How to generate a customer credit limit report

Teresa Huang
Teresa Huang Member Posts: 30 Reckoner Reckoner
in Accounts Hosted

Hi, is it possible to generate a report from Reckon Account to show customers' Account Numbers and credit limits? I did some search but don't seem to be able to find anything from the Reports menu that suits.

Thanks,

Teresa

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,754 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Hi Teresa

    Yes, use one of the List reports (under the Reports > Lists heading) eg Customer Phone List.

    You can then Modify the report & add (tick) these 2 additional columns (Account No. & Credit Limit)

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Teresa Huang
    Teresa Huang Member Posts: 30 Reckoner Reckoner

    That's exactly what I am after. Thank you so much Shaz!

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,754 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    You're very welcome Teresa 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

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