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  1. Contact report / export - Including credit limits and terms

    116 votes

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    We’ll send you updates on this idea

    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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    Mphokame Energy (Pty) Ltd commented  · 

    This is extremely important for the bank to pull this information on a regular basis as the customers list keep growing. Our debtors book has been insured and keeping this list updated manually causes human errors.

    Mphokame Energy (Pty) Ltd supported this idea  ·