Identifying Customers Exceeding Their Credit Limit

Q:  Sometimes we purposely allow our customers to exceed their established credit limit. I could not find any Accounts Receivable report, or even a way to search for and identify customers who are above their credit limit at the end of a month. What am I missing?

A:  Marking customers who exceed their credit limit is actually built into all CertiflexDimension Aged Accounts Receivable reports. Print any of the Aged Accounts Receivable reports to Report View and click >F5 to create a PDF of the report. Then select >Find and search for three asterisks “***”. All customers exceeding their preset credit limit are identified with the three asterisks next to their ending account balance.

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