Reports, Account Reports, Account Credit Card Expiry List
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To open the Account Credit Card Expiry List Report, from the Report menu, click Report Explorer and select the Account Reports group.

Report

DescriptionThe Account Credit Card Expiry List Report lists Accounts with issues where a Credit Card or EFTPOS Card is being used for Direct Debits, e.g. Credit Card expiring soon.
PurposeBy grouping and summarising Accounts into Account Types or Dealers, the report can be used to analyse when major cash flow movements will occur and provide key management reports.


Reports, Account Credit Card Expiry List

Select the Order By and Accounts to show

Order By

Select the order in which the report is to appear, by Account, Name or Expiry Date.

Descending

Tick to display in a descending order or leave blank to display in an ascending order.

Accounts

Select the Accounts to be included or leave blank to include all.

Alternatively use F6 to look up Accounts.

Expires Before

Enter to display exceptions that occur prior to this date.

See Topics, for more information about Account Filters, Ranges, Grouping, Printer, Data Export, Add to Queue and Settings.