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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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  • Martin Bush commented  ·   ·  Report

    It is very important that we have the ability to know our credit limit with suppliers. This is a standard feature on all other accounting packages and is available on the sales ledger side so why is this not possible on the purchase ledger side?

  • Jackie Roberts commented  ·   ·  Report

    Really need to see our credit limit with our suppliers. Please can this be added to Xero. Thanks.

  • Sandra Mitchell commented  ·   ·  Report

    Critical to be able to see our credit terms with our suppliers. Why has it been removed?!

  • Louise McHenry commented  ·   ·  Report

    Can you please ADD A FEATURE to the credit limit for the Supplier Contacts this is vital in order to monitor our accounts. Important feature as this assist with managing the total spending with suppliers. We are frequently put on hold with suppliers due to our credit limit being exceeded. It would be great to be notified by Xero when our supplier accounts reach the credit limit spend set against that supplier.

  • Noriah Khoza commented  ·   ·  Report

    Trust you are well.

    Please can you kindly advise if there is a way where we can add a Supplier Credit Limit on Xero?

  • Coral Minifie commented  ·   ·  Report

    I would really like this feature as we find it very difficult to manage spending limits without it.

  • Stacy Ingram commented  ·   ·  Report

    Can you please consider reinstating the credit limit for the Supplier Contacts this is vital in order to monitor our accounts.

  • Woon Young Koh commented  ·   ·  Report

    Important feature as this assist with project managing the total spending with suppliers

  • Sarah Bacon commented  ·   ·  Report

    Really need this option reinstated as my purchasing team use Xero to check on balances owing and credit limits - how are we supposed to know where we are with this option removed??

  • William Campbell commented  ·   ·  Report

    Absolutely vital this option is returned. Why was it removed in the first place?

  • Prism Accounts commented  ·   ·  Report

    Would be a great help... supplier constantly block our clients' accounts due to overbuying.. If they could only be warned, by the system, they could pop in a payment or two to avoid this embarrassment...

  • Helen Jarvis commented  ·   ·  Report

    Absolutely vital this option is returned. Why was it removed in the first place?

  • Anel Kaiser commented  ·   ·  Report

    Given current economic climate ensuring we remain within our budget is essential

  • Karen Tovey commented  ·   ·  Report

    Need to ensure we can effectively manage our supplier accounts

  • Matthew Cross commented  ·   ·  Report

    How is recording a supplier credit limit not a basic feature?

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