Forum Discussion

CaroleG's avatar
CaroleG
Experienced Cover User
3 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
    3 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
3 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
    3 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
      3 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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