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https://gitlab.com/flectra-community/account-financial-reporting.git
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78 lines
3.5 KiB
HTML
78 lines
3.5 KiB
HTML
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<section class="oe_container">
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<div class="oe_row oe_spaced">
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<div class="oe_span12">
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<h2 class="oe_slogan">Partner Activity Statement</h2>
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</div>
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<div class="oe_span6">
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<div class="oe_demo oe_picture oe_screenshot">
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<img src="Activity_Statement.png">
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</div>
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</div>
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<div class="oe_span4">
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<p class="oe_mt32"><div style="text-align:justify">The activity statement provides
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details of all activity on the receivables or payables of a partner between two selected dates. This
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includes all invoices, refunds and payments. Any outstanding balance dated prior to
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the chosen statement period will appear as a forward balance at the top of the statement.
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The list is displayed in chronological order and is split by currencies.<br><br>Aging
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details can be shown in the report, expressed in aging buckets (30 days due, ...),
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so the customer or vendor can review how much is open, due or overdue.</div></p>
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</div>
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</div>
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</section>
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<section class="oe_container">
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<div class="oe_row oe_spaced">
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<div class="oe_span12">
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<h2 class="oe_slogan">Configuration</h2>
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</div>
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<div class="oe_span12">
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<p class="oe_mt32">To configure this module, you need to:
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<ul>
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<li>Go to <code>Settings / Users</code> and edit your user to add the corresponding access rights as follows.</li>
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<li>In <code>Application / Accounting & Finance</code>, select <code>Billing</code> or <code>Billing Manager</code> options.</li>
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<li>In <code>Technical Setting</code> mark <code>Show Full Accounting Features</code> options.</li>
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</ul>
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</p>
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</div>
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</div>
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</section>
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<section class="oe_container oe_dark">
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<div class="oe_row oe_spaced">
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<div class="oe_span12">
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<h2 class="oe_slogan">Usage</h2>
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</div>
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<div class="oe_span12">
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<p class="oe_mt32">To use this module, you need to:
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<ul>
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<li>Go to <code>Invoicing > Sales > Master Data > Customers</code> or <code>Invoicing > Purchases > Master Data > Vendors</code> and select one or more</li>
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<li>Press '<code>Action > Partner Activity Statement</code>'</li>
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<li>Indicate if you want to display aging buckets</li>
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</ul>
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</p>
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</div>
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</div>
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</section>
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<section class="oe_container oe_dark">
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<div class="oe_row">
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<div class="oe_span12">
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<h2 class="oe_slogan">Credits</h2>
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</div>
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<div class="oe_span12">
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<h3>Contributors</h3>
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<ul>
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<li>Miquel Raïch <<a href="mailto:miquel.raich@eficent.com">miquel.raich@eficent.com</a>></li>
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</ul>
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</div>
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<div class="oe_span12">
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<h3>Maintainer</h3>
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<p>
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This module is maintained by the OCA.<br/>
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OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.<br/>
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To contribute to this module, please visit <a href="http://odoo-community.org">http://odoo-community.org</a>.<br/>
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<a href="http://odoo-community.org"><img class="oe_picture oe_centered" src="http://odoo-community.org/logo.png"></a>
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</p>
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</div>
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</div>
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</section>
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