Remaining Lines Saved Search

This report will help you identify any possible credit card lines outstanding to be created.

Step-by-Step Guide

1. Go to Reports > Saved Searches > All Saved Searches > New
2. Find Credit Card Transaction CR
3. Name the report “Zone Credit Card Remaining Lines” or any other name you prefer
4. Add Criteria
   • GL transaction is empty
5. Audience tab, select all roles
6. You can select top right check box, "Available for Reminders", to add to your dashboard
7. Save