You can run manual business credit reports on your client, their customers, and vendors directly from Companies.
Run a Manual Credit Report on a Company
➡️ Navigate to Companies and select the desired client.
🔎 When the Company details are displayed click on Run Report just below the Company Name. You can also click View Reports to view any existing reports. You can also run manual business reports directly from an application manually and automatically.
Ensure the information for the company is correct and select the Data Service and Get Report. The report will open in a new browser window.
View Existing Business Credit Reports
Clicking View Reports displays any reports you have previously run on the primary business. Click on the desired report and it will open in a new browser window.
Run Manual Business Credit Reports on Customers, Suppliers, and Vendors
➡️ Navigate to Relationships. A list of their vendors and customers will show if they connected their accounting system or if you added any in Application Detail. You can filter the list. You can also add customers/vendors by clicking on the "+Add" button.
Click on the button to the right of the Company and then Click Run Report. You can click View Reports to view any prior reports that were pulled.
💡Tip: you can also run manual reports directly from an Application.