Financial Situation
€100.00
Tax included
Financial Situation centralizes, per customer, the authorized credit limit and the actual outstanding balance. The list flags overruns (visual alert), lets you update credit limits inline or in bulk, offers search and pagination, and applies a configurable tolerance (up to 10% of the limit, capped). A simple tool to manage credit risk, collections, and credit decisions.
Financial Situation centralizes, per customer, the authorized credit limit and the actual outstanding balance. The list flags overruns (visual alert), lets you update credit limits inline or in bulk, offers search and pagination, and applies a configurable tolerance (up to 10% of the limit, capped). A simple tool to manage credit risk, collections, and credit decisions.
Module Description
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Purpose: provide a single view of customer outstandings, control limits, detect overruns, and adjust limits quickly.
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Features:
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Customer list with Limit (editable) and Actual balance (outstanding);
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Visual alert when Actual balance > Limit;
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Bulk action “Edit authorized credit limit” on selected rows;
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Search and pagination for large datasets.
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Tolerance: automatic margin = min(10% × limit, configured maximum value) to avoid false-positive overruns.
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Configuration: dedicated screen to set the maximum tolerance value (e.g., 5,000).
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Use cases: daily credit control, prioritizing collections, revising credit limits in bulk or case by case according to risk policy.
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Permissions & security: read access for Sales/Order Administration; editing limits restricted to Finance/Admin roles.
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Compatibility: tested on Dolibarr v22; relies on customer data and Dolibarr’s outstanding calculation.
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Best practices: define a clear tolerance policy, periodically review sensitive accounts, and log any credit-limit changes.
If you order our module you benefit from:
- free installation and configuration assistance
- free help in case of bug or module malfunction
- the addition of new functionalities or options specifically adapted to your needs.
- free installation and configuration assistance
- free help in case of bug or module malfunction
- the addition of new functionalities or options specifically adapted to your needs.
Captures
PROD-893
Sonia Carrel
Très bon module pour suivre la situation financière en temps réel.
Álvaro Nieto
Excelente módulo para controlar la situación económica.
Mathieu Rollin
Outil indispensable pour piloter la santé financière de l’entreprise. La synthèse est lisible, fiable et parfaitement intégrée à Dolibarr. Nous l’utilisons quotidiennement.
Emily Watson
Very useful financial overview module. Simple and efficient.
Nina Becker
Sehr übersichtlich und hilfreich für das Finanzcontrolling.
Chiara Venturi
Ottimo strumento per il controllo finanziario.
Miguel Álvarez
El módulo Situación financieras ofrece una visión clara de la salud financiera de la empresa. Es muy útil para el control y la toma de decisiones.
Claudia Serrano
Herramienta muy práctica para el seguimiento financiero.
Sebastian Arnold
Dieses Modul bietet eine sehr gute Übersicht über die finanzielle Situation des Unternehmens. Alle wichtigen Kennzahlen sind klar dargestellt und leicht verständlich.
Jonathan
Situation Financières gives a clear and structured overview of the company’s financial status. It helps management understand cash flow and balances instantly.
Frédéric Lemoine
Le module Situation financières apporte une vision globale et très claire de la trésorerie et des équilibres financiers. Les indicateurs sont bien présentés et permettent de prendre des décisions rapides sans passer par des tableaux Excel complexes.
Jean-François Collard
Module très pertinent pour analyser rapidement la situation financière. Il apporte une vraie valeur ajoutée au pilotage de l’entreprise.
Roberto Mancuso
Modulo molto utile per avere una visione completa della situazione finanziaria. Le informazioni sono chiare e ben organizzate.
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