General improvements credit limit management/control

Ideas & feature requests
1

Credit management should be a core, visible, and actionable part of the system, not something dependent on custom setups.

1. Dashboard visibility & reporting

There is currently no clear, standardised overview of overdue positions on the main dashboard. This should be available by default and directly usable for daily commercial steering.

Feature request:

  • Total overdue accounts, including:

    • Visibility by account owner (sales responsibility)

    • Ability to convert overdue accounts into tasks for follow-up

  • Total overdue balances, with clear reporting visibility

2. Credit block with controlled override

  • Maintain automatic credit blocking when limits are exceeded or invoices are overdue

  • Add a senior management override functionality

  • Require reason logging for each override (e.g. dispute, payment in progress, strategic decision)

  • Ensure full visibility and audit trail of overrides

Why this matters:

Credit control is fundamental to cash flow and risk management. It needs to be directly actionable for both sales and finance, and embedded in daily workflows — not reliant on manual tracking or workarounds.

2 Likes
2

There doesn’t appear to be a History/Notes feature to track changes to credit limits, this would be a good first fix in my opinion.

1 Like