOB Card file does not take into account the credits

Question

HI.We run about 1000 debtors and to have a quick look at who is overdue we go to Card File | Customer Cards | And then click on Overdue so they are in order of the largest to smallest. Really good way to quick see who to chase. BUT this Overdue does not take into account the credits value. Terms are the same but ignores it which means the information shown as balance overdue is not correct. I am not sure there is a fix but crikey it is annoying as sometimes people have large credits and you can think they are overdue for more. Of course we always check before following up but it is wrong it shows the wrong total overdue.

mike_james · Answer

Hi Wendy&nbsp;, where possible you should settle the credits before reviewing the overdues.

wendy · Answer

Hi Mike, We used to do this but then we found that customers did not offset the same and then it caused more pain so we only do this as they pay now. But thank you for the suggestion.

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Ageing in MYOB Card file does not take into account the credits

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