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3 votes
As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you add your vote in the Xero Community forum:
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Chris Rutherfurd
supported this idea
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1 vote
As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
Chris Rutherfurd
shared this idea
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Use Case:
We have several staff members who enter invoices against customers regularly throughout the month and the vast majority of them have 30 day or 60 day account terms. We run credit checks on all of our customers which then is used to calculate what their credit limit is and we want to apply it in Xero so that it will bring up an alert if the credit limit is passed. There would need to be some form of override so that if an invoice will pass the credit limit on the account then it still gives the staff member the option to still save the new invoice but at least the staff member would know that the credit limit will be passed and can make the decision appropriately.