account-financial-reporting

History

Fekete Mihai dde8be4e47 Update links in report, add account group file, update trial balance with hierarchy. Update indentation, remove empty lines from header. Update test. Update pylint. Remove company_id on computing accounts, since account.group is not a company based model, filtering accounts is done on trial balance report. Update account variables. Improve condition in padding on accounts. Add option to print hierarchy based on defined accounts/computed accounts. Add VAT report, hierarchy from tax tags ans taxes. Fix pylint, xlsx report generation header. Update code to select code_prefix or name. Update code to select code_prefix or name. Update code to select code_prefix or name. Fix domain in base amounts in vat report. Change trial balance code_prefix or name. Update trail balance, add tests for vat report. Update pylint, amounts as monetary, many2one option on generation excels. Update pulint. Add VAT Report in readme. Add VAT Report in readme. Update array_agg. Update array_agg. Update array_agg. Add option in VAT Report to be printed on Tax Tags - Tax Groups. Add widget to hierarchy_on on trial balance.		7 years ago
..
i18n	OCA Transbot updated translations from Transifex	7 years ago
report	[FIX] Consider reconciled_date and fix aging report	7 years ago
static/description	[MIG] customer_activity_statement: Migration to 11.0	7 years ago
tests	[MIG] customer_activity_statement: Migration to 11.0	7 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 11.0	7 years ago
__init__.py	[FIX] Consider reconciled_date and fix aging report	7 years ago
__manifest__.py	[MIG] customer_activity_statement: Migration to 11.0	7 years ago

README.rst

.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
   :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 *Billing* or *Billing Manager*
#. In *Technical Setting* mark *Show Full Accounting Features* options.

Usage
=====

To use this module, you need to:

#. Go to Invoicing > Sales > Master Data > 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/91/11.0

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.png>`_.

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.