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?
Marking customers exceeding 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 beside their ending account balance.