$ 21.85
| Required Apps |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
bi_partner_ledger_report
|
| License | OPL-1 |
| Also available in version | 17.0 16.0 |
bi-partner-ledger-report
Odoo Partner Ledger & Aged Partner Reports (PDF/Excel)
Generate detailed Partner Ledger and Aged Partner Balance reports in both PDF and Excel formats. This module provides advanced filtering options for in-depth financial analysis.
Odoo, Partner Ledger, Aged Partner Balance, Accounting Reports, Financial Reports, Odoo Accounting, BI Reporting, PDF Reports, Excel Reports
Introduction
The BI Partner Ledger Report module for Odoo is a comprehensive financial reporting tool that enhances the standard accounting capabilities of the platform. This module allows you to generate both Partner Ledger and Aged Partner Balance reports in either PDF or Excel format, providing you with the flexibility to analyze and share your financial data as needed. With a wide range of filtering options, including date ranges, journals, and account types, you can create highly specific and customized reports to gain deeper insights into your partner-related financial transactions.
Key Features
Generate detailed Partner Ledger and Aged Partner Balance reports for a complete financial overview.
Export reports in both PDF and Excel (XLSX) formats for easy sharing and analysis.
Utilize a variety of filters, including date range, journals, account types (receivable/payable), and reconciliation status.
Include or exclude initial balances in your reports for more accurate period-specific analysis.
Drill down into the details of your reports to view individual journal entries and source documents.
Group and filter reports by specific partners or partner tags for targeted analysis.
Supports multi-journal and multi-company environments for comprehensive financial reporting.
Benefits
Gain a clearer and more detailed understanding of your partner-related financial transactions.
Improve your financial analysis and decision-making with customizable and in-depth reports.
Save time and effort by generating professional-looking reports in your preferred format.
Enhance your auditing and reconciliation processes with detailed and easily accessible data.
Increase transparency and accountability in your financial management.
Provide more accurate and detailed financial information to stakeholders.
Streamline your financial reporting workflows with a user-friendly and intuitive interface.
Compatibility & Technical Details
Required Modules: Invoicing (account), Discuss (mail)
License: OPL-1
Technical Name: bi_partner_ledger_report
Installation Steps:
Place the module folder into your Odoo addons directory.
Restart the Odoo server.
Navigate to the 'Apps' menu in your Odoo instance.
Click on 'Update Apps List'.
Search for the 'BI Partner Ledger Report' module and click 'Install'.
The new reporting options will be available under the 'Invoicing' or 'Accounting' menu.
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.