This report will help you identify any possible credit card lines outstanding to be created.
- Go to Reports > Saved Searches > All Saved Searches > New
- Find Credit Card Transaction CR
- Name the report “Zone Credit Card Remaining Lines” or any other name you prefer
- Add Criteria
- GL transaction is empty
- Audience tab, select all roles
- You can select top right check box, "Available for Reminders", to add to your dashboard