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Odoo Partner Ledger/Aged Partner Reports(PDF/EXCEL)

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$ 21.85

19.0 0
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Required Apps • Invoicing (account)
• Discuss (mail)
Technical Name bi_partner_ledger_report
License OPL-1
Also available in version 19.0 17.0 16.0
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Technical Name bi_partner_ledger_report
License OPL-1
Also available in version v 17.0 v 16.0 v 19.0 
bi-partner-ledger-report

Odoo Partner Ledger & Aged Partner Reports (PDF/Excel)

Generate detailed Partner Ledger and Aged Partner Balance reports in both PDF and Excel formats. This module provides advanced filtering options for in-depth financial analysis.

Odoo, Partner Ledger, Aged Partner Balance, Accounting Reports, Financial Reports, Odoo Accounting, BI Reporting, PDF Reports, Excel Reports

Introduction

The BI Partner Ledger Report module for Odoo is a comprehensive financial reporting tool that enhances the standard accounting capabilities of the platform. This module allows you to generate both Partner Ledger and Aged Partner Balance reports in either PDF or Excel format, providing you with the flexibility to analyze and share your financial data as needed. With a wide range of filtering options, including date ranges, journals, and account types, you can create highly specific and customized reports to gain deeper insights into your partner-related financial transactions.

Key Features

  • Generate detailed Partner Ledger and Aged Partner Balance reports for a complete financial overview.

  • Export reports in both PDF and Excel (XLSX) formats for easy sharing and analysis.

  • Utilize a variety of filters, including date range, journals, account types (receivable/payable), and reconciliation status.

  • Include or exclude initial balances in your reports for more accurate period-specific analysis.

  • Drill down into the details of your reports to view individual journal entries and source documents.

  • Group and filter reports by specific partners or partner tags for targeted analysis.

  • Supports multi-journal and multi-company environments for comprehensive financial reporting.

Benefits

  • Gain a clearer and more detailed understanding of your partner-related financial transactions.

  • Improve your financial analysis and decision-making with customizable and in-depth reports.

  • Save time and effort by generating professional-looking reports in your preferred format.

  • Enhance your auditing and reconciliation processes with detailed and easily accessible data.

  • Increase transparency and accountability in your financial management.

  • Provide more accurate and detailed financial information to stakeholders.

  • Streamline your financial reporting workflows with a user-friendly and intuitive interface.

Compatibility & Technical Details

  • Required Modules: Invoicing (account), Discuss (mail)

  • License: OPL-1

  • Technical Name: bi_partner_ledger_report

  • Installation Steps:

    1. Place the module folder into your Odoo addons directory.

    2. Restart the Odoo server.

    3. Navigate to the 'Apps' menu in your Odoo instance.

    4. Click on 'Update Apps List'.

    5. Search for the 'BI Partner Ledger Report' module and click 'Install'.

    6. The new reporting options will be available under the 'Invoicing' or 'Accounting' menu.

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Community

Account Partner ledger and Aged Partner report(PDF/Excel) for Community Edition.

Print Partner Ledger and Aged Report

Partner Ledger and Aged Reports PDF/Excel

Restore Deprecated Partner Reports in Odoo CE

Aged Partner Report for Odoo Community Edition

Browseinfo

Missing Partner Accounting reports on Odoo Community Edition? Don't worry, With this Odoo apps we make it available.Partner Accounting reports deprecated in Odoo since Version 12.0, This report available on earlier version of odoo until Odoov11. Odoov12 We have developed this apps to provides same Report as it was providing in its earlier version additionally we provides excel option on same report. You can Print Account Partner ledger Report, Print Aged Partner Report in Excel and PDF both format using all the filters i.e Date Range filter, Journal filter, Posted/Unposted entry etc. We have also developed the other deprecated reports and modules on Community Edition, If you interested please check our other Apps and Below links..

Community ALL Accounting Reports Excel and PDF Odoo Apps, please check below module link

Financial Reports in Excel and PDF Odoo Apps.



Community Journal Audit Reports (PDF/Excel) Odoo Apps, please check below module link

Journal Audit Reports (PDF/Excel) Odoo Apps.



