Overview
DebtorLogic now provides three key improvements to help you better manage customer data and assess risk exposure:
Credit limits are now visible in your Account List and Customer Insights.
CSV exports include all mapped fields, including credit limits and terms.
A new Search bar in the Account List makes it easier to locate accounts.
Credit Limits Now Visible
Credit limits are now displayed in:
Account List – quickly review limits across all business names.
Customer Insights – view credit limits alongside other key metrics
Payment analysis, Risk and averages populated on actual businesses.
Improved CSV Exports
When you download data from DebtorLogic, all mapped fields are now included in the CSV file. This means:
Credit limits, terms and account managers are exported.
You can analyse data offline or share with stakeholders more easily.
New Search Functionality
The Account List now includes a Search bar, allowing you to:
Locate specific accounts quickly.
Filter by business name, ABN, ACN or ID.
Navigate data more efficiently.
How to Get Started
Step 1: Upload Data with Credit Limits
Add a new Credit Limit column to your existing ATB file.
Enter the limit for each business or account number.
Login to DebtorLogic and go to Upload ATB.
Select your file and, in the mapping step, link the new column to Credit Limit using the dropdown.
Upload your file.
Ensure the Credit Limit column you upload from the CSV is linked to the drop-down option for ‘Credit Limit’ in the mapping.
Once uploaded, credit limits will be linked to each business name/ account ID.
Step 2: View Credit Limits
Go to your Account List to see:
Credit limits
Outstanding balances
Risk indicators
This gives you a comprehensive view of customer exposure at a glance.
Step 3: Export for Analysis
Use the CSV Download option to export all account data, including:
Credit limits
Terms
Account managers
All other mapped fields
This is useful for offline analysis and reporting.