The Credit Limit History form shows all changes to any of the Credit Limits that have been recorded for the selected Account. The display can be customised to show all historical Credit Limit changes, or to only show those which have not bee Cancelled.
Column | Description |
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Status |
Displays the status of the Credit Limit. Valid Statuses are:
|
Date | The effective date of the Credit Limit change. |
Reference | Displays the reference as entered in the Credit Limit Change wizard. |
Credit Limit | System generated notes describing the change to the first Credit Limit. |
Credit Limit 2 | System generated notes describing the change to the second Credit Limit. |
Credit Limit 3 | System generated notes describing the change to the third Credit Limit. |
Notes | Displays the notes to be shown in the Comments column of the Account Statement. |
Created | Displays the date the Credit Limit was actually changed in finPOWER Connect. |
Creator | Displays the finPOWER Connect User who changed the Credit Limit. |
Updated | Displays the date the Credit Limit was updated, if it has been. |
Updater | Displays the finPOWER Connect User who updated the Credit Limit, if it has been. |
Icon | Definition |
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![]() | Edit a Credit Limit. |
![]() | Cancel the selected Credit Limit change. |
![]() | Omit Cancelled changes. The background of this button will be shaded if it has been selected to only omit Cancelled. |
![]() | Save the current columns settings as the default for each time this form is opened. |