Forum Discussion

CaroleG's avatar
CaroleG
Experienced Cover User
4 months ago

Identifying customer credit limit

Hi All   Is it possible to get a report like the reconciliation summary which shows our customers credit limits?? I have had a look and can't see anything like it. Customer Analysis shows sales bu...
  • Princess_R's avatar
    Princess_R
    4 months ago

    Hi CaroleG,

     

    Currently, there is no option to generate a report that shows the credit limit in relation to money owed, similar to the reconciliation summary. However, you can post this as a feature suggestion on our Ideas board. This allows other users to vote on it and helps our developers consider it for future updates.

     

    Cheers,

    Princess

SupportNoteGuy's avatar
SupportNoteGuy
MYOB Staff

Hi CaroleG - thanks for the question.

 

The Cards List (Detail) report includes credit limit info for your customers. Otherwise, you can export your customers' details (maybe just their name) - and ensure you include the Credit Limit field in the export.

You can then open the export file in Excel.

 

Take a look at these topics for more details about exporting customer details and opening the export file in Excel.

 

I hope this helps!

 

Adrian

CaroleG's avatar
CaroleG
Experienced Cover User
4 months ago

Hi Adrian

 

Thank you but that is not what I am after.  Our sales team would like to be able to see the credit limit in relation to money owed.  Is there any way I can get a report or have a custom report generated that will show the credit limit on a report like the reconciliation summary.

 

Kind regards

Carole

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    4 months ago

    Hi CaroleG,

     

    Currently, there is no option to generate a report that shows the credit limit in relation to money owed, similar to the reconciliation summary. However, you can post this as a feature suggestion on our Ideas board. This allows other users to vote on it and helps our developers consider it for future updates.

     

    Cheers,

    Princess

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