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  1. Contact report / export - Including credit limits and terms

    116 votes

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    30 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for the engagement on this idea. We’ve listened closely, and know that being able to export full customer credit information including credit limits and associated credit terms would be a highly beneficial feature for you all that've voted.

    As mentioned in our previous update the Aged Receivables Summary report does provide some of the information requested, however we understand that this may not fully meet all your needs.

    Our Product team has reviewed this idea and we're updating the status to ‘Accepted’. This is an idea we’d like to develop, but isn’t currently on the roadmap. Please continue to add your comments and votes and if anything changes, we’ll make sure to post an update here.

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    Jeffrey Pfeiffer commented  · 

    While we can add credit limits per contact, and the Aged Receivables Summary can show credit limits in the report if the contact has an outstanding balance, no where is there a way to see ALL unused credit limits when used = $0. It seems that an easy fix would be to add credit limit to the contact download. HOW EASY WOULD THIS BE? Seems like a quick / easy fix!!!

    Jeffrey Pfeiffer supported this idea  ·