Community Accounting Tax Reporting(PDF/Excel) Odoo Apps, please check below module link

Accounting Tax Reports (PDF/Excel) Odoo Apps.

DEMO REQUEST
VIDEO TUTORIAL

Different Partner Reports.

Provide Aged Partner Report as well as Partner Ledger Report in odoo 12.

Print Report.

Print Aged Partner Report and Partner Ledger Report in PDF and Excel format.

Date and Other Filter Option.

Provide Date Range filter, Reconciled Entries, Period Length filter on wizard for partner ledger and aged partner reports.

Journal Filter on Report.

Print Different Journal's Report using Journal Filter, User can select multiple journals also and print selected journals reports in group.

Partner Ledger Report Menu

Figure shows the PDF Reports Option under Invoicing > Reporting

Partner ledger receivable accounts all posted entries of selected journals.

In this wizard you have to select all posted entry with receivable accounts for generate pdf and excel report, also you can select multiple journals.You can filter report between start date to end date.

Indicate all posted entry with receivable accounts in partner ledger pdf report.

Indicate all posted entry with receivable accounts in partner ledger excel report.

Partner ledger payable accounts all posted entries of selected journals

In this wizard you have to select all posted entry with payable accounts for generate pdf and excel report, also you can select multiple journals.You can filter report between start date to end date.

Indicate all posted entry with payable accounts in partner ledger pdf report.

Indicate all posted entry with payable accounts in partner ledger excel report.

Partner ledger receivable and payable accounts all posted entries of selected journals

In this wizard you have to select all posted entry with receivable and payable accounts for generate pdf and excel report, also you can select multiple journals.You can filter report between start date to end date.

Indicate all posted entry with receivable and payable accounts in pdf report.

Indicate all posted entry with receivable and payable accounts in excel report.

Partner ledger all posted entries of payable and receivable accounts and reconciled entries of selected journals

In this wizard you have to select all posted entry with payable accounts and receivable accounts for generate pdf and excel report, also you can select multiple journals.You can filter report between start date to end date.

Indicate all posted entry with payable and receivable accounts and reconciled entries of selected journals in pdf report.

Indicate all posted entry with payable and receivable accounts and reconciled entries of selected journals in excel report.

Partner ledger payable and receivable accounts all entries and reconciled entries of selected journals

In this wizard you have to select all entry with payable accounts and receivable accounts with reconciled entries for generate pdf and excel report, also you can select multiple journals. You can filter report between start date to end date.

Indicate all entry with payable and receivable accounts and reconciled entries of selected journals in pdf report.

Indicate all entry with payable and receivable accounts and reconciled entries of selected journals in excel report.

Aged partner balance with receivable accounts all posted entries

In this wizard you have to select all entry with receivable accounts for generate pdf and excel report, also you can select multiple journals.

Indicate all posted entry with receivable accounts entries of selected journals in pdf report.

Indicate all posted entry with receivable accounts entries of selected journals in excel report.

Aged partner balance with payable accounts all posted entries

In this wizard you have to select all entry with payable accounts for generate pdf and excel report.You can filter report between start date to end date.

Indicate all posted entry with receivable and payable accounts entries of selected journals in pdf report.

Indicate all posted entry with payable accounts entries of selected journals in excel report.

Aged partner balance with receivable and payable accounts all entries

In this wizard you have to select all entry with receivable and payable accounts for generate pdf and excel report.

Indicate all entry with receivable and payable accounts entries in pdf report.

Indicate all entry with receivable and payable accounts entries in excel report.

Version : 17.0.0.0
20 October 2023

Initial release of the app.

Version : 17.0.0.4
27 December 2024

Bug Fixes.

This Odoo app can not be used with Odoo Online (SaaS).

Yes, 60 Days Free Support Is provided with module in case any bug or issue with module.

Yes, Starting version 13.0, Every version of the module is sold separately.

You need to copy paste the module that is inside the zip file to your addons folder. If you are installing the module into an existing database, you need to enable the Technical Features to click on Apps > Update Modules List. Your new module will now appear in the list of modules that you can install.

Please raise your ticket to use on [email protected] We will back to you shortly.

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