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To help you analyse your Cards List, or to just make some cards stand out from the rest, use conditional formatting.

AccountRight can highlight details in the Cards List when rules and conditions you've set are met, and it can make ranking your cards really easy with visual indicators.

For example, you can use conditional formatting to:

  • Highlight cards that you need to contact next, based on their recontact date.
  • Identify cards that are on credit hold more clearly
  • Highlight customers or suppliers with overdue balances greater than a certain amount
  • Highlight your new customers
  • Rank your customers or suppliers based on current balance, or overdue amount

To access the conditional formatting options, right-click the column header you want to apply a rule to, and choose Conditional Formatting.