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  1. =========================
  2. Account Financial Reports
  3. =========================
  4. .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  5. !! This file is generated by oca-gen-addon-readme !!
  6. !! changes will be overwritten. !!
  7. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  8. .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
  9. :target: https://odoo-community.org/page/development-status
  10. :alt: Beta
  11. .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
  12. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  13. :alt: License: AGPL-3
  14. .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github
  15. :target: https://github.com/OCA/account-financial-reporting/tree/13.0/account_financial_report
  16. :alt: OCA/account-financial-reporting
  17. .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
  18. :target: https://translation.odoo-community.org/projects/account-financial-reporting-13-0/account-financial-reporting-13-0-account_financial_report
  19. :alt: Translate me on Weblate
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  23. |badge1| |badge2| |badge3| |badge4| |badge5|
  24. This module adds a set of financial reports. They are accessible under
  25. Invoicing / Reporting / OCA accounting reports.
  26. - General ledger
  27. - Trial Balance
  28. - Open Items
  29. - Aged Partner Balance
  30. - VAT Report
  31. - Journal Ledger
  32. Currently General ledger, Trial Balance and Open Items are fully compatible with a foreign
  33. currency set up in account in order to display balances. Moreover, any foreign
  34. currency used in account move lines is properly shown.
  35. In case that in an account has not been configured a second currency foreign
  36. currency balances are not available.
  37. **Table of contents**
  38. .. contents::
  39. :local:
  40. Known issues / Roadmap
  41. ======================
  42. * 'VAT Report' is valid only for cases where it's met that for each
  43. Tax defined: all the "Account tags" of all the
  44. 'Repartition for Invoices' or 'Repartition for Credit Notes'
  45. are different.
  46. Changelog
  47. =========
  48. 11.0.2.5.0 (2019-04-26)
  49. ~~~~~~~~~~~~~~~~~~~~~~~
  50. * In the Trial Balance you have an option to hide parent hierarchy levels
  51. 11.0.2.4.1 (2019-01-08)
  52. ~~~~~~~~~~~~~~~~~~~~~~~
  53. * Handle better multicompany behaviour
  54. * Improve how title appears in the reports
  55. * Improve performance in General Ledger
  56. 11.0.2.3.1 (2018-11-29)
  57. ~~~~~~~~~~~~~~~~~~~~~~~
  58. * In the Trial Balance you can apply a filter by hierarchy levels
  59. * In the General Ledger you can apply a filter by Analytic Tag
  60. * In the Journal Ledger the field 'Journal' is now optional
  61. Bug Tracker
  62. ===========
  63. Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
  64. In case of trouble, please check there if your issue has already been reported.
  65. If you spotted it first, help us smashing it by providing a detailed and welcomed
  66. `feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_financial_report%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  67. Do not contact contributors directly about support or help with technical issues.
  68. Credits
  69. =======
  70. Authors
  71. ~~~~~~~
  72. * Camptocamp SA
  73. * initOS GmbH
  74. * redCOR AG
  75. * ForgeFlow
  76. Contributors
  77. ~~~~~~~~~~~~
  78. * Jordi Ballester <jordi.ballester@forgeflow.com>
  79. * Yannick Vaucher <yannick.vaucher@camptocamp.com>
  80. * Simone Orsi <simone.orsi@abstract.com>
  81. * Leonardo Pistone <leonardo.pistone@camptocamp.com>
  82. * Damien Crier <damien.crier@camptocamp.com>
  83. * Andrea Stirpe <a.stirpe@onestein.nl>
  84. * Thomas Rehn <thomas.rehn@initos.com>
  85. * Andrea Gallina <4everamd@gmail.com>
  86. * Robert Rottermann <robert@redcor.ch>
  87. * Ciro Urselli <c.urselli@apuliasoftware.it>
  88. * Francesco Apruzzese <opencode@e-ware.org>
  89. * Lorenzo Battistini <https://github.com/eLBati>
  90. * Julien Coux <julien.coux@camptocamp.com>
  91. * Akim Juillerat <akim.juillerat@camptocamp.com>
  92. * Alexis de Lattre <alexis@via.ecp.fr>
  93. * Mihai Fekete <feketemihai@gmail.com>
  94. * Miquel Raïch <miquel.raich@forgeflow.com>
  95. * Joan Sisquella <joan.sisquella@forgeflow.com>
  96. * `Tecnativa <https://www.tecnativa.com>`__:
  97. * Pedro M. Baeza
  98. * Sergio Teruel
  99. * Ernesto Tejeda
  100. Much of the work in this module was done at a sprint in Sorrento, Italy in
  101. April 2016.
  102. Maintainers
  103. ~~~~~~~~~~~
  104. This module is maintained by the OCA.
  105. .. image:: https://odoo-community.org/logo.png
  106. :alt: Odoo Community Association
  107. :target: https://odoo-community.org
  108. OCA, or the Odoo Community Association, is a nonprofit organization whose
  109. mission is to support the collaborative development of Odoo features and
  110. promote its widespread use.
  111. This module is part of the `OCA/account-financial-reporting <https://github.com/OCA/account-financial-reporting/tree/13.0/account_financial_report>`_ project on GitHub.
  112. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.