Settings and activity
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64 votes
Appreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
Sally Nichols
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192 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…
Sally Nichols
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6 votesSally Nichols
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7 votesSally Nichols
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26 votes
An error occurred while saving the comment Sally Nichols
supported this idea
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It would be helpful if you could pick which reports to give a standard user access to.
We have an external user who needs to see which bank transactions are unreconciled. The organisation has multiple bank accounts (50+) so the uncoded statement lines report is ideal but they only have access to this with advisor access, this gives them access to other facilities (lock dates) that we dont want them to use. This is causing us problems.