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

    116 votes

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    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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    Rob Thompson commented  · 

    Yes - this is an incredibly IMPORTANT requirement as many Xero users will be running invoice discounting finance solutions where CONSTANT monitoring of customer CREDIT LIMITS is required due to business banking imposed credit limits. Keeping them both in line with each others requires a manual customer list to be maintained OUTSIDE of Xero, which is tedious and time consuming to maintain and issue monthly. Please just add the CREDIT LIMIT field to the contact/ customer list report or something similar.

    Rob Thompson supported this idea  ·