Aged Receivables - Include credit limit
We would like to see the credit limits included in the Aged Receivables Details, as well as in the Summary. This way, when we are working with detailed reports, it will be easy to see if a customer has exceeded their limit without having to run a separate report.
The amount could be placed as an extra column on the total amount of each client in the report.
Jessica Ribeiro
shared this idea
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Louise Birnie
commented
Aged receivables detail report - Credit Control - I want to be able to run this report in xero and see at a clear glance in a new column all the credit control notes that my team have recorded against outstanding overdue invoices. Then to download this report to send out to the relevant operations managers rather than having to double handle by adding notes again in excel.
It is not practical to have to open up each invoice to view notes. -
Susan Crawford
commented
Being able to see credit limits and also the customers actual days credit on the Aged Receivable report would be a huge advantage.
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Charlene McGhee
commented
I would also like this to feature on reports along with customers days credit