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  1. Contact - Supplier Account Credit Limits

    191 votes

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    109 comments  ·  Contacts & files » Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks so much for all your support and input on this idea, everyone.

    We understand how helpful it’d be to have a credit limit field for suppliers in Xero, and how it could help manage cash flow and stay within agreed limits with your key suppliers.

    A good workaround shared here, is to use the Notes field in the supplier's contact record to manually track their credit limit. While this doesn't automatically stop you from exceeding the limit, it's a visible reminder for your team. Additionally, regularly running the Aged Payables Summary or Detail report can help you keep an eye on what you owe and when it's due.

    We know there’s a desire for this functionality, however we want to be transparent that we don’t have any plans for this in the near term, and will move this to Not in pipeline.

    The idea will remain open for votes…

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    gloria williams commented  · 

    Why can't we add a discount column to Bills in Xero. I need to add various items and some have a discount and some do not. It's unacceptable that I either have to put in one line item to discount the whole bill total, or I have to go through dozens of single items and add another line for each to cater for the discount - this is crazy

    gloria williams supported this idea  · 

  2. Credit Notes - Create for Contact Groups

    4 votes

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    submitted  ·  1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    gloria williams supported this idea  · 
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    gloria williams commented  · 

    I have to do 70 plus individual credit notes for 4 contact groups. 70 individual ones instead of 4 - no brainer - that's five minutes of my time compared to a couple of hours. Constant checking off a list and searching for each customer, is not an efficient working environment.