Skip to Content
Menu
This question has been flagged
2 Replies
3470 Views

Hello,


I have recently installed the accounting addon I would like to send accounting reports to the accountant at the end of each month. I understand that I need to setup an email template and a scheduled action to accomplish this. However, I cannot figure out which model to apply this to to send to attach a printed report to the email. For example, I would like to send the information that is available in Accounting > Reporting > Partner Ledger.


The problem that I am having is that I cannot figure out how to send a report of the full Journal summary. The only thing I have been able to accomplish is sending of the report for a specific Partner. I would like to send a full summary to the accountant. I am using studio without any custom coding. If someone could please explain this to me it would be greatly appreciated. Thank you.

Avatar
Discard
Author Best Answer

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.

Avatar
Discard
Best Answer

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!

Avatar
Discard
Related Posts Replies Views Activity
1
Apr 25
1064
0
Mar 25
1039
2
Jan 25
1342
2
May 24
1849
2
Feb 24
829