We require a report in Xero that displays the credit limit for all our customers. Currently, we rely on a separate Excel spreadsheet to record and update credit limits, which we must reference each time there’s a query or a change. Including the credit limit field in the Customer Contact report would greatly streamline our workflow and improve efficiency.
We require a report in Xero that displays the credit limit for all our customers. Currently, we rely on a separate Excel spreadsheet to record and update credit limits, which we must reference each time there’s a query or a change. Including the credit limit field in the Customer Contact report would greatly streamline our workflow and improve efficiency.