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116 votes
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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Rob Newton
supported this idea
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This type of export (credit limit and credit balance), particularly with API is critical to those who use ERP and other systems to manage customer quotations and orders.
and not just for a single contact but all company customers at once, especially if there are 1000 transaction limits per day.
The system we work in must have access to credit limits and balances so that when an order is received before it is accepted, we can check if credit limit will be exceeded .
The same at order dispatch - before we release the goods, we need to know if account is on hold.
best to have one source of truth, the accounting system that receives the money .
It is difficult to believe that after all the requests for proper credit management that Xero has not provided.
Does Xero understand its clients? Manufacturers use ERP for front line sales. We need to know what clients have in balance on credit limit and on order BEFORE entering an order otherwise the limit will be exceeded and we are at risk of invoicing a client out of limit AND if we hold the client might cancel an order underway .
Get with the program Xero - MYOB can do this, why can't you?