$ 21.13
| Required Apps |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) • Website (website) |
| Technical Name |
account_statement
|
| License | OPL-1 |
| Also available in version | 17.0 15.0 |
Introduction
The Customer/Supplier Statement of Account Reports module for Odoo provides businesses with a robust solution to generate detailed account statements for both customers and suppliers. This module enables the creation of comprehensive reports in PDF and Excel formats, facilitating transparent financial communication and efficient reconciliation processes. By integrating seamlessly with Odoo's existing accounting infrastructure, it enhances overall financial reporting capabilities, ensuring that businesses maintain accurate and up-to-date records of all transactions.
Key Features
Generate customer and supplier account statements in PDF and Excel formats.
Filter statements by date range, account, and partner.
Customize the layout and content of statements to meet business requirements.
Automate the generation of statements on a scheduled basis.
Integrate with Odoo's accounting modules for seamless data synchronization.
Provide access to statements through customer and supplier portals.
Send statements directly via email to customers and suppliers.
Track and manage statement history for auditing purposes.
Support multi-currency transactions and conversions.
Ensure compliance with accounting standards and regulations.
Benefits
Enhances transparency in financial communications with customers and suppliers.
Streamlines reconciliation processes by providing clear and detailed statements.
Reduces administrative workload through automated statement generation.
Improves cash flow management with timely and accurate financial information.
Strengthens business relationships through professional and consistent reporting.
Facilitates compliance with financial regulations and auditing requirements.
Offers flexibility in report formatting to suit various business needs.
Integrates seamlessly with existing Odoo accounting modules for efficient data management.
Provides secure access to statements via customer and supplier portals.
Supports multi-currency transactions for global business operations.
Compatibility & Technical Details
Required Modules: Invoicing (account), Discuss (mail), Sales (sale_management), Website (website)
License: Odoo Proprietary License v1.0
Technical Name: account_statement
Installation Steps:
Download the module from the Odoo Apps Store.
Install the module via the Odoo interface.
Configure the module settings to align with business requirements.
Generate account statements through the Odoo interface.
Distribute statements to customers and suppliers as needed.
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.