Ksolves,

I appreciate the response, however, this does not work for me. I have read a number of forum posts and detailed instruction on how to create email templates with automated send but that is not the issue. When attempting to follow your instructions, I cannot find 'Partner Ledger' or 'Journal Summary' from the list of models which this template is built from.

To more specifically explain my question: I would like to know which specific model can be used on the email template, and which specific report can be used to detail the information indicated above. It surprises me that Odoo makes it this difficult to send financial reports as it is an essential part of every business. I am grateful for any and all help offered.

Hi Hayden,

To send accounting reports to an accountant at the end of each month in Odoo v15, follow these steps:

Click on "Settings" in the left menu.
Click on "Email" and then on "Email Templates".
Create a new email template for your accounting reports. Include a greeting, an introduction, and then attach the report you want to send.
Click on "Scheduled Actions" in the left menu.
Create a new scheduled action that sends the report to your accountant at the end of each month. Click on "Create" and fill in the necessary details. Specify the model "Partner Ledger" or "Journal Summary" as per your requirement.
Make sure the scheduled action is active and click on "Save".
Now, the accounting reports will be automatically sent to your accountant at the end of each month.

Regards,

Team Ksolves!