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
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)
That's exactly what I am after. Thank you so much Shaz!
You're very welcome Teresa 😊
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