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Partner Statement

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Beta License: AGPL-3 OCA/account-financial-reporting Translate me on Weblate Try me on Runbot

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This module extends the functionality of Invoicing to support the printing of customer and vendor statements. +There are two types of statements, Activity and Outstanding. Aging details can be shown in the reports, expressed in aging buckets, +so the customer or vendor can review how much is open, due or overdue.

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The activity statement provides details of all activity on the partner receivables or payables +between two selected dates. This includes all invoices, refunds and payments. +Any outstanding balance dated prior to the chosen statement period will appear +as a forward balance at the top of the statement. The list is displayed in chronological +order and is split by currencies.

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The outstanding statement provides details of all outstanding partner receivables or payables +up to a particular date. This includes all unpaid invoices, unclaimed refunds and +outstanding payments. The list is displayed in chronological order and is split by currencies.

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Table of contents

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Configuration

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Users willing to access to this report should have proper Accounting & Finance rights:

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  1. Go to Settings / Users and edit your user to add the corresponding access rights as follows.
    2. +
  2. In Application / Accounting & Finance, select Billing or Billing Manager
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To configure this module, you need to:

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  1. Go to Configuration / Settings
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  2. Under the Followup Section of Accounting option select either or both of OCA Activity or Outstanding Statement
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  3. Once selected, you may set default options for the reports.
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  4. Click Save
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Removing the wizard from menus follows the same process.

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Usage

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To use this module, you need to:

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  1. Go to a list of Partners, Contacts, Customer or Vendors and select one or more.
    2. +
  2. Press ‘Action > Partner Activity Statement’ or ‘Action > Partner Outstanding Statement’ respectively.
    3. +
  3. Indicate if you want to display receivables or payables, and if you want to display aging buckets and the aging type.
    4. +
  4. Optionally complete advanced options such as filtering non due or negative balance partners.
    5. +
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Known issues / Roadmap

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Changelog

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12.0.1.0.0 (2018-11-08)

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  • [BREAKING] Modules customer_activity_statement and customer_outstanding_statement merged to create partner_statement.
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  • [ADD] New features. +* Age by months or days +* Filter negative balances
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Bug Tracker

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Bugs are tracked on GitHub Issues. +In case of trouble, please check there if your issue has already been reported. +If you spotted it first, help us smashing it by providing a detailed and welcomed +feedback.

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Do not contact contributors directly about support or help with technical issues.

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Credits

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Authors

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  • Eficent
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Contributors

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Maintainers

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This module is maintained by the OCA.

+Odoo Community Association +

OCA, or the Odoo Community Association, is a nonprofit organization whose +mission is to support the collaborative development of Odoo features and +promote its widespread use.

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This module is part of the OCA/account-financial-reporting project on GitHub.

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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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