Contacts - Credit limits for purchases
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.
Bryan Peterson
shared this idea
Thanks for sharing your thoughts on this idea. We appreciate you explaining how the ability to record a purchase credit limit could make a difference in your day-to-day work.
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Ellie Smith
commented
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.
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Richie Carrigan
commented
Very useful addition. Please implement
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Rachel Williams
commented
this would be very very useful, so i don't have to keep it in my head for each supplier