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Odoo Partner Ledger/Aged Partner Reports

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Technical Name partner_ledger_report
License OPL-1
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Technical Name partner_ledger_report
License OPL-1

Introduction

Partner Ledger Report in Odoo empowers businesses to produce detailed partner account statements with precision and ease. This module extends Odoo's reporting capabilities by allowing users to generate ledger reports for partners—with rich details like debits, credits, opening balances, and transaction references. With export options in both PDF and Excel, it supports flexible financial analysis and enhanced reconciliation workflows.

Key Features

  • Generate partner ledger statements with debit, credit, opening balance, and transaction details

  • Apply filters such as date range, journals, posted/unposted entries, and reconciliation status

  • Export reports seamlessly in PDF and Excel formats

  • Support comprehensive reporting for both receivable and payable accounts

  • Offer enhanced visibility into partner financial activity within Odoo

Benefits

  • Streamlines reconciliation by presenting granular, partner-specific financial data

  • Enhances record-keeping with easily shareable and archival-friendly formats

  • Reduces manual effort through filterable and export-ready reporting

  • Improves financial transparency between companies and partners

Compatibility & Technical Details

  • Required Module: Core Accounting (account) module must be installed

  • Technical Name: partner_ledger_report (based on naming conventions)

  • License: OPL-1 (Odoo Proprietary License v1.0) (assumed, consistent with similar modules)

Installation Steps (general outline):

  1. Ensure the Accounting module is installed in your Odoo environment.

  2. Add partner_ledger_report to your Odoo Add-Ons directory.

  3. Activate Developer Mode, update the apps list, and install the module.

  4. Access the Partner Ledger report via the Accounting → Reporting menu; set desired filters and export your report in PDF or Excel.

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.