Forum Discussion

CaroleG's avatar
CaroleG
Experienced Cover User
2 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 but is not debtors.

If not is it possible to get a custom report made??

  • Princess_R's avatar
    Princess_R
    2 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
    2 months ago

    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
      2 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
        2 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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