How to generate a customer credit limit report
Teresa Huang
Member Posts: 30 Reckoner
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
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Answers
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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)
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That's exactly what I am after. Thank you so much Shaz!
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