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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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    Balinda Sutton commented  · 

    As you can export other contact details, would be great if the export includes every field listed when setting up an account. If all fields can be exported the user can than filter out what is not required at the time. Better to have to much info than not enough. Would also be great to have last sale/purchase date.

    Balinda Sutton supported this idea  ·