# Accounts Receivable - Credit Limits and Balance Testing

This template performs testing on the credit limits and total balance of customers.

{% embed url="<https://auditboard-education-services.wistia.com/medias/c6ar5hjgl8>" %}

### Input Requirements

* A customer invoice listing file sourced from your ERP system (SAP, Oracle, Microsoft Dynamics, etc.).
* A listing of valid credit approvers.
* [Parameters](https://docs.auditboardanalytics.com/workflows/parameters)
  1. [File Input Parameters](https://docs.auditboardanalytics.com/workflows/parameters/file-input-parameters)

### Output Expectations

* An identification of customers who's credit balance exceeds their credit limit.
* An identification of customers who's single invoice exceeded their credit limit.&#x20;
* An identification of customers who carry a negative credit balance.&#x20;
* An identification of invoices with improper approval.
* An analysis on whether credit limits were consistently applied to customers and those customers who it wasn't consistently applied to.&#x20;