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  1. Contact - Supplier Account Credit Limits

    212 votes

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    117 comments  ·  Contacts & documents » 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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    Martina Verescakova commented  · 

    I have various credit limits set up with my suppliers and they do change. It would be nice to have them always up-to-date in XERO.

    Martina Verescakova supported this idea  · 

  2. Contacts - Option to put a Stop/Credit Hold on customer accounts

    67 votes

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    submitted  ·  33 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Martina Verescakova commented  · 

    Can XERO prevent us raising a new quote? Raising a new sales invoice it is already too late.

    Martina Verescakova supported this idea  · 

  3. Contacts - Different default email addresses for different transactions in Xero

    807 votes

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    309 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.

    Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.

    While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.

    Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on. 

    We do regularly review all ideas here, and your input is vital. We'll…

    Martina Verescakova supported this idea  ·