account-financial-reporting

History

oca-travis 813de51795 [UPD] Update customer_activity_statement.pot		6 years ago
..
i18n	[UPD] Update customer_activity_statement.pot	6 years ago
report	[FIX] Workaround to obtain max_date in account_partial_reconcile	7 years ago
static/description	[MIG] customer_activity_statement: Migration to 10.0	8 years ago
tests	[MIG] customer_activity_statement: Migration to 10.0	8 years ago
views	[FIX] Consider reconciled_date and fix aging report	7 years ago
wizard	[FIX] Consider reconciled_date and fix aging report	7 years ago
README.rst	[MIG] customer_activity_statement: Migration to 10.0	8 years ago
__init__.py	Customer Activity Statement	8 years ago
__manifest__.py	[FIX] Consider reconciled_date and fix aging report	7 years ago

README.rst

.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
   :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
   :alt: License: AGPL-3

=================================
Print Customer Activity Statement
=================================

The activity statement provides details of all activity on the customer receivables
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.

Aging details can be shown in the report, expressed in aging buckets (30 days
due, ...), so the customer can review how much is open, due or overdue.

Configuration
=============

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

#. Go to *Settings / Users* and edit your user to add the corresponding access rights as follows.
#. In *Application / Accounting & Finance*, select *Accountant* or *Adviser* options.

Usage
=====

To use this module, you need to:

#. Go to Customers and select one or more
#. Press 'Action > Customer Activity Statement'
#. Indicate if you want to display aging buckets


.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
   :alt: Try me on Runbot
   :target: https://runbot.odoo-community.org/runbot/91/10.0

Bug Tracker
===========

Bugs are tracked on `GitHub Issues
<https://github.com/OCA/account-financial-reporting/issues>`_. In case of trouble,
please check there if your issue has already been reported. If you spotted it
first, help us smash it by providing detailed and welcomed feedback.

Credits
=======

Images
------

* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.

Contributors
------------

* Miquel Raïch <miquel.raich@eficent.com>

Maintainer
----------

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

This module is maintained by the OCA.

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.

To contribute to this module, please visit https://odoo-community.org.