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https://gitlab.com/flectra-community/account-financial-reporting.git
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81 lines
2.7 KiB
ReStructuredText
81 lines
2.7 KiB
ReStructuredText
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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=================================
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Print Partner Activity Statement
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=================================
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The activity statement provides details of all activity on the partner receivables or payables
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between two selected dates. This includes all invoices, refunds and payments.
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Any outstanding balance dated prior to the chosen statement period will appear
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as a forward balance at the top of the statement. The list is displayed in chronological
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order and is split by currencies.
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Aging details can be shown in the report, expressed in aging buckets (30 days
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due, ...), so the customer or vendor can review how much is open, due or overdue.
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Configuration
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=============
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Users willing to access to this report should have proper Accounting & Finance rights:
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#. Go to *Settings / Users* and edit your user to add the corresponding access rights as follows.
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#. In *Application / Accounting & Finance*, select *Billing* or *Billing Manager*
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#. In *Technical Settings* mark *Show Full Accounting Features* options.
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Usage
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=====
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To use this module, you need to:
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#. Go to Invoicing > Sales > Master Data > Customers or Invoicing > Purchases > Master Data > Vendors and select one or more
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#. Press 'Action > Partner Activity Statement'
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#. Indicate if you want to display receivables or payables, and if you want to display aging buckets
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
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:alt: Try me on Runbot
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:target: https://runbot.odoo-community.org/runbot/91/11.0
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Roadmap
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=======
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* In v12, the module should be renamed to `Partner Activity Statement`.
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Maybe merge this module with the `Partner Outstanding Statement` module.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues
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<https://github.com/OCA/account-financial-reporting/issues>`_. In case of trouble,
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please check there if your issue has already been reported. If you spotted it
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first, help us smash it by providing detailed and welcomed feedback.
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Credits
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=======
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Images
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------
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* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.png>`_.
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Contributors
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------------
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* Miquel Raïch <miquel.raich@eficent.com>
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Maintainer
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----------
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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This module is maintained by the OCA.
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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To contribute to this module, please visit https://odoo-community.org.
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