Settings and activity
5 results found
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1 vote
Thanks for sharing your idea, and letting us know that a single report showing sales activity and the customer credit limit would be something that you would like to see developed in Xero.
We've opened this up to the wider community and now it's up to them to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! Along with votes, other members can share additional detail about how your idea could improve their experience with Xero.
Laurie Haddon
shared this idea
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12 votesLaurie Haddon
supported this idea
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213 votes
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…
An error occurred while saving the comment Laurie Haddon
supported this idea
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96 votes
Thank you all for sharing your feedback on how important consolidated employee details are for your businesses.
In November 2023, we released updated payroll reports which allow greater flexibility, however we understand this doesn't fully meet your needs
While employee’s date of birth and account details are accessible from two separate reports, due to the sensitive nature of TFNs, there’s no plans to include these in exportable reports.
While we truly appreciate your feedback and support in this idea, we want to be upfront that we don’t have intentions of combining all the data requested here into a single report that can be exported from Xero Payroll.
Laurie Haddon
supported this idea
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45 votes
Hi everyone, thanks for your input and comments on this idea, we can see it's been a while since we've provided you with an update.
We've reviewed your idea and have moved it to Gaining Support status. Now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Laurie Haddon
supported this idea
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Can we get a supplier credit limit in Accounts Payable as well, this would help you manage suppliers before they put your account on stop. Enabling us to make a payment before end of month is due and keep our accounts within their limits.