account-financial-reporting

History

Pedro M. Baeza e89478f012 [IMP] account_tax_balance: Change tests to post instal and protect again freezes		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_outstanding_statement: Migration to 11.0	7 years ago
tests	[MIG] customer_outstanding_statement: Migration to 11.0	7 years ago
views	[FIX] Consider reconciled_date and fix aging report	7 years ago
wizard	[MIG] customer_outstanding_statement: Migration to 11.0	7 years ago
README.rst	[MIG] customer_outstanding_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_outstanding_statement: Migration to 11.0	7 years ago

README.rst

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

====================================
Print Customer Outstanding Statement
====================================

The outstanding statement provides details of all outstanding customer receivables
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.

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 Outstanding 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

Roadmap
=======

Have an action that prints specific report for all partners that have due amounts,
at a specific date.

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.