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Contact - Supplier Account Credit Limits

Ability to show account credit limit in supplier contact.

Purpose: Users can easily know the limit of orders from suppliers.

212 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks so much for all your support and input on this idea, everyone.

We understand how helpful it’d be to have a credit limit field for suppliers in Xero, and how it could help manage cash flow and stay within agreed limits with your key suppliers.

A good workaround shared here, is to use the Notes field in the supplier's contact record to manually track their credit limit. While this doesn't automatically stop you from exceeding the limit, it's a visible reminder for your team. Additionally, regularly running the Aged Payables Summary or Detail report can help you keep an eye on what you owe and when it's due.

We know there’s a desire for this functionality, however we want to be transparent that we don’t have any plans for this in the near term, and will move this to Not in pipeline.

The idea will remain open for votes so we can continue to gauge community interest and feed that back to our product teams.We'll be sure to post another update if the status of this idea changes.

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  • Laurie Haddon commented  ·   ·  Report

    Can we get a supplier credit limit in Accounts Payable as well, this would help you manage suppliers before they put your account on stop. Enabling us to make a payment before end of month is due and keep our accounts within their limits.

  • Tim Sparkman commented  ·   ·  Report

    Many businesses need to closely monitor credit limits and agreed exposure thresholds set by their key suppliers to manage cash flow effectively, avoid shipment holds, and satisfy standard audit/internal control requirements. This would be super handy to have!

  • Martina Verescakova commented  ·   ·  Report

    I have various credit limits set up with my suppliers and they do change. It would be nice to have them always up-to-date in XERO.

  • Ellie Smith commented  ·   ·  Report

    This would be very useful, we don't provide credit limits to our customers, but we have credit limits from 90% of our suppliers. Unsure why it was never an option from the start to input credit limit for the suppliers / purchase defaults.

  • Rachel Williams commented  ·   ·  Report

    this would be very very useful, so i don't have to keep it in my head for each supplier

  • Bryan Peterson commented  ·   ·  Report

    Adding a 'credit limit amount' to the 'Purchase defaults' section of Contacts would be very useful.

    I have accounts with several suppliers with a credit limit. It would be very handy if I could see that credit limit in Xero and either put a stop on placing orders until I have reduced the balance and/or a simple reminder that I am approaching or over the limit.

    The 'credit limit amount' is available in 'Sales defaults' but not 'Purchase defaults' which seems to be an odd omission.

  • Accounts Department commented  ·   ·  Report

    I would very much hope that this can be implemented seeing multiple requests for this feature since 2020.

  • Ria Leman commented  ·   ·  Report

    We are a manufacturing company and we deal with a lot of suppliers. There must be a way to enter a credit limit set by the supplier. This is a major flaw in Xero.

  • David Forster commented  ·   ·  Report

    Please add supplier credit limits as soon as possible. This is a pretty basic requirement for a finance system. It is a fairly standard audit question that a decent auditor asks any company. From an internal control, it is a fundamental to ensure that shipments from our suppliers are not delayed by being slightly over credit limit.
    Many thanks.

  • Tracy Rogers commented  ·   ·  Report

    Please add credit limits for suppliers at the earliest opportunity, this function was available in our old, slightly antiquated previous system and I was baffled to see that Xero didn't have it!

  • Julie Sutton commented  ·   ·  Report

    @Theresa - nothing is going to change on suppliers or bills - they've "updated and improved" sales invoicing and the cashflow so you know that the bills / supplier module is coming next. Just hope they take notice of these boards and include credit limits / statements etc (although sadly I'm not hopeful ...)

  • Theresa Cantwell commented  ·   ·  Report

    I cant believe this was originally requested in September 2016 by the Xero Team!!! Please add this function in the next update as would help all users run their businesses more efficiently, together with assisting accountants and auditors

  • Lisa Height commented  ·   ·  Report

    This would be a great idea - to get on the front foot with supplier credit accounts.

  • Andy Garrard commented  ·   ·  Report

    Hoping that this function can be added as it is frustrating trying to keep an eye on supplier credit without this.

  • ChingTing Goh commented  ·   ·  Report

    It is critical as part of the internal control which require by internal auditor. I can't believe Xero don't have this report to pull out.

  • Mark Catterson commented  ·   ·  Report

    This is a fundamental element within cash management. Adding this to Xero should be a priority.

  • Robyn O'Reilly commented  ·   ·  Report

    100% this should be a simple fix and would really help to streamline operations for a number of your customers and enable them to have all the information they require in one system. This will promote loyalty to Xero too.

    Come on...you can do it!

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