Where do I find Followup reports option in Odoo 18
I'm following this documentation, but I cannot find the menu option which is specified in there..
https://www.odoo.com/documentation/18.0/applications/finance/accounting/payments/follow_up.html
Edits:
I can only see this Process Follow-ups button in Contact List Settings menu. However clicking on it doesn't shows any results.
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Rodiniai
Hey Umar Maniar,
In Odoo V18 we don't have directly Follow up report avaliable in reports like V17.
But we can set follow up report in customer.
Accounting >> Customers >> Customers
Accounting Tab:
Where is this option, I don't see it....
okay, i got it.
my main currency iqd and my customer currency is USD how can I see the follow-up report in USD?
and when I open to follow-up, I see it journal why?
This video is 1 month old at the time of this posting.
On the timestamp posted (around 4m48) there is explained how to get a followup report.
Using the odoo/enterprise - branch 18.0, I also get this feature,
but using a live v18.0 instance, I don't seem to get this followup report option when clicking
contacts > customer statement > [Report] > follow-up report.
What could be the cause of this?
The customer definitively has overdue invoices.
Umar, in v18 you can also list all customers that need follow up from the contacts search...
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Why remove this???? so bad
Is there a way to bring this back from dead? It was one of the most useful features of v17.x. Or atleast that table which followed on second page.
Is there a way to get that report back? or maybe someone have made a custom module to bring it back? I don't really understand why remove it, it was a very useful report.
best regards,
The v17 Follow Up Report was simple, yet essential for my accounts receivable. This was a very valuable feature to help run a business and support cash flow.
The v18 Follow Up Report process is trash and not usable because the attached partner ledger doesn't make sense and there is no currency specific summary table embedded in the email. We are Canadian but we sell to both Canadian and US companies so the table was in the customer's currency. The auto-generated partner ledger converts all amounts to Canadian $, which doesn't make sense to our US customers.
I have to manually generate something similar to the v17 follow up report. If I knew that v18 lost the Follow Up Report and if I had a choice (i.e.: not forced to migrate to v18), I would have stayed on v17.
It's bad for follow-up from V18.
Can't choose which invoice to add on follow-up.
How the user can select only the invoices to send? lilke in v17
The alternative is terrible. I just upgraded this week and went to go send my weekly follow up statements and I'm FLOORED at how bad this is. The follow up reports were a huge selling point for us, and I don't understand why they would eliminate the easy to use screen that allowed me to flip through each contact and make sure the follow up was reasonable before sending it. It now takes setup to get to the right filters and multiple clicks to see the customer's invoices. And now there is no ability to exclude any of the transactions from the follow up report? This is unusably bad.
This is very bad to lose this feature. I use to do that follow up report each month, simple and worked well and gave consistency to customers. Since 18 I've been just doing random invoice email follow up but need a simple way to do and review monthly statements. I Can't understand why it would be removed, very frustrating!
Anybody got a workflow to similar to the old follow up report in 17? I can not seem to come up with anything in 18 near as good to 17. Thank for any help.