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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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  • Jackie Crowest commented  ·   ·  Report

    2 years on and it is still not a feature. Really this needs a higher priority from the Xero team.

  • Kerry Briley commented  ·   ·  Report

    Supplier account limits is a must for our business.
    I have entered the limits in Xero, unfortunately at the moment, it does not provide the available credit.

    Please add this soon, It would be a fantastic tool for reporting budgets also.
    Thanks

  • Julie Sutton commented  ·   ·  Report

    Given how different customers and suppliers reporting seems to be, I guess the underlying design of these modules is a lot different.
    But yes - an accounts package without credit limits for suppliers is a serious oversight!

  • Jules Martin commented  ·   ·  Report

    Not sure how this still isn't a thing, should be easy coding wise since it exists for Contacts (Customer) so is just a formula for Contacts (Suppliers) for Bills rather than invoices? Xero Team please get it added!

  • Anthony Porracin commented  ·   ·  Report

    This is a must, especially if there is a field to record the terms that Suppliers provide, having the credit limit field completes the supplier record.

  • Fiona Williams commented  ·   ·  Report

    I totally agree with previous comments, credit limits, flags for disputed invoices & supplier activity statements are a must.

  • Beccy Michael commented  ·   ·  Report

    Yes this needs to be an option to add supplier credit limits so it can let us know when it has been exceeded as we put invoices on. There should also be an option to flag a disputed invoice.

  • Julie Sutton commented  ·   ·  Report

    To be honest the whole supplier process in Xero is awful - no credit limits, no disputed flag available, no supplier statements, inability to "pay" credit notes as they have to be allocated to totally unrelated invoices .... whoever designed this module needs a serious talking to!

  • Sam Jarman commented  ·   ·  Report

    This surely must be so easy to implement and would be great to have. Seems a bit nuts that its not possible.
    XERO - PLEASE PLEASE SORT THIS FUNCTIONALITY OUT

  • Shev Lizzard commented  ·   ·  Report

    This is very important for cashflow management and ensuring we can place orders/anticipate suppliers putting the account on hold.

    This is available in Sage and Xero have this for customers but not suppliers?

  • Sue Lyons commented  ·   ·  Report

    This is a basic requirement and should definitely be implemented urgently - it doesn't sound overly complex to code. I have suppliers who keep putting my clients on stop as we go over various different credit limits. I need to be able to set this in Xero so it flags up when we've gone over and I can make an interim payment.

  • Jayne Hancock commented  ·   ·  Report

    This should be part of the basic functionality. You have it for customers, why not suppliers?

  • Janelle Gurney commented  ·   ·  Report

    It would be good if it worked somehow with Purchase Orders, so when a purchase order is raised it gives a notification that Open Purchase Order's amount to $0.00. Suppliers Credit Limit is $1000.00

  • Debra Wellington commented  ·   ·  Report

    It is not an ideal solution to keep having to access the supplier details for this information, to see this information at a glance would be more efficient. Being able to add this information is crucial to knowing when we are near to the limits as well as exceeded

  • Emma Rosenblatt (Accounts) commented  ·   ·  Report

    Suppliers and customers needs a lot of updating they are treated to much alike. But then Xero allows this function for customers and not suppliers which is odd. It would be good to see when the supplier credit limits are exceeded.

  • Julie Sutton commented  ·   ·  Report

    @melanie - yep - to be honest, I think the whole supplier side of Xero is shocking! So much basic functionality is missing ..... If I know now what I was told back when we moved, I think I would have thought a bit longer about moving to Xero ....

  • Melanie Annetts commented  ·   ·  Report

    As this is a function for customers (after some time!) I don't understand why it can't be an option for suppliers!
    We are given limits from our suppliers and it would be good to see when these limits are exceeded! Surely this is just another basic accounts package function that XERO is missing!

  • Terese Xuereb commented  ·   ·  Report

    Agree that being able to enter a Supplier limit is critical.

    What is the use of having credit limits approved when filling in a credit application if you don't even have it in the system to keep an eye on.

    I would have thought this function would be a basic thing to have. You have it for customers why not suppliers.

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