Customer Credit Limits available via API
Xero has finally released a "Credit Limit" facility for Customer accounts. Please can you make this available through the API?.
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Andy P commented
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?
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Joe Mc Daid commented
This is critical to our business. We are unable to transfer credit limits. Very Simple feature.
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Tom Dutton commented
Please advise when this is getting sorted - major oversight not to have this.
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Ria commented
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?
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lizzie commented
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.
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Reg Jackson commented
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?
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Craig McKee commented
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
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John Burke commented
This is a critical component to any business, being able to see credit limits via our erp software is critical
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Joe Hunter commented
Can we get an update from Xero on this. Its critical to our business that we have this functionality
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Joe Hunter commented
Amazing this is not a facility!!! Swinging more and more to the thought of switching to sage
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Pete commented
Basic Function why so difficult
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Rich Dale commented
This is a no brainer to enable our customers to manage their credit effectively without sales people pestering accounts for credit limit info
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Jason commented
If the credit limit is not available on the contacts endpoint, then where _can_ we retrieve it?
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Martin Reed commented
Linking credit limit through the API seems a no brainer, not sure why you wouldn't just get it done
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Chris Grunwell commented
Would really like to be able to read a Contact's credit limit via the API for our custom Dynamics ERP!!
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John Moseley commented
It is frustrating that this has not been resolved in over two years. Our company is looking at using Prospect and this issue is preventing us adopting a key platform.
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Rob Newton commented
It is difficult to believe that after all the requests for proper credit management that Xero has not provided.
Does Xero understand its clients? Manufacturers use ERP for front line sales. We need to know what clients have in balance on credit limit and on order BEFORE entering an order otherwise the limit will be exceeded and we are at risk of invoicing a client out of limit AND if we hold the client might cancel an order underway .Get with the program Xero - MYOB can do this, why can't you?
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Mark Mason commented
Is here any progress on this?
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Anonymous commented
Come on Xero, get this sorted.
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Kevin commented
Let me be the first in 2023 to beg for this field. If you (XERO) release the ability for us to obtain this field via API, we (the community) will no longer visit this page. In addition, we will stop calling you Xero - you will then be called - ONE.