Settings and activity
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192 votes
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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Ria Leman
supported this idea
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125 votes
An error occurred while saving the comment Ria Leman
commented
Because in Xero you need a contact for all money spent it would be very useful if you could allocate certain contacts to "advisor users only". Money spent does not always relate to suppliers. This means that users who need access to the supplier accounts for their job role, automatically have access to financial information such as dividend payments to shareholders, wages, loans to staff, etc. which is not part of their role and is often confidential.
Ria Leman
supported this idea
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We are a manufacturing company and we deal with a lot of suppliers. There must be a way to enter a credit limit set by the supplier. This is a major flaw in Xero.