You can not select more than 25 topics Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.

81 lines
2.7 KiB

  1. .. image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
  2. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  3. :alt: License: AGPL-3
  4. =================================
  5. Print Partner Activity Statement
  6. =================================
  7. The activity statement provides details of all activity on the partner receivables or payables
  8. between two selected dates. This includes all invoices, refunds and payments.
  9. Any outstanding balance dated prior to the chosen statement period will appear
  10. as a forward balance at the top of the statement. The list is displayed in chronological
  11. order and is split by currencies.
  12. Aging details can be shown in the report, expressed in aging buckets (30 days
  13. due, ...), so the customer or vendor can review how much is open, due or overdue.
  14. Configuration
  15. =============
  16. Users willing to access to this report should have proper Accounting & Finance rights:
  17. #. Go to *Settings / Users* and edit your user to add the corresponding access rights as follows.
  18. #. In *Application / Accounting & Finance*, select *Billing* or *Billing Manager*
  19. #. In *Technical Settings* mark *Show Full Accounting Features* options.
  20. Usage
  21. =====
  22. To use this module, you need to:
  23. #. Go to Invoicing > Sales > Master Data > Customers or Invoicing > Purchases > Master Data > Vendors and select one or more
  24. #. Press 'Action > Partner Activity Statement'
  25. #. Indicate if you want to display receivables or payables, and if you want to display aging buckets
  26. .. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
  27. :alt: Try me on Runbot
  28. :target: https://runbot.odoo-community.org/runbot/91/11.0
  29. Roadmap
  30. =======
  31. * In v12, the module should be renamed to `Partner Activity Statement`.
  32. Maybe merge this module with the `Partner Outstanding Statement` module.
  33. Bug Tracker
  34. ===========
  35. Bugs are tracked on `GitHub Issues
  36. <https://github.com/OCA/account-financial-reporting/issues>`_. In case of trouble,
  37. please check there if your issue has already been reported. If you spotted it
  38. first, help us smash it by providing detailed and welcomed feedback.
  39. Credits
  40. =======
  41. Images
  42. ------
  43. * Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.png>`_.
  44. Contributors
  45. ------------
  46. * Miquel Raïch <miquel.raich@eficent.com>
  47. Maintainer
  48. ----------
  49. .. image:: https://odoo-community.org/logo.png
  50. :alt: Odoo Community Association
  51. :target: https://odoo-community.org
  52. This module is maintained by the OCA.
  53. OCA, or the Odoo Community Association, is a nonprofit organization whose
  54. mission is to support the collaborative development of Odoo features and
  55. promote its widespread use.
  56. To contribute to this module, please visit https://odoo-community.org.