Credit Limit Review Options

NOTE: All functions under Administration require Administrator privileges.

When defined, the Next Credit Review due date appears on the Credit Review screen. The date reflects the number of months configured. To schedule the Next Credit Review Date:

1. Navigate to the Admin screen.
2. Select Database Settings on the left navigation panel.
3. Select Review Credit Limit Every xx Months. Alternatively, select Do Not Monitor for Regular Credit Limits Reviews.
4. Select the number of months for the duration.
5. Click Save.

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