Contacts - Ability to import credit limits
Ability to import credit limits along with contact information in the normal import template, particularly when converting your accounting system to Xero.
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Charlie Cadman commented
This would be really useful, as well as being able to input a date of the last credit check. For both suppliers and customers. Part of financial due dilligence is to ensure both clients and suppliers are of sound financial standing, and the only way to do this is to carry out regular checks. Having a report to show the credit limit and date of last check is invaluable to us - this is also a requirement under ISO...
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PlastAG Admin commented
This seems like it should be a standard feature of export/import file, this is a must to include as a standard inclusion
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Daphne Ang commented
I need to import and export the Credit terms and Credit limit of all my customers.
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Cindy Chan commented
This is very important to be able to export the credit limit either Purchase or Sales so it allows us to improve the system.
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Andy Stoner commented
Imperative for businesses that have hundreds or thousands of customers that need to be able to do this task. This will take hours and hours without the bulk import feature.
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Peter Miles commented
You also cannot export them with the other contact information, which seems a little crazy !!