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Odoo 17 Accounting Excel Reports

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18.01

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Required Apps Invoicing (account)
Discuss (mail)
Community Apps Dependencies accounting_pdf_reports
Technical Name accounting_excel_reports
License OPL-1
Also available in version 17.0 16.0 15.0 14.0
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Technical Name accounting_excel_reports
License OPL-1
Also available in version v 17.0 v 16.0 v 15.0 v 14.0

Introduction

The Odoo Accounting Excel Reports module is an essential tool for any business that needs to perform in-depth financial analysis and reporting. While Odoo's standard reporting is robust, this module provides the added flexibility of exporting all critical accounting reports into the universally accessible Excel format. This enables your finance team to easily manipulate data, create custom charts, and perform detailed analyses that go beyond the standard PDF reports. From Balance Sheets and Profit & Loss statements to General Ledgers and Trial Balances, this module streamlines your financial reporting process, ensuring accuracy and saving valuable time.

Key Features

  • Export a comprehensive range of accounting reports to Excel (XLSX format).

  • Includes Balance Sheet, Profit & Loss, General Ledger, and Trial Balance reports.

  • Supports Aged Partner Balance, Partner Ledger, and Tax Reports.

  • Provides options to filter reports by date range, journals, and analytical accounts.

  • Enables comparison of financial data across different periods.

  • Option to include debit and credit columns for detailed analysis.

  • Generates reports for both posted and unposted entries.

  • User-friendly wizards for easy report generation and configuration.

Benefits

  • Enhanced Data Analysis: Excel format allows for easy data manipulation, pivot tables, and custom calculations.

  • Improved Reporting Flexibility: Create custom charts, graphs, and presentations from your Odoo financial data.

  • Increased Efficiency: Eliminates the need for manual data entry or conversion from PDF to Excel.

  • Better Decision Making: Gain deeper insights into your financial performance to make more informed business decisions.

  • Streamlined Audits: Easily provide auditors with financial data in a standard and editable format.

  • User-Friendly: Simple to use, allowing non-technical users to generate complex financial reports with ease.

  • Time-Saving: Quickly generate and download the reports you need in just a few clicks.

Compatibility & Technical Details

  • Required Modules: Invoicing (account), Discuss (mail)

  • Community Apps Dependencies: Odoo 17 Accounting Financial Reports

  • License: OPL-1

  • Technical Name: accounting_excel_reports

  • Installation:

    1. After purchasing the module, download the zip file.

    2. Extract the file to access the accounting_excel_reports folder.

    3. Copy the module folder into your Odoo addons directory.

    4. In your Odoo instance, activate developer mode.

    5. Go to the 'Apps' menu and update the module list.

    6. Search for the "Accounting Excel Reports" module and click 'Install'.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.