Customer Activity Statement
by Eficent https://github.com/OCA/account-financial-reporting , Odoo Community Association (OCA) https://github.com/OCA/account-financial-reporting
Odoo
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
Technical Name |
customer_activity_statement |
License | AGPL-3 |
Website | https://github.com/OCA/account-financial-reporting |
Versions | 9.0 10.0 11.0 |
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.
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
To configure this module, you need to:
- Go to
Settings / Users
and edit your user to add the corresponding access rights as follows. - In
Application / Accounting & Finance
, selectAccountant
orAdviser
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
Credits
Contributors
- Miquel Raïch <miquel.raich@eficent.com>
Maintainer
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 http://odoo-community.org.
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Any abuse of this reporting system will be penalizedWorks great with Customers, Any chance to make it work for vendors as well? when I try it says "partner doesn't have due entries"
Works great with Customers, Any chance to make it work for vendors as well? when I try it says "partner doesn't have due entries"