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Odoo 16 Financial Reports - PDF, Excel

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Required Apps Invoicing (account)
Discuss (mail)
Community Apps Dependencies om_account_book_excel
accounting_excel_reports
accounting_pdf_reports
om_account_daily_reports
Technical Name om_accounting_reports
License OPL-1
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Technical Name om_accounting_reports
License OPL-1

Introduction

The Odoo Accounting Financial Reports module is a vital tool for businesses using the Odoo Community Edition, providing a full suite of financial reporting capabilities typically found in enterprise-level systems. This module bridges the gap by offering a comprehensive set of dynamic and detailed accounting reports, including the Balance Sheet, Profit and Loss statement, General Ledger, and more. It empowers businesses to gain deep insights into their financial performance, ensure compliance, and make data-driven decisions without needing to upgrade their Odoo license.

Key Features

  • Generate a detailed Balance Sheet to get a clear snapshot of your company's financial position.

  • Create Profit and Loss reports to analyze revenue, costs, and profitability over specific periods.

  • Access a full General Ledger for an in-depth review of all account transactions.

  • Produce a Trial Balance to verify the mathematical accuracy of your bookkeeping.

  • Generate Aged Partner Balance reports to manage and track outstanding receivables and payables.

  • Create comprehensive Tax Reports and Journal Audit statements for compliance and review.

  • Filter all reports by various criteria, including date ranges, accounts, and partners.

  • Supports both PDF and Excel formats for flexible analysis and distribution.

Benefits

  • Enables enterprise-level financial reporting within the Odoo Community Edition.

  • Provides a complete and accurate overview of your company's financial health.

  • Improves financial analysis and strategic decision-making capabilities.

  • Streamlines auditing and tax compliance processes with detailed, easy-to-generate reports.

  • Enhances operational efficiency by centralizing all essential financial statements.

  • Offers greater flexibility with options to export reports in both PDF and Excel formats.

  • Empowers finance teams with the tools needed for thorough financial management.

Compatibility & Technical Details

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

  • License: LGPL-3

  • Technical Name: om_accounting_reports

  • Installation:

    1. After downloading the module, place the module folder in your Odoo addons path.

    2. In Odoo, activate developer mode and navigate to the Apps menu.

    3. Click on 'Update Modules List' to make the new module available.

    4. Search for the "Odoo Accounting Financial Reports" module in the list 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.