Create Alert when Customer has exceeded their credit limit
Create an email alert when a customer has exceeded their credit limit. Email could be issued to an appointed user within the company, or multiple users.
Kate Hutchinson
over 6 years ago
in Notifications
0
Idea Accepted - Gauging Support
Pop-Up Messages to show Credit Review Dates for Customers
It is possible to add Credit Review dates on Sales Ledger Accounts under the Credit tab. Although it is possible to add these datesagainst the accounts, you have to go into each individual account to check the dates entered. This information does ...
Guest
over 9 years ago
in Notifications
0
Idea Accepted - Gauging Support
Our customers would like to be able to run the Financial Reports - Balance Sheet and Profit and Loss etc. showing all the months across the page - driven by the date entered. They would also like a comparison to those month for the prior year.
Guest
over 7 years ago
in Balance Sheet
2
Idea Accepted - Gauging Support
