Branch Wise Financial Reports

by
Odoo

4.86

v 15.0 Third Party 5
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Invoicing (account)
Purchase (purchase)
Accounting (account_accountant)
Discuss (mail)
Lines of code 429
Technical Name financial_reports_filters
LicenseOPL-1
Versions 15.0 14.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Invoicing (account)
Purchase (purchase)
Accounting (account_accountant)
Discuss (mail)
Lines of code 429
Technical Name financial_reports_filters
LicenseOPL-1
Versions 15.0 14.0

Customised Filters For Financial Reports

Additional Filters for Financial Reports
This module helps to filter the financial report by warehouse, branch and sales persons.

Key Features:

  • Exisiting Bills and Invoices warehouse and Sales person columns are automatically going to map From PO and Sales Warehouse at the time of installation.
  • Financial Reports Filters warehouse, branch and Sales person filters are added in the All financial reports for example Profit and loss, balance sheet, etc.
  • Account Branch master created under Accounting => Configuration => Management => Account Branch.
  • Invoice Form Line level warehouse, branch and sales person columns are added.
  • Vendor Bill Form line level warehouse, branch and sales person columns are added as optional field.
  • Journal Items List View warehouse, branch and sales person columns are added as optional field.
  • Invoice List View warehouse, branch columns are added as optional field.
  • Vendor Bill List View warehouse, branch columns are added as optional field.
  • Journal Items Form View warehouse, branch and Sales person columns are added.

How it works:

After module installation new menu will be displayed:

Accounting Branch Menu



Create Your Branches here.
Create Accounting Branch
Filters configurations in the Financial reports

Reports Configurations


Select Account Branch in Invoice/Bill during create or edit

Stamp Branch
Applying Filters in the One of the Financial reports Profit and Loss
Profit and Loss Report Filter
Warehouse and Branch columns in Invoice Tree view

Warehouse and Branch


Warehouse and Branch columns in Bill Tree view

Bill tree View


Both Invoice and Vendor Bill in the line level user can find Branch,Warehouse and Salesperson field

PO Form for Approver


Journal Item Tree View Columns Warehouse, Account Branch and Sales person are added under Accounting => Journal Items.

PO Approved


Journal Item Form View Columns Warehouse, Account Branch and Sales person Added.
User Error
Contact me for Support, Customization, Implementation:
Email: subashmca2017@gmail.com
Telegram: https://t.me/Chubbu007
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