Account Credit Limit

Set credit limits for accounts

Cybrosys Technologies

Overview

Account credit limit is a handy plugin for Odoo Accounting module to set a Credit limit for each Account. The module will bring new fields total Credit, Debit and Balance in ‘ Accounts tree view ’ and ‘Account form view’. The module also produce a warning message while making journal entries which will exceed the credit limit. The features can simplify the credit evaluation process of accounts like Customers accounts, Overdraft accounts, Bank accounts etc.

Features

Know Total Debit of an account

Know Total Credit of an account

Know Balance of the account

Set the Credit limit for accounts

Stop an account exceeding the credit limit

Screenshots

You can see that a new tree view is created here which lists Debit, Credit, and Balance of the respective accounts.

The fields i.e. Debit, Credit, and Balance will be displayed in individual account form also. From here you can set the credit limit for the individual account.

The app will pop up a warning message while you make a journal entry which exceeds the credit limit.

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