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1. Contact - Supplier Account Credit Limits

   192 votes

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   109 comments  ·  Contacts & files » Contact  ·  delete…  ·  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.

   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… more

   Steven Rubie supported this idea  ·  31 May, 2022

2. Purchase Orders - Import / Export function

   23 votes

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   44 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   We appreciate the passion and feedback we've received from customers about the ability to import and export purchase orders.

   We want to be open, that we do not have a direct plan to build export and import functionality in Purchase Order any time soon. 

   Our Product team in this space are currently focused on modernising our underlying technology so we can build new features, faster in the future.   

   To give a clear message for anyone coming across the idea, we'll close this idea.

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   Steven Rubie commented  ·  08 April, 2022  ·  Edit…  ·  delete…

   Ideally i would like to print off a report every month to show all purchase orders that have not been fulfilled/ drawn down against.

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   Steven Rubie commented  ·  08 April, 2022  ·  Edit…  ·  delete…

   If this (what i would class as a basic requirement) isnt available within Xero is there an API that can be used to get this information please?

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