Xero have responded after five years? (and marked as not planned?)

Credit limits are important for every businesses, why on earth wouldn't this be planned and why on earth does it take five years to respond to the top rated suggestion?

Honestly Xero, WTF? Please make this available via API.

This is a critical part of any financial system and accounts management? Credit limits are set for a reason and to not be able to programatically check a limit makes no sense - having used other accounting systems this is pretty much standard. Its not a big change. Given the number of comments does this not merit a rethink please ? This definitely needs focus - credit limit, available amt as a minimum please.

Hi Team,

I wanted to highlight an important point — having access to the customer's credit balance via the API would be extremely valuable for us. We utilize these credits in various scenarios, and being able to fetch this data directly would streamline our processes significantly.

I understand this might seem like a small change from our side, but even minor additions can have a big impact on how the API is used and integrated.

Thank you for understanding and considering this request. Looking forward to your thoughts.

https://xero.uservoice.com/forums/5528-accounting-api/suggestions/49796675-add-customer-sales-defaults-and-finical-details-on

same request, go vote :)

PLEASE PLEASE PLEASE, will add huge value to your customers

"Not planned" is not a great response.

Looking at moving to SAGE as this is critical to my business

Please add this field as its a critical piece of data we need update from our system

Wasted so much time looking for an API call to an obvious, required feature. Four years and still no movement on this?

You're really going to make some poor soul have to login and manually enter each client credit limit and updates?

This is critical to our business. We are unable to transfer credit limits. Very Simple feature.

Please advise when this is getting sorted - major oversight not to have this.

Xero - please comment, i have heard conflicting advice and need to hear from you directly - is the credit limit being worked on so it will filter through to connected software?

The fact that this has been an ongoing problem for 3+ years is not good enough. In todays climate it is integrally important that all staff have transparency when dealing with customers and reviewing approved credit limits. I have been told by our operational software development that they are unable to provide me with assistance on credit limits as this is typically sourced from accounting software and Xero is one of the only software providers that haven't developed the API for it. They have noted this is currently impacting 160 customers. As this is crucial information from an operational point of view I now have upper management requesting an investigation to see if a different accounting software would be better suited for our business. We use point of rental for our sales/operations to manage hire contracts. We used have the ability to transfer information relating to credit limits via the "Skype Number". That field has been removed from Xero, Xero have actually included a field for "credit limits" to be populated however this information cant currently be used and is basically redundant. Its not efficient business practise for sales teams to reach out to the accounts team before engaging in every sale to ensure that customers have appropriate credit limits in place.

Clearly, a lot of people would like to be able to see a contact's Credit Limit being accessible through the GetContact endpoint. I can't see why this hasn't been done? If there's a valid reason for not showing it, please (Xero) tell everyone, otherwise why is an apparently trivial change request being ignored?

We are looking to switch to XERO, but our ERP system pulls credit limit from our finance package, this is a huge issue, and one that should be very easy to fix. We just need a GET function for read only

This is a critical component to any business, being able to see credit limits via our erp software is critical

Can we get an update from Xero on this. Its critical to our business that we have this functionality

Amazing this is not a facility!!! Swinging more and more to the thought of switching to sage

Basic Function why so difficult

This is a no brainer to enable our customers to manage their credit effectively without sales people pestering accounts for credit limit info