Credit Card Expiry Report


Accounts Receivable Menu -> Collections -> Customer Credit Information -> Credit Card Expiry Report

Reports Menu -> Automatic Reporting -> Function ARCC05 -> runs Credit Card Expiry Report


This report can be used to identify our customers' Credit Cards that are nearing or passed the expiry date.
It returns a spreadsheet listing customer name, number, phone, principle name and card number (displaying only the last 5 characters) with the card expiry date and card name.

The 'Credit Card Expiry Report' can also be run automatically with the spreadsheet output emailed to staff by setting up ARCC05 with the email addresses in the Automatic Reporting.
The automated report is based on the value set for the 'Expire in Number of Days' filter in Automatic Reporting and will always assume ALL customers and 'Export All Cards' = N.

EXPORT ALL CARDS
Leave this field blank to only export the expired Credit Cards using the 'Expire in Number of Days' filter or check this box to return all Credit Cards and Banking records in the spreadsheet for the selected Customers regardless of expiry date.

EXPIRES IN NUMBER OF DAYS
This field does not apply if the box to 'Export All Cards' has been checked.

Accept the 30 days to generate the list of credit cards that are expired and will expire in the next month (30 days), or enter a preferred number of days for the expiry time period.

Note: Banking/Checking transactions do not really expire so are not reflected accurately on this output.


CUSTOMER, "ALL" OR "SEL"
  • Type ALL to include all eligible customers with Credit Cards that expire with the number of days entered above.
  • To narrow the expiry check to a specific customer enter the customer number or select the customer from the Accounting Customer Search window.
  • Type SEL to select several customers to include in the card expiry check as outlined in Customer Select.

Finished?
Click the ACCEPT button to generate the spreadsheet, or CANCEL to abort.

Topic Keyword: ARCC05 (7062)
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