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.
lizzie
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.