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Required Apps Invoicing (account)
Discuss (mail)
Technical Name partner_ledger_folded
License OPL-1
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Technical Name partner_ledger_folded
License OPL-1

Introduction

The Partner Ledger Folded module for Odoo introduces a powerful visual control into accounting reports by allowing partner ledger lines to be folded or unfolded in exported reports. Instead of cluttering the view with every journal entry, this module compresses the layout into a more readable form by default. For users needing details, entries can be expanded selectively. This cleaner, more manageable format improves readability of partner ledger exports especially when dealing with large transaction volumes.

Key Features

  • Folded view support in Partner Ledger exports to PDF and XLSX — collapses detailed journal lines by default

  • “Base” and “Fold” buttons in export menu to switch between full and folded/unfolded formats

  • Integrated directly in accounting export workflows, no additional configuration needed

  • Clean, professional report layouts suitable for audits, client delivery, and large datasets

Benefits

  • Produces more readable, simplified reports by hiding transaction details until needed

  • Reduces information overload for accountants and external reviewers

  • Improves export performance and layout clarity in large ledgers

  • Lets users selectively expand only the partitions they want to inspect

  • Maintains standard accounting workflows without requiring extra setup

Compatibility & Technical Details

  • Technical Name: partner_ledger_folded

  • Required Modules:

    • Accounting / Invoicing (account, account_accountant)

    • Discuss / Mail (mail) for integration into Odoo reports

  • License: Odoo Proprietary License (OPL-1)

  • Installation Steps:

    1. Ensure you have the core accounting and mail modules installed.

    2. Install the Partner Ledger Folded module.

    3. Access the Partner Ledger report under Accounting → Reporting → Partner Ledger.

    4. Use the new Base PDF/XLSX or Fold PDF/XLSX buttons to export ledger in unfolded or folded formats.

    5. In the folded export, journal lines are hidden until the user expands them.

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.