Schief's avatar
Schief
Cover User
12 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
  • MC33's avatar
    MC33
    Experienced Cover User
    9 years ago

    In next update please MYOB - can't be that hard can it? haha

     

    Thanks

     

  • Steven_M's avatar
    Steven_M
    Former Staff
    9 years ago

    Hi MC33

     

    Thank you for voting and sharing your thoughts in regards to this idea.

    Currently this idea has been placed as Under Consideration. At this stage we don't have a direct time frame for when this idea will be placed in development and implemented into the program. However we are still encouraging clients that would like to see this idea added to vote and comment if required.

  • Smiths's avatar
    Smiths
    Cover User
    9 years ago

    I cant believe it's taking so long to add something simple yet very helpful and necessary for your customers.

  • lsdf2005's avatar
    lsdf2005
    Contributing Cover User
    9 years ago

    It's been 3 years now! When are these reports going to be added?

    Could we at least have an update on when this is likely to happen?

  • Ecomist's avatar
    Ecomist
    Contributing Cover User
    8 years ago

    We recently upgraded from V19 to 2016.3.  I am dismayed that a basic credit control report is still not available.  The post I am adding to was 2013!!!

     

    I can filter overdues without addons via excel sort but can't access credit hold status. Both reports are essential modern business tools - come on MYOB.

     

    Another great feature would be to show and link to credit holds at payment processing time so we can assess whether to remove the hold if appropriate. Simply good streamline design.

  • Jocenimlok's avatar
    Jocenimlok
    Cover User
    7 years ago

    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.  

  • kefraser's avatar
    kefraser
    5 years ago

    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.