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  1. Contact - Supplier Account Credit Limits

    181 votes

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    submitted  ·  106 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Robyn O'Reilly commented  · 

    100% this should be a simple fix and would really help to streamline operations for a number of your customers and enable them to have all the information they require in one system. This will promote loyalty to Xero too.

    Come on...you can do it!

    Robyn O'Reilly supported this idea  · 
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    Robyn O'Reilly commented  · 

    Please add this to the fields in supplier setup

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    Robyn O'Reilly commented  · 

    100% agree that this would be optimal to allow the credit limits to be entered into xero by supplier. This is very clunky otherwise

  2. Supplier details report to include e-mail addresses, bank details, terms, e-mail addresses

    6 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, not seeing a lot of interest in this idea overtime and with no plans in the roadmap we will update this idea to Not in pipeline.

    While we appreciate why users would like a report containing all these details, this isn't something we have plans to develop.

    As previously suggested it's possible to export your list of suppliers from contacts that includes email and bank details.

    In relation to spend within a period, you could run the Payable Invoice Details report which can be grouped by Contact and run for a period to view the items purchased and the accounts these were coded to.

    It may also be worth noting that Email can be included as a column when running the Aged Payables Detail or Summary reports.

    Robyn O'Reilly supported this idea  ·