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  1. Contact - Supplier Account Credit Limits

    194 votes

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    109 comments  ·  Contacts & files » Contact  ·  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…

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    Jackie Crowest commented  · 

    2 years on and it is still not a feature. Really this needs a higher priority from the Xero team.

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    Jackie Crowest commented  · 

    agreed

  2. Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF

    187 votes

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    54 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here. 

    You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action. 

    If needed you'll be able to export your results to PDF or Excel. 

    Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results. 

    Jackie Crowest supported this idea  · 

  3. Inventory - Allow Negative Stock On Hand

    130 votes

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    54 comments  ·  Purchase orders, bills & inventory » Inventory  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we're pleased to provide an update as work for backorders in Xero has continued to move along. Our team are now in a position where we'd love to test our solution with a small group of users. 😊

    If you'd be interested in being a part of our beta group please fill in this form📝

    Just to note - space is limited and we may not be able to include everyone.

    We appreciate your time and inputs and will be sure to keep everyone here updated of further progress.

    Jackie Crowest supported this idea  ·