Forum Discussion

Rebecca711's avatar
Rebecca711
Experienced User
2 years ago

MYOB Account Right Ageing Report for Customers with Credit Limit

Can I get a aging report for customers that also shows that they have exceeded their credit limit?  
Earl_HD's avatar
Earl_HD
MYOB Moderator
2 years ago

Hi Rebecca711,

Thank you so much for your detailed post and my apologies for the late response. 

Running the Card List [Detail] report will provide you with both credit limit information and terms. You can customize this report to show only the fields you're interested in.
 

Another approach is to utilize the File > Import/Export Assistant. Choose customer cards, mark the necessary export fields, and export the information to a text file. This file can then be opened in Excel for additional customization.

Please do let me know how you go on this.
Regards,
Earl

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