Partner Activity Statement

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Odoo          
v 11.0 Third Party 1238
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Technical name customer_activity_statement
LicenseAGPL-3
Websitehttps://github.com/OCA/account-financial-reporting
Read description for v 10.0 v 9.0
Required Apps Invoicing Management (account_invoicing)
Invoicing (account)

Partner Activity Statement

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.

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.

Configuration

To configure this module, you need to:

  • Go to Settings / Users and edit your user to add the corresponding access rights as follows.
  • In Application / Accounting & Finance, select Billing or Billing Manager options.
  • In Technical Setting mark Show Full Accounting Features options.

Usage

To use this module, you need to:

  • Go to Invoicing > Sales > Master Data > Customers or Invoicing > Purchases > Master Data > Vendors and select one or more
  • Press 'Action > Partner Activity Statement'
  • Indicate if you want to display aging buckets

Credits

Contributors

Maintainer

This module is maintained by the OCA.
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.
To contribute to this module, please visit http://odoo-community.org.

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