account-financial-reporting/customer_activity_statement/static/description/index.html

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2021-03-23 19:28:22 +00:00
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<h2 class="oe_slogan">Partner Activity Statement</h2>
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<img src="Activity_Statement.png">
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<p class="oe_mt32"><div style="text-align:justify">The activity statement provides
details of all activity on the receivables or payables of a partner between two selected dates. This
includes all invoices, refunds and payments. Any outstanding balance dated prior to
the chosen statement period will appear as a forward balance at the top of the statement.
The list is displayed in chronological order and is split by currencies.<br><br>Aging
details can be shown in the report, expressed in aging buckets (30 days due, ...),
so the customer or vendor can review how much is open, due or overdue.</div></p>
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<h2 class="oe_slogan">Configuration</h2>
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<p class="oe_mt32">To configure this module, you need to:
<ul>
<li>Go to <code>Settings / Users</code> and edit your user to add the corresponding access rights as follows.</li>
<li>In <code>Application / Accounting & Finance</code>, select <code>Billing</code> or <code>Billing Manager</code> options.</li>
<li>In <code>Technical Setting</code> mark <code>Show Full Accounting Features</code> options.</li>
</ul>
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<h2 class="oe_slogan">Usage</h2>
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<p class="oe_mt32">To use this module, you need to:
<ul>
<li>Go to <code>Invoicing > Sales > Master Data > Customers</code> or <code>Invoicing > Purchases > Master Data > Vendors</code> and select one or more</li>
<li>Press '<code>Action > Partner Activity Statement</code>'</li>
<li>Indicate if you want to display aging buckets</li>
</ul>
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<h2 class="oe_slogan">Credits</h2>
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<h3>Contributors</h3>
<ul>
<li>Miquel Ra&iuml;ch &lt;<a href="mailto:miquel.raich@eficent.com">miquel.raich@eficent.com</a>&gt;</li>
</ul>
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<h3>Maintainer</h3>
<p>
This module is maintained by the OCA.<br/>
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/>
To contribute to this module, please visit <a href="http://odoo-community.org">http://odoo-community.org</a>.<br/>
<a href="http://odoo-community.org"><img class="oe_picture oe_centered" src="http://odoo-community.org/logo.png"></a>
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