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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.
Hannah Fryer
supported this idea
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It would be so useful to have this info in a report for supplier contacts as well (ref: Ruth Ball comments below). This could be used to enable us to quickly assess each supplier with a view to negotiating better payment terms if we already knew what was in place without going into each contact file. This should also be available for every supplier not just ones where there is an outstanding balance. The purpose of this exercise is that, as we have building contractors as our main customers, their payment dates for us subcontractors are often 60, 90 or even sometimes 120 days from date of first delivery. This isn't helpful when we have to pay suppliers on 30 days or 30 days eom.