Schief's avatar
Schief
Cover User
11 years ago
Status:
Open

Reports: On which customer cards are on credit hold

It is one of the most important of all areas for all businesses to keep a tight reign on cash flow and overdue accounts, buy MYOB lets us down badly in credit managment reporting.

 

Need a simple overdue customer report which can be filtered by all customers who are one or two terms past their invoice term.

 

Need a report which lists all customers currently on credit hold

 

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

 

Also it would be excellent to see if a customer is on credit hold when you are processing payments.  (Like it comes up when you are invoicing)  That red flag would alert you to check if that customer can come off credit hold.  At present every single payment for every customer has to be checked by zooming into the card to check if they were previously on credit hold.  A big waste of time!!

 

Please, please fix these things...

 
"Customer credit control"

Cards
Credit Management Control
Reporting

31 Comments

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  • accountsjane's avatar
    accountsjane
    Cover User
    5 years ago

    I agree that it would be an exceptional report and both timesaving where you have different departments that invoice to that of the credit controller.

     

    To have to keep a list outside of MYOB seems archaic.

  • Marian2's avatar
    Marian2
    User
    4 years ago

    We regularly use the credit hold function and sometimes people pay and as taking them off is manual it can be missed. You can understand their frustration.  If we could run a report regularly on who is listed on credit hold then it can pick up on these errors.  

  • Comfab's avatar
    Comfab
    User
    3 years ago

    Agreed. It would be a great tool to be able to print a report for all customers on Credit Hold. Plus also a nudge to take them off credit Hold when they have paid their account and are within the agreed terms once again. Or even an automatic removal when the overdue account has been paid.

  • naomiacute's avatar
    naomiacute
    Experienced User
    2 years ago

    There is not currently a report that shows all of my account customer balance and limit on one page. I have to look at another of my programs to gather all of this information in one place. 

     

    Having one report with all of this information would save a lot of time. 

  • Bluewren's avatar
    Bluewren
    Partner
    2 years ago

    I seem to have a lot of customers on credit hold for one of my clients. 

    Would be very convenient to have a report of these customers to send to my client and also as a reminder to myself. 

  • GemmaE's avatar
    GemmaE
    User
    8 months ago

    Have we got this report yet as this would be very handy! 10 years seems a little crazy if still not available?

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    8 months ago

    Hi GemmaE,

    Thanks for your post and welcome to the Community Forum!

    Apologies for the delay in getting back to you. Your enthusiasm for this report is truly appreciated! Our development team is dedicated to working on feature requests, prioritizing them based on user feedback. Your input is incredibly valuable as it helps us understand which features are most essential for our users. While the specific report you've mentioned may not be available at the moment, please know that your interest has been duly noted and contributes to our ongoing development decisions. Your feedback plays a crucial role in shaping our priorities and enhancing the experience for everyone. We'll keep you informed of any progress on this feature. 

    In the meantime, if there's anything else we can assist you with, please don't hesitate to reach out. Thank you for being a valued member of our community!

    Regards,
    Earl