Follow-up Reports link missing

Question

Hi odoo'ers,

I'm currently watching and reproducing the tutorials using a trial version of odoo18.
Today I come along with Customer payment follow-up.

From the odoo documentation and the video, there is no link called "Follow-up Reports" under Accounting > Customers
https://www.odoo.com/documentation/18.0/applications/finance/accounting/payments/follow_up.html [1]
Image [2]

Image [3]

Can anyone tell me why?

Kind regards,
F.G.

[1] https://www.odoo.com/documentation/18.0/applications/financ

Ray Carnes (ray) · Accepted Answer

This part of our Documentation has not been updated.
You now access Follow-up Reports directly from the Customer:
image [1]

Via the List View of Customers you can search for Customers needing follow-up:
image [2]

[1] /web/image/63585400-ee17ad1d/image.png?access_token=6b9496be-07e5-4490-b95e-748c5e6edb33
[2] /web/image/63585399-63b3aedc/image.png?access_token=abcd8921-8dcc-4111-94c7-55af71daeb2f

Koene Kisjes · Answer

i agree, this is not a good update!

K Yu · Answer

It is a terrible update.
How do we understand which customers are overdue and the amount?
Is there any reason why this function has been updated this way?

Related Posts	Replies	Views
Filter customers on total amount invoiced per year Solved accounting invoicing 18.0+e	3 Sep 25	1550
Odoo 18 - Account Follow Up Overdue Invoices Button Bug? accounting bug Follow-up	1 Feb 25	2600
Missing Accounting->customers->customers accounting customers missing	1 Mar 15	4544
action_karma_report is not a valid action on res.users accounting settings karma 18.0+e	1 Feb 25	1709
How to reconcile supplier bills against customer invoices same partner accounting customers vendor odoo16features	1 Feb 23	3162

This question has been flagged

Enjoying the discussion? Don't just read, join in!