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Contact report / export - Including credit limits and terms

Report listing all customers including contact details, credit terms and credit limits

116 votes

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James Davey shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thank you for the engagement on this idea. We’ve listened closely, and know that being able to export full customer credit information including credit limits and associated credit terms would be a highly beneficial feature for you all that've voted.

As mentioned in our previous update the Aged Receivables Summary report does provide some of the information requested, however we understand that this may not fully meet all your needs.

Our Product team has reviewed this idea and we're updating the status to ‘Accepted’. This is an idea we’d like to develop, but isn’t currently on the roadmap. Please continue to add your comments and votes and if anything changes, we’ll make sure to post an update here.

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  • Joanne Goddard commented  ·   ·  Report

    could this not be added to the export available for contacts. Seems to be the only column missing from this export

  • Axis IT Consulting commented  ·   ·  Report

    Yes please, it seems a no brainer that larger organisations need this feature.

  • Robyn Sharp commented  ·   ·  Report

    customer report that lists all the contact details plus their billing information.

  • Rob Newton commented  ·   ·  Report

    This type of export (credit limit and credit balance), particularly with API is critical to those who use ERP and other systems to manage customer quotations and orders.
    and not just for a single contact but all company customers at once, especially if there are 1000 transaction limits per day.

    The system we work in must have access to credit limits and balances so that when an order is received before it is accepted, we can check if credit limit will be exceeded .
    The same at order dispatch - before we release the goods, we need to know if account is on hold.

    best to have one source of truth, the accounting system that receives the money .

    It is difficult to believe that after all the requests for proper credit management that Xero has not provided.
    Does Xero understand its clients? Manufacturers use ERP for front line sales. We need to know what clients have in balance on credit limit and on order BEFORE entering an order otherwise the limit will be exceeded and we are at risk of invoicing a client out of limit AND if we hold the client might cancel an order underway .

    Get with the program Xero - MYOB can do this, why can't you?

  • Shirley Connor commented  ·   ·  Report

    We would like to print a list of ALL our customers showing credit limit, credit terms, Account number, ABN number, State, contact details (primary name & phone number).
    We can export the contact list and edit it but it doesn't show the credit limit which we have entered on the contact.

  • Jeffrey Pfeiffer commented  ·   ·  Report

    While we can add credit limits per contact, and the Aged Receivables Summary can show credit limits in the report if the contact has an outstanding balance, no where is there a way to see ALL unused credit limits when used = $0. It seems that an easy fix would be to add credit limit to the contact download. HOW EASY WOULD THIS BE? Seems like a quick / easy fix!!!

  • Nicole Holden commented  ·   ·  Report

    Client gifting, Christmas cards, mailing lists etc - the info is in Xero and XPM, why can't we get it out?

  • Monica Rossi commented  ·   ·  Report

    Currently, there is not a report which will show all companies in one report with their address, name and opening balances.

    It is frustrating having to individually display/export each contact and then add the balances to the exported document.

    It would be great if this feature could be made available as soon as possible.

    Thank you

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