Settings and activity
1 result found
-
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.
An error occurred while saving the comment An error occurred while saving the comment 
Victoria Young
commented
Customer csv is missing this one vital field - please add to road map for future updates, also a credit limit date on accounts & reporting would be extremely useful!
Victoria Young
supported this idea
·
Received an email today, great new xero team are listening but updating this information so we can report on vital credit limits amounts & dates etc is essential & needs to go on the road map.
Why would accept the idea but do nothing about it?
High priority ...... Dates need to be added to the contact information as credit limits expire & to have to monitor outside the accounting system is time consuming & inefficient.