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accountingpaymentsjournalschartofaccountjournalentryCoA
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Sysvine Technologies Inc

I need to analyze a specific account in Odoo 16 to find the number of entries and the total amount (debit/credit) recorded for it during a particular financial year (e.g., April 1, 2024, to March 31, 2025).

Could someone guide me on the best way to:

  1. Filter the entries for a specific Chart of Accounts (CoA) in the General Ledger for a given financial year?
  2. Retrieve the total debit and credit amounts as well as the count of entries for that period?
  3. Optionally export this data for further analysis?

Any help or step-by-step instructions would be greatly appreciated. Thank you!

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Andrea Spamer (and)
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Hello,

The best way to retrieve this information is the journal items you can create dynamic reports with the filters and groupings you need. All accounting reports take information from the journal items. 
To do that you have  to first activate developer mode by going to settings and under Developer tools select " Activate the developer mode"


Step two: With developer mode activated you can now view the Journal Items menu in accounting (see image below)

Step 3: you can use the dynamic filters to create the report you need

3.1 Use the existing filters to filter by Date = 2024 

3.2 Group by Account

You would be able to see total credits and debits by account.


Hope this helps!

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Econ Odoo
Best Answer

Every journal entry I believe is recorded in the  account_move_line model. Maybe you can filter with the move_type='entry' and the account_id of the account you want

For each entry, you can sum the credit and debit and balance. Actually with python, when you have a list of the entry, the suming is super easy.

Making it works in Odoo maybe a little harder. Maybe you'd create a view, or I'd prefer to create a wizard for this report. 

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