Accounts
Every customer you approved, with their credit line, terms and next review date.
Accounts lists every customer you approved through Valtis Desk, with their credit line, terms and next review date.
- Sum of approved limits across all accounts, at the top.
- Sort by most recent, by credit line, or by review date.
- Reviews due soon counts accounts whose review falls in the next 30 days.
The review date comes from the decision. To change it, open the file and set a new Next credit review.
An account appears here the moment you approve its application.