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1. Contact - Supplier Account Credit Limits

   191 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

   Kieran Goodwin supported this idea  ·  24 August, 2024

2. Bills - add a scheduled amount when entering a planned date

   23 votes

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   submitted  ·  5 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Kieran Goodwin commented  ·  16 March, 2023  ·  Edit…  ·  delete…

   Can we implement a feature where a bill can have multiple due dates as per the payment terms. At times we receive invoices where they are due to be paid in instalments and it would be handy to see the multiple payment dates on an aged payables report.

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   Kieran Goodwin supported this idea  ·  16 March, 2023