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Required Apps Invoicing (account)
Discuss (mail)
Technical Name partner_ledger_folded
License OPL-1
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Technical Name partner_ledger_folded
License OPL-1

Introduction

The Partner Ledger Folded module for Odoo introduces a powerful visual control into accounting reports by allowing partner ledger lines to be folded or unfolded in exported reports. Instead of cluttering the view with every journal entry, this module compresses the layout into a more readable form by default. For users needing details, entries can be expanded selectively. This cleaner, more manageable format improves readability of partner ledger exports especially when dealing with large transaction volumes.

Key Features

  • Folded view support in Partner Ledger exports to PDF and XLSX — collapses detailed journal lines by default

  • “Base” and “Fold” buttons in export menu to switch between full and folded/unfolded formats

  • Integrated directly in accounting export workflows, no additional configuration needed

  • Clean, professional report layouts suitable for audits, client delivery, and large datasets

Benefits

  • Produces more readable, simplified reports by hiding transaction details until needed

  • Reduces information overload for accountants and external reviewers

  • Improves export performance and layout clarity in large ledgers

  • Lets users selectively expand only the partitions they want to inspect

  • Maintains standard accounting workflows without requiring extra setup

Compatibility & Technical Details

  • Technical Name: partner_ledger_folded

  • Required Modules:

    • Accounting / Invoicing (account, account_accountant)

    • Discuss / Mail (mail) for integration into Odoo reports

  • License: Odoo Proprietary License (OPL-1)

  • Installation Steps:

    1. Ensure you have the core accounting and mail modules installed.

    2. Install the Partner Ledger Folded module.

    3. Access the Partner Ledger report under Accounting → Reporting → Partner Ledger.

    4. Use the new Base PDF/XLSX or Fold PDF/XLSX buttons to export ledger in unfolded or folded formats.

    5. In the folded export, journal lines are hidden until the user expands them.

Partner Ledger Folded

The Partner Ledger Folded module for Odoo adds a powerful visual control to your accounting reports by introducing the fold feature for each partner line directly in the PDF and XLSX reports of the Partner Ledger. This provides a cleaner, more manageable layout especially when exporting large ledgers with many partners records.

https://wa.me/message/VENRAJRHMSWEB1 OR
  • Folded Data in PDF & XLSX.
  • Export with Control.
  • Clean Report Output
  • Integrated with Accounting Reports.
  • No Configuration Needed.
  • Accurate Export Rendering.

1. Partner ledger.

As you can see, before installing our Partner Ledger Folded module, only these buttons are available.

2. Partner Ledger Folded Module.

Now, Activate the Partner Ledger Folded module.

3. Partner Ledger with Folded Button.

After installing the Partner Ledger Folded module, two additional buttons will become visible.

4. Base PDF Button.

Now, click on the Base PDF button, and you will see that one section of the data is folded while the other is unfolded.

5. Generated PDF Report.

Once you click on the Base PDF button, you will see that the one section data is folded and one section data is expanded (unfolded) in the PDF.

6. Fold PDF Button.

Now, click on the Fold PDF button, and you will see that one part of the data is folded while the other remains unfolded.

7. Generated Fold PDF Report.

Clicking the Fold PDF button will fold all the data in the PDF, unlike the base version which shows the data unfolded.

8. Base XLSX Button.

Now click on this base xlsx button, and you can see that one section of data is folded and one section of data is unfolded data.

9. Generated XLSX Report.

Clicking the Base XLSX button will display the data in an expanded (unfolded) format within the XLSX file.

10. Fold XLSX Button.

Now click on this fold xlsx button, and you can see that one section of the data is folded and one section of the data is unfolded.

11. Generated Fold XLSX Report

Once you click on the Fold XLSX button, unlike the base version where data is expanded (unfolded), you will now see that not all the data is visible in the XLSX file.

12. Base PDF Button.

Now, click on the Base PDF button, and you will see that all the data is unfolded.

13. Generated PDF Report.

Once you click on the Base PDF button, you will see that the data is expanded (unfolded) in the PDF.

14. Fold PDF Button.

Now click on this fold pdf button, and you can see that all sections data is unfolded.

15. Generated Fold PDF Report.

Clicking the Fold PDF button will fold all the data in the PDF, unlike the base version which shows the data unfolded.

16. Base XLSX Button.

Now click on this base xlsx button, and you can see that all section of data is unfolded.

17. Generated XLSX Report.

Once you click on the Base XLSX button, you will see that the data is expanded (unfolded) in the XLSX file.

18. Fold XLSX Button.

Now click on this fold xlsx button, and you can see that all section of data is unfolded.

19. Generated Fold XLSX Report

Once you click on the Fold XLSX button, unlike the base version where data is expanded (unfolded), you will now see that not all data is visible in the XLSX file.

  • We are provide 90 days bug free support related to our module.
  • The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
  • To create ticket send email to [email protected].

What does the Partner Ledger Folded module do?

This module give you new exported Partner Ledger reports (Fold PDF and XLSX) so that all partner lines are shown in a folded view. It hides individual journal entry lines, providing a cleaner and more compact layout.

Does unfolding a partner in the Odoo UI affect the exported report?

No. Whether a partner is folded or unfolded in the Odoo interface, the exported report will always show the folded version.

Can I view detailed journal entries in the exported report?

Yes, you can see the detailed journal entries in the exported report by using base pdf and xlsx button.

What are the benefits of always using the folded format?

  • Makes large reports (with many partners) easier to read.
  • Helps in creating cleaner and more professional reports for printing or auditing.
  • Improves performance when exporting large datasets.
  • Can I customize it to allow unfolding certain partners?

    Yes, you can do this using the button provided by Odoo. Our module forces all partners to be folded in the export. However, if you need selective unfolding or more control over the data, you can use the Base PDF and XLSX buttons.

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