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V17.1e Query Regarding Profit and Loss Report Grouping in Odoo

accounting reporting profit_and_loss payables receivables

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3818 Vizualizări

Zuhair

Hello all,

I am currently working on generating a Profit and Loss report in Odoo, and I'm grouping it by Analytics Accounts and Analytics Plans. I would like to group the results I obtained for the report by all similar GL accounts (For example all Donations, Grants, Expenses...).

Is it possible to do this grouping in Odoo? Could you please give the steps we need to achieve this?

Additionally, I would like to know if there is a way to include Net Profit in the generated Profit and Loss Report.

Your help would be highly appreciated.

Thank you in advance for your time and support.

Terry Sharp

Thank you

Zuhair

Autor

Is this what you are refering to?

Hello this is what I did. See screenshot below.

Bhumika Panchal

Hello

For grouping the accounts in Odoo, we have an account Groups option which can be helpful.

Firstly create the Account group as mentioned in the below image:

You have to go inside Accounting> Configuration>Accounting Reports> go inside the Profit and Loss account

Keep the account groups as enabled by default and then save it. It will work.

I hope this helps.

Zuhair

Autor

Hello,

How can I get this option please?

Bhumika Panchal

Please refer the steps it is already there in the 17 Version

Aaron

What Bhumika failed to mention is you need to be in developer mode to access this option

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