Skip to Content

Aged Receivable Report per salesperson

by

28.12

16.0 0
Live Preview
Required Apps Accounting (account_accountant)
Invoicing (account)
Discuss (mail)
Technical Name ctx_aged_receivable_salesperson
License OPL-1
You bought this module and need support ? Click here!
Technical Name ctx_aged_receivable_salesperson
License OPL-1

Introduction

This all-in-one module enhances accounting visibility by enabling salesperson-based filtering and column display in aged receivable reports. Empower finance teams and account managers to quickly analyze outstanding invoices by assigned salesperson, improving accountability and streamlining follow-up processes.

Key Features

  • Adds salesperson as a filter option in aged receivable reports

  • Displays a salesperson column within the aged receivable report for easy reference

  • Enables targeted financial reporting based on sales ownership

  • Supports better follow-up workflows in collections and account management

Benefits

  • Increases clarity by associating aged receivables to responsible salespeople

  • Boosts efficiency in collections with focused salesperson-specific reports

  • Enhances accountability across sales and finance teams

  • Accelerates actions on overdue payments through targeted visibility

Compatibility & Technical Details

  • Required Modules: Accounting (invoicing and reporting framework), Sales functionality to track salespeople

  • Technical Name: ctx_aged_receivable_salesperson

  • License: Proprietary (OPL-1)

  • Installation Steps:

    1. Add the module into your add-ons directory.

    2. Install it via the Apps interface following standard workflow.

    3. Navigate to the aged receivable report—enable the salesperson filter and display column as needed to view aged data by salesperson.

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.