Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.


Reports: On which customer cards are on credit hold

Cover User




1 Post
Cover User

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"

Current Status: Open
Last Changed: September 2013

Thank you for the post. We agree these would be very handy reports to have to help with credit management. I request others to vote on this idea and add any relevant comments.

1 Post
Cover User

We have a number of branches who enter their own sales invoices in MYOB.  Our head office looks after credit control however customer payments are also entered by a number of staff.


Without the list of customers on credit hold it is far too difficult to track which ones should be removed.  Sales to customers are therefore delayed as branches don't have the authority to take a customer off hold.


Why provide this function if we can't even track it.  

1 Post
Cover User

A report for those marked on "Credit Hold" would be very, very useful

1 Post

6 years since this post started and still not available. I only have the trial version but not sure I will be going ahead as this is an important feature for our business.


Need reports

Customers on hold
Customer total owing vs customers credit limit.

4 Posts
Cover User

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.

2 Posts

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.