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  1. Reporting - Credit limit and Customer Activity report in one

    3 votes

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    1 comment  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know that a single report showing sales activity and the customer credit limit would be something that you would like to see developed in Xero.

    We've opened this up to the wider community and now it's up to them to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! Along with votes, other members can share additional detail about how your idea could improve their experience with Xero.

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    Chandra Rao Sahib commented  · 

    Would be great to have an option to show all customers even those with zero outstanding balances in the Aged Receivables report. This is very useful when checking/maintaining the credit limits, especially when these limits are insured so we can get an idea of who is currently insured. Obviously those archived would not show up.

    Chandra Rao Sahib supported this idea  ·