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Partner Ledger On Screen

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Required Apps Invoicing (account)
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Technical Name dev_partner_ledger
License OPL-1
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Technical Name dev_partner_ledger
License OPL-1

Introduction

This module enhances the standard partner ledger in accounting by introducing advanced filtering and export capabilities. It enables precise control over the content and format of partner-ledger reports, facilitating better tracking and visibility of receivables and payables. Ideal for accounting teams aiming to optimize financial workflows, it elevates report clarity and flexibility.

Key Features

  • Advanced date range filters for precise ledger period selection

  • Partner-specific filtering to generate focused statements effortlessly

  • Export partner ledger reports into XLSX or PDF formats for flexible distribution

  • Controls for including posted or unposted entries and reconciliation status

  • Enhanced visibility with configurable field sets such as initial balance, debit, credit, and total balance

  • Seamless integration into accounting workflows for fast and accurate statement generation

Benefits

  • Creates clear, tailored ledger statements for individual partners with minimal effort

  • Saves time with direct export capability in both spreadsheet and print-friendly formats

  • Allows precise analysis by controlling the financial period and reconciliation state

  • Supports better decision-making and auditability with structured partner financial reporting

  • Improves efficiency and communication across accounting and customer service teams

Compatibility & Technical Details

  • Technical Name: dev_partner_ledger

  • Required Modules: Accounting framework with partner ledger functionality

  • License: OPL-1 (Odoo Proprietary License) or similar

  • Installation Steps:

    1. Ensure the standard Accounting module with partner ledger features is installed.

    2. Install the dev_partner_ledger module to enable filtering and export enhancements.

    3. Access the improved partner ledger options via the reporting interface to output refined statements.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.