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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.

213 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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  • Michelle Bonnette commented  ·   ·  Report

    We require a report in Xero that displays the credit limit for all our customers. Currently, we rely on a separate Excel spreadsheet to record and update credit limits, which we must reference each time there’s a query or a change. Including the credit limit field in the Customer Contact report would greatly streamline our workflow and improve efficiency.

  • Sheryl Swift commented  ·   ·  Report

    Seems like a simple fix when there is already a box for customers. Please add asap.

  • gloria williams commented  ·   ·  Report

    Why can't we add a discount column to Bills in Xero. I need to add various items and some have a discount and some do not. It's unacceptable that I either have to put in one line item to discount the whole bill total, or I have to go through dozens of single items and add another line for each to cater for the discount - this is crazy

  • Tarryn Hamilton commented  ·   ·  Report

    If Xero does not keep up with (PAID) users requirements, then they will likely go the same way as video stores. This requirement is important for a business to function. This is just another one to add to the list - right next to the aging on statements - that has never been addressed except for them to suggest an add on! Come on Xero, you can do it!

  • Pauline Pownall commented  ·   ·  Report

    It looks like this question has been asked a few times over the last years without any progress, whilst not critical it would certainly streamline my accounting processes.

  • Sarah Hollier commented  ·   ·  Report

    I don't believe there are only 148 users who want this!

  • Daniel Faunch commented  ·   ·  Report

    Xero seems to be ignoring this. Same as the awful new invoicing system. I have clients already looking to leave Xero as they are not listening to their customers.

  • Allan Jobling commented  ·   ·  Report

    cant believe a basic setting such as this is not standard

  • Sarah Hollier commented  ·   ·  Report

    I am joining the loooooong list of people who would like to be able to apply a credit limit to a supplier account. Please can we have this ASAP??

  • Thea Williams commented  ·   ·  Report

    this feature is a must for when you are juggling a lot of suppliers with different credit limits, terms and ways to make payments. I currently have to manually check multiple times throughout the month which takes a significant time.

    this feature is available for customers - so why not suppliers?

    with all the new updates - surely you can add this one in Xero? PLEASE!!!!

  • Charlie Cadman commented  ·   ·  Report

    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...

  • Robyn O'Reilly commented  ·   ·  Report

    100% agree that this would be optimal to allow the credit limits to be entered into xero by supplier. This is very clunky otherwise

  • Daniel Faunch commented  ·   ·  Report

    This does not make sense that you can not set a credit limit to suppliers. Sage have this option.

  • NAOMI COETZEE commented  ·   ·  Report

    I cannot understand how such an important feature is not available!

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