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  1. Contacts - Ability to import credit limits

    34 votes

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    submitted  ·  11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Charlie Cadman commented  · 

    This would be really useful, as well as being able to input a date of the last credit check. For both suppliers and customers. Part of financial due dilligence is to ensure both clients and suppliers are of sound financial standing, and the only way to do this is to carry out regular checks. Having a report to show the credit limit and date of last check is invaluable to us - this is also a requirement under ISO...

    Charlie Cadman supported this idea  · 

  2. Contact - Supplier Account Credit Limits

    179 votes

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    submitted  ·  105 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Charlie Cadman commented  · 

    This would be really useful, as well as being able to input a date of the last credit check. For both suppliers and customers. Part of financial due dilligence is to ensure both clients and suppliers are of sound financial standing, and the only way to do this is to carry out regular checks. Having a report to show the credit limit and date of last check is invaluable to us - this is also a requirement under ISO...

    Charlie Cadman supported this idea  ·