Community mailing list archives
Re: Detailed Aged Partner Balance Reportby
Camptocamp SA, Joël Grand-Guillaume
It's have been tested for a while and is now really good I think.
Choose from the menu "Accounting->Report->Other financial report->Aged partner balance" and chose your option (you can filter on various criteria).
Hi Maxime,I think this OCA module (from Camptocamp) is doing exactly what you asked for : https://github.com/OCA/account-financial-reporting/tree/8.0/account_financial_report_webkit/report
On Thu, May 21, 2015 at 9:07 AM, Peter Langenberg <email@example.com> wrote:
PThink it is a very good initiative.I saw the layout was quite basic, but I would also provide aside the name the city (because sometimes there are customers of the same owner with the same name) and maybe the phone number too ... Some users use this report to call their customers instead of sending them a 2th or 3th followup.As Maxime says, we are also missing this feature.It doesn't have to be complicated, some filters on name / category / salesman ? are fine !2015-05-21 1:42 GMT+02:00 Nhomar Hernández <firstname.lastname@example.org>:2015-05-20 17:58 GMT-05:00 Maxime Chambreuil <email@example.com>:Any other suggestions before we start working on it here ?Hello Maxime.The problem with the approach you are asking for (which I remember we did in some place) ts that when you have hundreds of dues per partners it must be grouped per page.That's the reason is is frequently used by partner, have all in one page is no practical at all (at least on my experience).I hope it helps.