Credit Balance

This article will help you navigate your credit balance information.

Viewing credit balance

Located in the Finance screen under summary, the credit balance shows the balance for the current month for all the businesses linked to your account.

You can see the total credit limit at the top, followed by the available credit, then the due soon amount for payment, and finally the overdue credit to be paid immediately.   

Credit status definitions

Credit limit: Amount of credit that has been approved and allocated to your account for trade (parts, service & rental)

Remaining: The remaining amount of credit available to spend.  *Does not include rental invoices

Due soon: The amount due to be paid by the coming due date.

Overdue: The amount that is now overdue and is required to be paid immediately.

 

Filter by company

Filter the credit limit by company, using the filtering option located at the top right corner in the main menu section.

Select/unselect companies and then click apply to make the update.

Requesting a statement

Request a statement by using the "Request a statement" button in the Finance screen.

Select company: Select the company first, statements can only be requested for one company at a time.

Select the transaction type: All transactions or open transactions.

For All Transactions: 

• Select period: For "All Transactions" period can be filtered by 1, 3 or 6 months. For example, if you have chosen 6 months and the current month is December, the earliest starting month you could choose will be June, and this will be covering from June to November. You can optionally filter either by the current financial year or last financial year.

For Open transactions:

• Select last month of the statement: The open transactions option will always bring the financial information from the year 2015, when our ERP system started to record data, to the date the user selects in this option. The month selected needs to be a complete month, if now we are in the middle of the month, you need to select the month before.

Send to email: Here the system auto-populates the email address linked to your account, you can change this email address if you want to send this information to another recipient by clicking the box and adding the new email address.