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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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  • Emma Rosenblatt (Accounts) commented  ·   ·  Report

    This would be great! It is weird how we have the option to set customer credit limits in Xer but there is not section for us to but in Supplier Credit limits. It is a very basic essential feature that we should have.

  • Liam Wilson commented  ·   ·  Report

    Very important. We rarely go over our terms but we have gone over our credit limit due to not knowing until we have been contacted by our supplier, this has resulted in stops on our account for stock, or transport of our own goods to a customer.

  • Alicia Hera-Singh commented  ·   ·  Report

    If this feature sat in the same location for suppliers, as it did customers, then I would know when my limit is being reached and could action this before my supplier has to contact me. It would help us avoid missing out on stock.
    When you create your customer or supplier file, it should know if you are giving a credit limit to your customer or adding the limit set on your business by a supplier. There needs to be something in the background that differentiates a customer and a supplier file being setup

  • Jane Chard commented  ·   ·  Report

    Definitely needed - large number of suppliers with credit limits that need to be monitored so as not to have stop credits imposed.

  • Dawn Sharp commented  ·   ·  Report

    This has been going on since 2016 , when are we going to see a result.
    Is anyone listening to us???

  • Nicole Mason commented  ·   ·  Report

    Seems like a basic feature (and sounds like was previously a function, now removed). Would be really beneficial as provides a heads up before we reach stop supply!!

  • Helen Jarvis commented  ·   ·  Report

    Please ensure this most basic financial feature is reinstated asap

  • GA Interiors Ltd | Accounts commented  ·   ·  Report

    This request was submitted on 28.02.2022 and now we are on 07.05.2024 and this feature it is still now available. This information is vital for businesses.

  • Chris King commented  ·   ·  Report

    This is a fundamental feature to be able to flag any accounts approaching their limit so something can be done before a stop ship situation

  • Nicola Edginton commented  ·   ·  Report

    really would love this as a feature, we have a lot of suppliers and all have different cut off dates and credit limits, its frustrating that this information isn't just there saying "you're going to get cut off!!"

  • Nadine Attenborough commented  ·   ·  Report

    Supplier Credit Limits need to be added especially in the current economical state . Suppliers also need a Stop option if you do not want to purchase from that supplier temporarily but do not want to archive them.

  • Lucy Francis commented  ·   ·  Report

    This is crucial to use Xero as both a platform to manage the finances of both sales and purchases for a small business.
    Curious why customer sales credit limits is a feature but supplier purchase credit limits is not.

  • Karen Wright commented  ·   ·  Report

    This is an important feature, can't believe it is not available.

  • Mark Hunt commented  ·   ·  Report

    Supplier credit limits needs to be added as a feature.

  • Sona Maiden commented  ·   ·  Report

    Why can I not enter my supplier's credit limit and get a notification when getting close to the limit?

  • Amanda Day commented  ·   ·  Report

    Really important feature and as others have said quite a basic feature that should be included for an accounts package. Please look at.

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