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Is there a native way to see a customer's high balance?  We are asked for them on credit references, but I don't see anything native in reports or on the customer record.

You'd have to build a saved search with running totals - it'd be a bit of a mess and nasty to look at.

It'd also have to go back to the beginning of time for that customer.

So if they are high volume - it'd require someone downloading to excel and then looking there.

couldn't you kick out an "all transactions" statement from the beginning of time and just MAX() on the balance in excel?

No - that'd give you the maximum individual transaction

I mean the "balance" column on the customer statement

That'd probably work one off for a customer

Thanks!  I think this will work for us, as we mainly need it for credit references for specific customers