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Xero - Credit Stop/Hold Function and User Permissions

16 Comments

A
Anonymous
7 years ago

Wish we had known about this fundamental basic accounting requirement before we signed up for Xero and now totally shocked to see how long this topic has been discussed on the forums without any solution.

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Reena Singh
7 years ago

This function is a must in any finance system

H
Howard
8 years ago

An absolute necessity for Xero as is required by virtually all businesses - come on Xero!

A
Andy
8 years ago

It’s long overdue, come on Xero do something about this!

C
Craig O'N
8 years ago

Agreed. Long overdue

D
David Cole
9 years ago

Need this urgently

N
Nicole
9 years ago

A necessity for business.

R
Rona Williams
9 years ago

You really need to get it sorted. Credit stop/hold is an essential business tool.

D
drita
9 years ago

I agree so need this

J
Jacqui
9 years ago

It is incredibly frustrating that this feature remain elusive for Xero users. That I need to make lists for manual checking before invoicing/sending a customer is not at all efficient. Please get this basic credit control system into Xero - ASAP!!

H
Heide Hackworth
9 years ago

This should be a basic feature of any accounting software and has caused us a lot of headaches having to keep manual checks on customers before invoicing. Please listen to your customers Xero!!

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Lisa Dale
9 years ago

Only just started using zero and having credit limits is vital to our business and standard in most accounting software. I am really dissapointed to see that this hasnt been actioned after such a long time !

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Anna Ferrante
9 years ago

fully agree. i can write "on hold" against customer name but invoices can still be issued.

J
Jean-Francois Meli
9 years ago Featured

So many payment issues have arisen because we are unable to block a salesman to invoice a customer on hold.

K
Kaz Toohey
9 years ago

I agree completely. This package has the potential to be really useful but the levels of access are very limited and are basically and an 'all or nothing' situation. Credit Stop/Hold is vital and is an important tool to prevent business from incurring bad, unrecoverable debts. Please listen Xero!

P
Pam Beecham
9 years ago Featured

Both issues are VITAL to business to both protect the business from bad debts and allow business owners privacy around sensitive areas of their business information ie bank balances and Profit and Loss reporting. Presently permissions allow almost all User Permission levels to see this informatio.