Account Credit Limit

Get total credit, total debit, balance of each account.

Set credit limits for accounts.

Cybrosys Technologies

Major 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.

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.

Account List/Tree view

Install the module and open chart of Accounts.

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

Account Form view

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.

Warning

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

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